Record Individuals Present
- Open the BH - Individual Counsel/Psych Prog Note template.
- In the Individuals Present panel, select from one of the options for the Modality.
Modality is only available on the Progress Note tab.
- In the Individuals Present section, select one of the following set of values:
- Individual not present and a Reason
- Individual present and a Contact Type
- If applicable, place a check mark next to Others present and type in the person's name and/or relationship in the field when it becomes available.
- The Support Resources section is where information about the client's closest friends and relatives are recorded.
- To enter a new person under Support Resources, fill in the fields in this section (First name and the Effective date are required) and click the Add button.
- The Effective and End dates determine if a resource is Active.
- To set the grid view, select one of the resource filters:
- Active
- All