Individual Visit Workflows for Behavioral Health

Individual visit workflows for NextGen® Behavioral Health Suite are found in the following section.

Document the Assessment and Billing Information
You can document the billing details for an assessment service even without completing a full comprehensive assessment.
Document the Adult Recovery Team Meeting Note
You can document the details of the meeting conducted by the adult recovery team.
Document a Child and Family Team Meeting Note
You can document the patient's details from the child and family team meeting.
Document the Patient's Case Management Services in the Contact Note
You can document the patient's billing and case management details.
Document Care Coordination
You can document the caregivers' coordination towards the patient's care.
Document Client Requests for Services
You can document client request for services and meet the routine care needs and initial evaluation measures.
Document a Physician Order
You can document the orders requested by the patient's physicians.
Document the Patient's Suicide Risk Assessment
You can document the patient's mental status and suicide risk factors.
Document the PCP Communication Details
You can document communications with the patient's primary care provider (PCP).
Document the Patient's Treatment Progress
You can document the progress notes for the patient's treatment.
Document the Patient's Ambient Progress Note
You can document therapy notes discussed with the patient with minimum manual data entry.
Document the Patient's Psychiatric Directive
You can document the patient's preferences about the mental treatment in the event that the patient becomes unable to make such decisions for self in the future.
Document Details for the Release of Information to the Patient
You can document the patient's details to release the information to the patient.
Document the Initial Screening Details
You can document the patient's details during the initial screening.
Document the Staffing Note
You can document the staffing note when two or more staff members meet to discuss the patient's treatment plan.
Document the Patient's Strengths, Needs, and Cultural Discovery
You can document the patient's strengths, needs, and cultural discovery (SNCD) information.
Document Transportation Billing Information
You can document the billing details for the transportation eligible for clinical transfers.
Assessment and Diagnosis Functionality
Task Supervisor/Staff for Review and Signoff
The table provides information about the tasks related to the Signature (Tasking Supervisor/Staff for review and signoff) panel.
Submit Charges
You can use the Charges panel to submit a charge for the billing process.

Individual Visit Workflows for Behavioral Health

Recommendations

Document Patient's Mental Health Details Using the Brief Assessment Template

Intellectual and Developmental Disabilities Workflows

Crisis Mental Health Services

Document the Patient's Intake Notes Using the Comprehensive Assessment Templates

Psychiatric Workflows

Intake Visit Information Management

Document Patient's Mental Health Details Using the Brief Assessment Template

Intellectual and Developmental Disabilities Workflows

Crisis Mental Health Services

Document the Patient's Intake Notes Using the Comprehensive Assessment Templates

Psychiatric Workflows

Intake Visit Information Management

Individual Visit Workflows for Behavioral Health