Enter Document Signatures

NextGen® Adaptive Content Engine Help Enterprise 8

Document Individuals Present

In the Individuals Present panel, select from one of the Contact Type options. Select one of the following in the Individuals present section: Individual not present Individual present Select Others present and enter the details in the Support Resources section. In the Support Resources section, record the client's closest friends and relatives. To add the support resources data in the grid, click Add. To change the grid view, select All or Active. The Effective and End dates determine if a resource is Active. Parent topic: BH - Contact Note Template Parent topic: BH - Psychopharm Template Parent topic: Nurse's Progress Note (Long) Parent topic: Nurse's Progress Note (Short)

NextGen® Adaptive Content Engine Help Enterprise 8

Record Plan Details

On the BH - Psychopharm template, navigate to the Plan panel. Document the Diagnosis since the last visit by selecting from the following: No change Yes, CA update required Next to Rationale for changing medications, select Not indicated or enter an explanation in the associated field. Answer No or Yes to: Were Medications delivered today. Next to If Yes, for what duration select one of the following options: Weekly Monthly Other Select No or Yes to indicate if there was a Prescription written. Document if the medication was Called into pharmacy. Next to Lab tests were ordered, select No or Yes. If Yes, enter available Results in the associated field Click the Review Labs link to open the Orders module and to view existing lab orders for this client. Document Instructions/comments/plan, as applicable. To schedule a follow up, click the Follow Up button to the right of Next Appointment. Follow-up/Disposition The Follow-up/Disposition template opens to document appointment details. Paren

NextGen® Adaptive Content Engine Help Enterprise 8

Enter the Prescriber's Evaluation

Expand the Prescriber's Evaluation panel. If there are no modifications, select the No changes reported/observed check box. In the Interim Update field, use the My Phrases link or manually type information about the client's progress since the last visit related to symptoms, effectiveness of medications, substance use, changes in family/social history, overall functioning, and any new issues. For more information about My Phrases, go to NextGen Healthcare Success Community, and download the latest Getting Started User Guide forNextGen®Adaptive Content Engine. Parent topic: BH - Psychopharm Template

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

Enter Document Signatures

Multiple people may be required to sign the encounter. 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 on to the computer fills in the name field, along with the date of the signature. After ‘signing’, you can send a task to the next person who has to sign off. Electronic signature software can be used to capture the signature for the client or parent/guardian. In the Signatures panel, place a check mark next to the label(s) that apply. If needed, enter or modify any Credentials to further identify a signature. To indicate that signature is not applicable and clear the fields of anything that may have been entered in the same row select N/A. 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 Comm

NextGen® Adaptive Content Engine Help Enterprise 8

Record Signatures on the Group Therapy Progress Note

Multiple people may be required to sign a treatment plan. 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 on to the computer populates in the name field, along with the date of the signature. After ‘signing,’ the signer clicks on the Send Task button in the upper right of this panel. The template is sent to the next person who has to sign off. Electronic signature software can be used to capture the signature for client and/or parent/guardian. To record signatures in the Signatures panel, place a check mark next to the applicable label(s). Enter any Credentials to further identify a signature. Select N/A to indicate that a signature is not applicable and clear the fields of anything that may have been entered in the same row. The Send Task button facilitates forwarding the template to the next person in line to sign. If one of the required signatures does not fall under the preset

Enter Document Signatures

Recommendations

Document Individuals Present

Record Plan Details

Enter the Prescriber's Evaluation

Enter Document Signatures

Enter Document Signatures

Record Signatures on the Group Therapy Progress Note

Enter Document Signatures

Document Individuals Present

Record Plan Details

Enter the Prescriber's Evaluation

Enter Document Signatures

Enter Document Signatures

Record Signatures on the Group Therapy Progress Note