Add a New Objective for the IAP Review

NextGen® Adaptive Content Engine Help Enterprise 8

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

Add a New Goal 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, select the New Goal link to open the BH- New Goal template. BH-New Goal Select a previously entered need for Linked to assessed need and click OK. In the Functional area field, select from the list. Type a new Goal and enter the Start date and Target completion date. Note: If the start and target dates are not entered before selecting an Adjusted target date, the system alerts the user to enter them. Enter the Desired outcomes for assessed need in individual's words. Record the Supports, resources, organizations and individuals needed to meet this goal. Answer No, Yes, or Yes, but deferred to the question: Has a problem been identified and enter

NextGen® Adaptive Content Engine Help Enterprise 8

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

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

Create a New Intervention

To enter a new intervention on the Intervention panel, click New Intervention. The BH - New Intervention template opens. Click the Linked to goal field to select a goal from the list and click OK. In the Linked to objective field, select an item from the list of previously entered objectives. Type an Intervention in the associated field. Click the Service description/modality field to select a value from the Modality list or to use the top, blank line in the list to type a different modality. In the Frequency field, do one of the following: Select a value from the list. Close the list to type a new kind of frequency. Set Responsible (type of provider) to a value available from the picklist or close the list to enter a different type of provider. Select Active or Inactive. Click Save & Close to return to the IAP Review tab. Parent topic: Document Interventions for IAP Reviews

NextGen® Adaptive Content Engine Help Enterprise 8

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

Add a New Objective for the IAP Review

Recommendations

Update Goal and Objective Status for IAP Reviews

Add a New Goal for IAP Reviews

Record Objective Information

Document Assessed Needs, Goals, Objectives and Interventions

Create a New Intervention

Start an IAP Revision/Review

Update Goal and Objective Status for IAP Reviews

Add a New Goal for IAP Reviews

Record Objective Information

Document Assessed Needs, Goals, Objectives and Interventions

Create a New Intervention

Start an IAP Revision/Review