Residential Services Administration

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Site Specific Client Tracking

The Residential Bed Board practice template contains a list of all clients and any dependents admitted to a residential program so that you can keep track of the client as they change locations on site. The filters enable you to filter the list of clients and are user specific: the last filter selected before saving and closing the practice template remains selected when that user accesses the template again. Track Residential Clients and Dependents Parent topic: Residential Services Workflows

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Residential Services Workflows

The templates available under the Residential Services visit type focus on documentation related to clients living in a treatment facility. Behavioral Health practices can record the admission of clients and maintain an ongoing record of a client's treatment. The following templates are available under the Residential Services visit type and focus on residential treatment documentation: BH - Residential Administration Residential Bed Board Shift Notes template set BH - Residential Administration is an encounter-based template for recording the comprehensive intake of a client staying at a treatment center. The template enables access to the most important information during an intake: client tracking, a dependent list (if applicable), medications brought in with the client, programs in which the client is enrolled, authorization for visitors or calls, and a belongings list, all in one template. Users are able to document all of the necessary information for a residential administration

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Track Residential Clients and Dependents

The Residential Bed Board practice template enables you to track residential clients and dependents based on residential program, site, and room. To access the Residential Bed Board practice, template do one of the following: From the File menu, select System/Practice Template, on the Practice tab, set Show to All, and then select Residential Bed Board in the list. Click the Bed Board link available in a Residential Services visit type. Select a filter above the top grid to filter the grid. Note: On first-time entry into this template, the filter defaults to All. The filters selected are saved at the user level. The next time a user accesses the template, the filters default to their last-saved selection. To review the client's dependent information, highlight a grid row with a client’s name who has a dependent at the facility and (find a row with Yes in the Dependent At Facility column).The grid under the Dependents section displays all of the information previously entered on the BH

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Document Visitor and Call Details

Document visit and call details the client receives in the Log section of the Call/Visitor Authorization & Log panel. On the BH - Residential Administration template, expand the Call/Visitor Authorization & Log panel. In the Log section, select the Call or Visit type. Enter the Date, Number of visitors, Visit duration, and Name(s). Note: The list for the Name(s) field contains the names that are listed in the Authorization section. Enter the Phone number and any additional Comments. To delete information from the fields before it is saved to the grid, click Clear. Click Add to save the information to the grid. Select an option to filter the grid. To modify a grid entry, highlight the desired row to populate the fields above with the data, make the changes, and click Update. To delete a highlighted item from the grid, highlight the grid row and click Remove. Parent topic: Residential Services Administration

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Record and View Call and Visitor Authorizations

The Call/Visitor Authorization & Log panel enables you to document permissions and/or restrictions for the client and log all visits and calls that the client receives. Open the BH - Residential Administration template and expand the Call/Visitor Authorization & Log panel. In the Permissions/Restrictions section, select one or both options for the Type (Call or Visit). To document a restriction, select the General Restriction option and click the field to select a single value from the list. Note: This is a customization list. For example, the practice may want to set up a Room restriction (cannot leave room), Floor restriction (cannot leave floor), Bathroom restriction (cannot use bathroom w/o staff), or Food restrictions. This single-select list is locked down until the General Restriction option is selected. Enter the Effective date and End date for the authorization or restriction and enter the Phone number and Name of the caller or visitor. Select an option from the two, mandatory

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Record Medications Brought in by the Client

A physician at the facility needs to determine if the client should be taking the prescriptions brought to the facility. Note: Items entered in the Medications on Intake panel do not upload to the Medications module. On the BH - Residential Administration template, expand the Medications on Intake panel. Enter the name of the prescription in the required Medication field. Note: Items entered in the Medication on Intake panel do not upload to the Medications module. Enter the name of the provider that prescribed the medication and the provider's phone number. Record the Pharmacy name and the Pharmacy phone details. Click the Quantity field to enter a number. To enter additional information, click the Comments field. Click Clear to delete data in the fields before it is committed to the grid. Click Add to save the data to the grid. The Date column in the grid automatically populates with the current system date. To filter the data in the grid, select All or Current Admission. To modify a

Residential Services Administration

Recommendations

Site Specific Client Tracking

Residential Services Workflows

Track Residential Clients and Dependents

Document Visitor and Call Details

Record and View Call and Visitor Authorizations

Record Medications Brought in by the Client

Residential Services Administration

Site Specific Client Tracking

Residential Services Workflows

Track Residential Clients and Dependents

Document Visitor and Call Details

Record and View Call and Visitor Authorizations

Record Medications Brought in by the Client