Assign Agencies to Families
  • 15 Dec 2023
  • 1 Minute to read

Assign Agencies to Families


Article Summary

Indicate which agencies (like DHS, DFACS, Head Start, etc.) are assigned to each subsidized family.

Getting There

Look Up the family and click the Edit Account icon (file folder) on the Account toolbar.

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Assign Agencies to a Family Account

  1. At the Edit Account screen click the Agencies button.

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  1. Select the agencies that work with this family.

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  1. Click Save > Exit, then Exit once more to leave the Edit Account screen.
    Note: The agencies you selected will now be available to assign to the Billing Box of each child in this family and Ledger Cards for each agency may now be accessed through the Account Ledger (image below).

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