Enter Goal Information

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

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 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

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 Goals, Objectives and Interventions Addressed Today

Any goals and/or objective data that were previously entered on the Comprehensive Assessment template set populate in the panels found here. The grid on this panel offers a quick view of the client's current goals and objectives. In the Goals/Objectives Addressed As Per Individualized Action Plan section, field, click to Goal today select a previously entered item. Select an Objective today from the picklist of previously entered objectives. Click Add. In the Interventions Addressed Today section, do one or both of the following actions: Click Select From Previous IAP Intervention to select a previously entered value. Enter details in the Interventions/methods provided memo field. Click the My Phrases link to select a sentence to enter in the Interventions addressed today section. Click Add. Click Save & Close. Enter the Response to Interventions/progress toward goals and objectives. Parent topic: BH - Individual Counsel/Psych Prog Note Template Parent topic: Group Visits for Behaviora

NextGen® Adaptive Content Engine Help Enterprise 8

Enter Treatment Recommendations

The Treatment Recommendations/Assessed Needs panel enables the delineation of assessed needs, their priority, their status, the date identified, the rationale for not addressing a particular need, and the date resolved. The priority, assessed need and status are required fields if this section is used. If no recommendations are indicated, select No additional recommendations clinically indicated. To enter an assessed need, click the Priority field to type a number. Free text an explanation in the Assessed Need field. In the Status field, select a value from the Need status list. Enter a date in the Identified field. If the need has been declined, deferred, or referred out, enter a Rationale. If the assessed need is resolved, enter the Resolved date. Enter other assessed needs if required. To manage existing assessments, highlight a row in the grid and click Update or Remove. To delete data from the related fields before it is saved to the grid, click Clear. Select any Further evaluatio