Create a New SDM Household

Note: Prior to documenting any of the SDM Assessment components, it is required that the SDM Household has been documented in N-FOCUS.

Navigate to the Detail Program Case window.
Select the SDM icon. (SDM on Yellow Background)

Result: The SDM Household Summary/Detail window displays.
Select the New icon. (Green Sheet of Paper)

Result: The SDM Household Detail window displays with the Program Case Persons listed.
Enter the appropriate Referral Date.
Select (highlight) the person you wish to designate as the Primary Caregiver.

Result: The Primary Caregiver and Household Name push buttons enable.

Note: The Household Name push button will only be used when there is no Primary Caregiver.
Select the Primary Caregiver push button.

Result: The name selected will now display in the lower group box with the Role of Primary Caregiver. That person will also display as the Household Name.
If appropriate, select (highlight) the person you wish to designate as the Secondary Caregiver.

Result: The Secondary Caregiver, Child and Other push buttons enable.
Select the Secondary Caregiver push button.

Result: The name selected will now display in the lower group box with the Role of Secondary Caregiver.
If appropriate, select (highlight) the person(s) you wish to designate as the Child.

Result: The Child and Other push buttons enable.
Select (highlight) the Child push button.

Result: The name(s) selected will now display in the lower group box with the Role of Child.
If appropriate, select (highlight) the person(s) you wish to designate as Other.

Result: The Child and Other push buttons enable.
Select the Other push button.

Result: The name(s) selected will now display in the lower group box with the Role of Other.
If you wish to add a person who was not previously listed in the Program Case, select the Search Person Out Select arrow.

Result: The Person Search window displays.

Note: If the person you are adding is not in the N-FOCUS system, you will receive an message, “Person Not Found”. Click OK and then the Cancel push button. You will return to the SDM Household Detail window with the message that you may add a new person.
After adding the new person you will be directed to select a Role for that person. The new name will display in the lower group box with the Role selected.
Select the Save & Close icon.

Result: The SDM Household Summary/Detail window displays with the Household Name information listed in the upper group box.
Select (highlight) the line to view the Household information in the lower group box.
Select the Narrative push button.

Result: The Search Narrative window displays with the Family Functioning Subject Area highlighted.
Select the New push button.

Result: The Detail Narrative window displays with the first Item defaulted.
Enter the Narrative text.
Select the Save & Next icon.

Result: The next Narrative Item will be selected.
Enter the Narrative text
Repeat Save & Next until all Narrative Items have been documented.
Select the Save & Close icon.

Result: The Search Narrative window displays.
Select the Cancel push button.

Result: The SDM Household Summary/Detail window displays.
Select the Save & Close icon.

Result: The Detail Program Case window displays.

(03-2012)