NextGen Knowledge Center

Record the Client's Legal Issues

Open the BH CA Social History template and expand the Legal panel.

  1. Under Status, select No or Yes for the following questions:
    • Does individual served have a legal guardian, representative payee or conservatorship
    • Is there a need for a legal guardian, representative payee, conservatorship or special needs trust - Use the If yes, explain field to enter more details.
  2. Select No or Yes for Does the individual have a history of, or current involvement with the legal system.
  3. To enter comments about the client's involvement in the legal system, click Comments.