NextGen Knowledge Center

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.

  1. If no recommendations are indicated, select No additional recommendations clinically indicated.
  2. To enter an assessed need, click the Priority field to type a number.
  3. Free text an explanation in the Assessed Need field.
  4. In the Status field, select a value from the Need status list.
  5. Enter a date in the Identified field.
  6. If the need has been declined, deferred, or referred out, enter a Rationale.
  7. If the assessed need is resolved, enter the Resolved date.
  8. Enter other assessed needs if required.
  9. To manage existing assessments, highlight a row in the grid and click Update or Remove.
  10. To delete data from the related fields before it is saved to the grid, click Clear.
  11. Select any Further evaluations needed.
  12. Type details associated with the Level of care/indicated service recommendations in the field.
  13. Enter information into the Individual served/guardian/family response to recommendations field.
  14. In the Treatment Planning Updates section, answer No or Yes to: Change in IAP required.