NextGen Knowledge Center

Document Treatment Recommendations/Assessed Needs

  1. On the Treatment Recommendations/Assessed Needs panel, if appropriate, select No additional recommendations clinically indicated.
  2. To create a new entry, click the Priority field to enter a number.
  3. Type an Assessed Need.
  4. In the Status field, click to select a value from the Need status list.
  5. Enter a date in the Identified field.
  6. If applicable, enter Rationale(s) and/or a Resolved date.
  7. Click Add.
  8. Repeat steps 1 - 6 as needed.
  9. 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.
  10. Enter details in the Level of care/indicated service recommendations field.
  11. Type a summary in the Individual served/guardian/family response to recommendations field.
  12. 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.