Removing a Dependent from a Household

Overview

They grow up so fast. When a client's child leaves the nest, you can remove them as a dependent from the Household record by converting them to an Individual. Optionally, you can create a custom relationship to connect their Individual record to the Household as their child. This article outlines how to convert a dependent member into their own Individual Key Entity record.

• Converting a Dependent to an Individual 
• Removing the Individual from the Household
• Considerations

Converting a Dependent to an Individual

To convert a dependent member of a household to an individual:

1. Navigate to the Household record that has the dependent you want to remove.
2. From the Household Members section of the Overview, click the dependent's name to open their record in a new tab.
   
   
3. From the right-hand side of the screen, click the caret and select Convert to Individual.
   
   
   
   
4.  A window opens, asking you to confirm you want to convert the dependent to an Individual. Click Next.
   
   
5. The page will refresh and display the new Individual record nested within the window because it still holds a link to the Household record. Leave these records open to complete the steps in the next section.

Removing the Individual from the Household

To remove the link between the new Individual record and the Household record:

1. Click the Actions menu on the Individual record to open a drop-down menu. 
   
   
2. Select the Remove from Household action from the drop-down menu. 
   
   
   
   
3. A pop-up box will display, guiding you through the considerations of removing this link to the Household record. Once you are ready to proceed, select Remove to continue. 
   
   
   
   
4. A success message is displayed, and the system processes the change. We recommend closing both entity records and refreshing your browser screen to pull this change forward.

When you refresh the Household record, the child no longer appears in the Household Members section. You can now locate the child's Individual record on the Directory page in your Practifi instance. If desired, the child relationship can be recaptured under the Relationships subtab with a custom relationship type of Child. For more information about creating a custom relationship type, please consult our Creating Relationship Types article.

Please note: The Individual record is created as a contact. If you want them to be a Client record, you can first promote them to a Prospect record by using the Actions button in the record side panel and selecting the Promote to Prospect option. Once promoted to a Prospect, select the Actions button again and select Promote to Client.

Considerations

An alternative option to using the Remove from Household action to remove the link to the Household record from the Individual record is to delete the link manually. To manually delete the link:

1. After selecting the Convert to Individual action, navigate to the Individual record. 
2. Click the pencil icon in the Primary Entity field, then click the X to remove the name of the Household record.
   
   
   
   
3. Click away from the field, then scroll down and click Save.
   Please note: The Individual record is created as a contact. If you want them to be a Client record, you can first promote them to a Prospect record by using the Actions button in the record side panel and selecting the Promote to Prospect option. Once promoted to a Prospect, select the Actions button again and select Promote to Client.
4. On the child's record, click the X icon to close the subtab.
5. On the Household record, select the People & Relationships icon.
   
   
   
   
6. Locate the child on the Members list and select the caret icon in the furthest right column. 
7. Select Delete from the drop-down menu. This will delete the contact's relationship to the household but will not delete the contact's record. 
8. In the Delete Relationship pop-up, select Delete to finalize the deletion.
9. If desired, the relationship can be recaptured under the Relationships subtab with a custom relationship type of Child. For more information about creating a custom relationship type, please consult our Creating Relationship Types article.