Document Assessed Needs, Goals, Objectives and Interventions

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

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 va

NextGen® Adaptive Content Engine Help Enterprise 8

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

Document Interventions for IAP Reviews

On the Intervention panel, click the Intervention field to select a value from the picklist. 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

Manage Data in the Assessed Needs, Goals, Objectives and Interventions Grid

Navigate to the Assessed Needs, Goals, Objectives and Interventions panel. Set the Display status of filter to the desired view. Highlight the row to be modified in the grid. The information fills the fields above the grid. Edit the information as needed and click the Update button. When the IAP Review document or BH Master are generated, the Goal and Objective Status information prints under the status selections made on the template. Parent topic: Document Assessed Needs, Goals, Objectives and Interventions

NextGen® Adaptive Content Engine Help Enterprise 8

Document Treatment Recommendations/Assessed Needs

On the Treatment Recommendations/Assessed Needs panel, if appropriate, select No additional recommendations clinically indicated. To create a new entry, click the Priority field to enter a number. Type an Assessed Need. In the Status field, click to select a value from the Need status list. Enter a date in the Identified field. If applicable, enter Rationale(s) and/or a Resolved date. Click Add. Repeat steps 1 - 6 as needed. In the Further Evaluations Needed section, do one of the following: Select None indicated. Place a check mark next to any of the applicable options. Enter details in the Level of care/indicated service recommendations field. Type a summary in the Individual served/guardian/family response to recommendations field. In the Treatment Planning Updates section, select No or Yes to Change in IAP Required. If Yes is selected, complete the IAP revision by clicking IAP Review at the top of the template. Parent topic: BH - Psychiatric Evaluation