Households & Participants

This document explains how to manage families in empowOR, where each family is structured as a 

Key Functions Covered

Add a New Household

• Always search for existing participants before adding new ones to avoid duplicates.
• Use “Add Participant” to start a new household.
• Enter First Name, Last Name, DOB (required fields).
• After adding members, complete Household Basic Information:
  • Confirm Household ID (HHID), Family Type, and Address.
  • Review and edit Household Composition (adults, seniors, children).
  • Use Manual Override if actual composition differs from entered participants.
    
    

Add a New Person to an Existing Household

• Open the existing household.
• Use the ADD button in the Household Members section.
• Enter new participant info and update household composition and relationships.
  
  

Add a Person to Two Households

• Common for shared custody situations.
• Use a participant's existing profile when adding to the second household.
• A blue number “2” shows they belong to multiple households.
  
  

Move a Person to Another Household

• Choose to move the person to:
  • A new household, or
  • An existing one.
• Use the MINUS button to begin the process.
  
  

Mark a Person as Deceased

• Ensure they are not marked as the Primary in any household.
• Change participant status to Deceased.
• Deceased members appear with an orange band when the "Show Deceased" option is enabled.
  
  

Archive a Participant

• Cannot archive a Primary participant if others are still in the household.
• Use Archive button next to participant's name.

Unarchive a Participant

• Use “Archived Only” filter in search to find archived participants.

Use the Restore button to re-add them to their previous household.