HuBERT
Structured Exercises
Copy Demographics
CRITERIA:
Complete “Create New Household 2” exercise
Complete “Individual Adjunctive Eligibility” exercise
Complete “Multiple Income Items” exercise
Household ID:
Complete Demographics for infant in CGS.
I ncome completed in mom’s record at household lev el.
Use Copy Demographics button to copy field v alues from child’s folder.
Do not complete the rest of the CGS.
Go to “Link Mom and Baby” exercise.
How to Use the Copy Demographics button to complete Demographics:
o Click on Clinic button on taskbar to re-open participant list
o Open infant’s participant folder
o Click on Certification icon
o Click Yes on “Do you want to start…?” message
o Click on Demographics link
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Income completed because saved at household level in mom’s folder
o Click Copy Demographics button
o Click on child’s record to highlight (if not already)
o Click Replace Existing Information checkbox
o Click OK button to save Marital Status, Education Level and Authorized Representative Name
to infant’s Demographics
o Complete Demographics for infant
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Race/Ethnicity
ID Proof
Residency Proof (defaults based on selection in child’s folder)
Physically Present
Household Smoking (defaults based on selection in child’s folder)
Medical Clinic
Marital Status (defaults based on Copy Demographics)
Education Level (defaults based on Copy Demographics)
Authorized Representative Name (defaults based on Copy Demographics)
o Click OK button