Add a New Goal for IAP Reviews

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Document Interventions for IAP Reviews

On the Intervention panel, click the Intervention field to select a value from the list. Set the Status to the correct value: Active Inactive In the Summary of progress section, select one of the following options: No progress Minimal progress Some progress Good progress Enter comments in the associated field. Click Add to move the data to the grid. To modify a grid entry, highlight it to populate the fields above with the data, make the desired changes and click Update. Create a New Intervention Parent topic: The BH - IAP Review/Revision Template

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Document Assessed Needs, Goals, Objectives, and Interventions

Any previously entered data fills the grid under the Assessed needs section on the panel. On the Assessed Needs, Goals, Objectives and Interventions Overview panel, click the Display status of field and select a value to sort the grid. Click the Add button beneath the grid to enter an Assessed need on the template. In the Priority field, click to type a number. Type an explanation in the Assessed Need field. In the Status field, select a value from the Need status to display list. Enter a date in the Identified field. If applicable, set the Resolved date. If the need has been declined, deferred, or referred out, enter a Rationale. Click Save. Do one of the following: Click Clear for Add to enter other assessed needs. Click Close to return to the IAP tab. Edit an Assessed Need Manage Data in the Assessed Needs, Goals, Objectives and Interventions Grid Parent topic: BH - Individualized Action Plan (IAP) Template Parent topic: The BH - IAP Review/Revision Template

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Start an IAP Revision/Review

To access the BH - IAP Revision/Review template do one of the following: Click the IAP Review tab. Click the IAP Review link in the navigation bar. Click the IAP Review link available from most of the Behavioral Health tabs in the template set. On the BH - IAP Revision/Review template, click the Program name field to select a value. Program names can be added and/or edited by the practice on the Custom Picklists Setup, system template. Set the Review date. Select Review or Revision. Enter a future date for Next review due by. Parent topic: The BH - IAP Review/Revision Template

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Add a New Objective for the IAP Review

To enter a new objective in the Goals and Objectives Status Section panel, click New Objective. The BH - New Objective template opens. Select a previously documented goal from the list in the Linked to goal field. In the Objective field, choose from a list of objectives or type a new objective. The Objective field is required. Take notice of the counter for the Characters left to be sure that all of the data appears on the generated document. Set the Status for the Objective. Enter the Start date. Enter a Target completion date. If required, select an Adjusted target date. Set the IAP review date. Click Save & Close to return to the BH - IAP Revision/Review template. Parent topic: Add a New Goal for IAP Reviews

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Update Goal and Objective Status for IAP Reviews

When entering data in the Goals and Objectives Status Section panel, it is important to note that needs and interventions are not mandatory to complete the plan, but goals are required. The grid at the bottom of this panel offers a quick view of the client’s current needs, goals, and objectives. In the Goals and Objectives Status Section panel, click the Goal field to select a current goal to review. Enter the current status for the goal. Continued Discontinued - Actual date of goal discontinuation Attained - actual date of goal attained Revised Enter one of the following: Goal target completion date Goal adjusted target date Click the required Objective field to enter an objective for that goal. Choose one of the following for the status of the Objective: Continued Discontinued - Actual date of objective discontinuation Attained - actual date of objective attained Revised Enter one of the following values: Objective target completion date Objective adjusted target date If this is not

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Enter Goal Information

When populating data in the Goal Information panel, it is important to note that need and intervention data is not mandatory to complete the plan, but, goals are required. Assessed needs can also be entered on the Comprehensive Assessment template, on the Assess/Plan tab, Treatment Recommendations/Assessed Needs panel, during the intake process. In the Goal Information panel, click the Linked to assessed need field to highlight a value in the resulting list and then click OK.The read-only From form dated and Need source fields pull from information entered during the Comprehensive Assessment exam. In the Functional area field, click to select a value from the list. In the Goal field, select an item that is associated with the assessed need or manually type a goal. Set the Start date and a Target completion date for the goal. If the start and target dates are not entered before selecting an Adjusted target date, the system throws an alert. Set an Adjusted target date and fill in the val