Transition/Discharge Criteria Panel

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Document Interventions, Methods, and Actions

Expand the Intervention(s)/Method(s)/Action(s) panel. In the Linked to goal field, click to select from the list of previously entered goals. Note: Linked to goal, Linked to Objective, and Intervention are required fields in this panel. In the Linked to objective field, select a previously selected objective. Enter the Intervention. In the Service description/modality field, select a type of therapy/group from the list or click on the top, blank line to type a value in the field. Set the Frequency of how often therapy and/or group sessions take place. In the Responsible field, select a type of provider from the Intervention Staff list or choose the top, blank line to free text a value. Select Active or Inactive. Click Add. Once the information has been added to the grid, additional interventions may be recorded as needed. When the IAP or BH Master document is generated, the intervention, method and/or action information appears under the status selections made on the BH - Individualize

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

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

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Record Objective Information

In the Objective Information panel, select a previously documented goal from the list in the Linked to goal field. In the Objective field, choose from a list of objectives. The Objective field is required on this panel. An item can be selected from this list and more information typed or the list can be closed and a new objective typed into the field. 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. In the Start date field, select a date. Enter a Target completion date. If required, select an Adjusted target date. Set the IAP review date. Click Add. Edit Objective Information for the IAP Parent topic: BH - Individualized Action Plan (IAP) Template

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Complete the IAP General Panel

On the BH - Individualized Action Plan (IAP) template, click the Program name field to select an item from the list. Note: Program names can be added and/or edited by the practice on the Custom Picklists Setup, system template. Entering a program name helps when setting up reports for the practice but is not required. Set the Admission date. Enter an Effective date of initial IAP. Set an anticipated value for the Next review date. Parent topic: BH - Individualized Action Plan (IAP) Template

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Record Transition/Discharge Criteria

In the Transition/Discharge Criteria panel, if appropriate, place a check mark next to No change. Enter the expected duration of treatment in Estimated length of treatment and stay. Enter details for How will provider/individual/guardian know level of care changes are warranted. In the Discharge plan field, type the anticipated plan for discharge, including support services. In the Development Plan Participation section, answer No or Yes to the statement: Others participated in the development of this plan. If Yes is chosen, enter a value in the field labeled: If yes, list names. Select No or Yes for Individual has participated in the development of this plan. For No, type an explanation in the If no, provide reason field. Parent topic: The BH - IAP Review/Revision Template