Document Information about Individuals Present during an Assessment

You can document details about the individuals present during the patient's assessment.

1. On the assessment template, expand the Individuals Present panel.
2. Select the contact from Contact Type.
   Information in POS Description and Code is filled in automatically.
3. Select the reason for contact.
4. Indicate whether the individual is present and, if not, enter the reason for the absence.
5. If other individuals are present, select Others present, and then enter information about those individuals.
6. To enter information about a support resource person, select Add.
7. In the Guardian Info window, do the following:
   1. In the Patient Relationship/Support Role section, enter information about the relationship with the foster child.
   2. Enter the support person's role, name, and dates for the support period.
   3. In the Residence section, enter the primary and secondary addresses.
   4. Enter details about the primary and secondary communication and the representation timeframe.
   5. Select Save.
      The relationship details are saved in the grid.