Tasking Supervisors and Staffs for Review and Signoff

NextGen Behavioral Health Suite Help 5.5

Request Secondary Approval

If you need to request secondary approval or signature attestation, use this process to submit the request to your approver. From the Signature (Tasking Supervisor/Staff for review and signoff) panel, select the Send Task. The Select Task Recipients window opens. Signature (Tasking Supervisor/Staff for review and signoff) panel From the Available Users/Workgroups panel, select a recipient or workgroup and select Add >> to move to the Task Recipients panel. You can add multiple recipients. To send the task and return to the main template, select OK. Parent topic: Tasking Supervisors and Staffs for Review and Signoff

NextGen Behavioral Health Suite Help 5.5

Provide Secondary Approval

A Signature Required task in your Inbox indicates you have documentation to review for secondary approval. From your Inbox, select the Signature Required task. Note: Due date, client name and template name are displayed to assist in locating the appropriate task. For signature tasks, the due date is the encounter date for easy reference. Select Chart. The client’s chart opens to the template listed in the description that has the documentation to approve. From the Signature (Tasking Supervisor/Staff for review and signoff) panel, select in the first field to select your approval role and then select OK. If your specific role is not listed, choose the role that most closely describes your role for this documentation. However, if you are not configured for other roles, then select Staff. Your name and the current date and time display in the respective fields. To enter a title, select in the remaining field and enter free text. Signature (Tasking Supervisor/Staff for review and signoff)

NextGen Behavioral Health Suite Help 5.5

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. You can request secondary approval or attestation from another user, through the Signature (Tasking Supervisor/Staff for review and signoff) panel. To generate the document, select Generate Document. Tasks Related Topic Request Secondary Approval Request Secondary Approval Provide Secondary Approval Provide Secondary Approval Parent topic: Document the Patient's Intake Notes Using the Comprehensive Assessment Templates Parent topic: Document Patient's Mental Health Details Using the Brief Assessment Template Parent topic: Document Integrated Service Plan Information Parent topic: Document Patient's Trauma History using the LEC-5 Interview Template Parent topic: Document Nutritional Assessment Information Parent topic: Document Serious or Traumatic Life Events Parent topic: Managing Patient's Addiction Details Parent topic: Document the Patient's Psychiatric R

NextGen Behavioral Health Suite Help 5.5

Managing Basic Details for Behavioral Health Suite

You can manage user interface basics NextGen® Behavioral Health Suite users. You can manage navigation, panel placements in a template, template header links, and billing details for the NextGen® Behavioral Health Suite users. For more information, go to NextGen Healthcare Success Community, and download the Getting Started User Guide for NextGen® Adaptive Content Engine. Behavioral Health Packet Navigation On Packet Navigation, a program-specific landing page, your staff can group commonly used templates and documents for easy access. Customizing the Template Panels You can expand, collapse, and re-arrange the template panels as needed. Managing Patient Details through Template Header Links You can manage patient details from the template header links. Viewing Appointment History or No Shows Document the Patient's Assessed Needs, Goals, Objectives, and Interventions You can add a link for the Needs, Goals, Objectives, and Interventions details to access the template easily. Billing in

NextGen® Adaptive Content Engine Help Enterprise 8

Enter Document Signatures

Multiple people may be required to sign the encounter. Security on the Signatures panel is set up so that only the person who checks a signature line can alter it in any way. The name of the user who is logged on to the computer fills in the name field, along with the date of the signature. After ‘signing’, you can send a task to the next person who has to sign off. Electronic signature software can be used to capture the signature for the client or parent/guardian. In the Signatures panel, place a check mark next to the label(s) that apply. If needed, enter or modify any Credentials to further identify a signature. To indicate that signature is not applicable and clear the fields of anything that may have been entered in the same row select N/A. Click the Send Task button to forward the template to the next person in line to sign off. If your signature does not fall under the preset options, use the Additional Staff section. Name and Date are required fields. Enter any additional Comm

NextGen Behavioral Health Suite Help 5.5

Nursing and MA Documentation

The NextGen® Behavioral Health Suite provides a variety of long and short notes designed for documenting nursing services. The table below provides details on intended use for each template. Template Designated Use Short Integrated Note (BH) Medical assistant or similar supporting staff to document clinical information Nursing Note (BH) Nursing staff to document nursing services Integrated Note (BH) Medical assistant or similar supporting staff to document nursing services, including updates or changes to a client's review of systems or physical exam Integrated Nursing Note (BH) Nursing staff to document nursing services, including updates or changes to a client's review of systems or physical exam Document the Patient's Clinical Details Using the Short Integrated Note Template You can document the patient's clinical details such as medication information, risk assessment details, and allergies. Document the Patient's Nursing Services You can document the patient's nursing services and

Tasking Supervisors and Staffs for Review and Signoff

Recommendations

Request Secondary Approval

Provide Secondary Approval

Task Supervisor/Staff for Review and Signoff

Managing Basic Details for Behavioral Health Suite

Enter Document Signatures

Nursing and MA Documentation

Request Secondary Approval

Provide Secondary Approval

Task Supervisor/Staff for Review and Signoff

Managing Basic Details for Behavioral Health Suite

Enter Document Signatures

Nursing and MA Documentation