NextGen Knowledge Center

Document Individuals Present

  1. In the Individuals Present panel, select from one of the Contact Type options.
  2. Select one of the following in the Individuals present section:
    • Individual not present
    • Individual present
  3. Select Others present and enter the details in the Support Resources section.
  4. In the Support Resources section, record the client's closest friends and relatives.
  5. To add the support resources data in the grid, click Add.
  6. To change the grid view, select All or Active.
    The Effective and End dates determine if a resource is Active.