Document Interventions, Methods, and Actions

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

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

Enter Document Signatures

Multiple people may be required to sign a document. Security on the Signatures panel is set up so that only the person who checks a signature line can alter it in any way. The name of the user who is logged into the system populates in the name field, along with the date of the signature. Electronic signature software can be used to capture the signature of the client or parent/guardian. Place a check mark next to the labels that apply. If needed, enter or modify any Credentials to further identify a signature. Select N/A to indicate a signature is not applicable and clear the fields of anything that may have been entered in the same row. Click the Send Task button to forward the template to the next person in line to sign off. If your signature does not fall under the preset options, use the Additional Staff section. Name and Date are required fields. Enter any additional Comments. Click the Add button. Parent topic: BH - Brief Assessment Template Parent topic: BH - Individualized Act

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

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

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