The BH - IAP Review/Revision Template

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BH - Individualized Action Plan (IAP) Template

The Individualized Action Plan (IAP) template is the master treatment plan of care for the client. Following the Comprehensive Assessment exam, the Behavioral Health provider may choose to initiate an IAP. The IAP is completed in collaboration with the Behavioral Health client and a copy of the finished plan is usually signed by the client. The action plan template enables users to leverage electronic functionality by tying together the data across the client’s assessment, IAP, and Progress Note. Because this information is shared, the user is not repeatedly entering the same data. Visit Types for Individualized Action Plan Complete the IAP General Panel Document Assessed Needs, Goals, Objectives, and Interventions Enter Goal Information Record Objective Information Document Interventions, Methods, and Actions Other Functional Areas Not Applicable/Methadone Treatment Transition/Discharge Criteria Panel Enter Document Signatures Parent topic: Intake Visits for Behavioral Health

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BH - Psychopharm Template

The BH - Psychopharm template is intended for the Behavioral Health prescriber to document a follow-up visit. The interventions can be tied to the client's treatment plan, but the content is specific to the needs of psychiatric professionals who prescribe medication. Access the BH - Psychopharm Template Enter Program Information Record Vital Signs for the Nurse Progress Note Document Individuals Present Record Mental Status Exam Information Enter the Prescriber's Evaluation Record a Risk Assessment Document Medication Information Enter Assessment and Diagnosis Details Enter Goals, Objectives, and Interventions Addressed Today Record Plan Details Enter Document Signatures Parent topic: Behavioral Health Medication Management

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BH - Individual Counsel/Psych Prog Note Template

The BH - Individual Counsel/Psych Prog Note template enables you to document individual counseling services and the client's progress or the lack thereof. Any risk assessment, goals, objectives, or assessment data that was entered previously on the Comprehensive Assessment template set populates in the panels found on the Progress Note tab. You can document new issues and make updates to the goals, objectives and interventions. Use the Behavioral health billing section to submit billable service codes to the Superbill. The Progress Note tab can be a stand-alone template or used in conjunction with the other tabs or links. Enter Program Name Record Individuals Present Update the Client's Current Assessment Record a Risk Assessment Record New Issues Enter Goals, Objectives, and Interventions Addressed Today Document Plan and Additional Information Enter Assessment and Diagnosis Details Sign the Behavioral Health Document Complete Behavioral Health Billing Parent topic: Individual Visit W

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BH - Contact Note Template

Use the BH - Contact Note template to document billable treatment contacts with the client. This includes goal sessions with Personalized Recovery Oriented Services (PROS), case management, residential programs, and Permanent Housing Programs (PHP). The BH - Contact Note template may be used, for example, by a case manager reviewing an Individualized Recovery Plan (IRP) with a client. This information connects to the standard objectives and interventions to assist in the overall care of the Behavioral Health client. These billable encounters must include the staff’s interventions and/or services provided and the individual’s response to those interventions. Visit Types for the BH - Contact Note Enter the Program Name Document Individuals Present Record New Issues Enter Goals/Objectives and Interventions Addressed Today Enter Assessment and Diagnosis Details Sign the Behavioral Health Document Finalize Behavioral Health Billing Parent topic: Individual Visit Workflows for Behavioral Hea

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Individual Visit Workflows for Behavioral Health

Individual visit workflows for Behavioral Health enable the documentation of assessment and treatment plans for the individual client and are associated with the following Visit Types: Home Visit Psychiatric Diagnostic Evaluation Psychiatric Diagnostic Evaluation with Medical Services Psychotherapy - Individual Psychotherapy - Individual with E&M Virtual Visit Telephone Virtual Visit Video You can record new issues for the client on the Individualized Action Plan (IAP) template. The Comp Assess tab can be used to access the Treatment Recommendations/Assessed Needs panel. The IAP tab is used for the initial documentation of the client's goals, objectives and interventions for the assessed needs. The BH - IAP Review/Revision template is for updating any previously entered action plan elements. The BH - Relapse Prevention Plan template (Relapse Prev tab) is available from all of the individual psychotherapy visits. BH - Contact Note Template The BH - IAP Review/Revision Template BH - Indi

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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