Individual Visit Workflows for Behavioral Health

NextGen® Adaptive Content Engine Help Enterprise 8

Intake Visits for Behavioral Health

Intake visits are where the Comprehensive Assessment exam, including a substance use assessment and mental status exam are documented. Users can also choose to document an Individualized Action Plan (IAP), screening or admission note, or a psychiatric evaluation from an intake-based encounter. There are two types of Intake visits: with or without medical services. Intake No Medical Services can be used by anyone at the practice. Intake with Medical Services is designed to be used by providers who may be performing a physical exam and/or prescribing pharmaceuticals. Home Page - Behavioral Health Template Document a Generalized Anxiety Disorder - 7 Screening Comprehensive Assessment Template Set BH - Brief Assessment Template BH - Individualized Action Plan (IAP) Template BH - Psychiatric Evaluation Parent topic: Behavioral Health

NextGen® Adaptive Content Engine Help Enterprise 8

Screening and Admission Visit Workflow

The BH - Screening/Admission Note template is used to document information that a program or Emergency Room might need for their initial evaluation of a client. Information gathered here is the basis for a summarization of the services and possible interventions that are initially provided to the client. Generally, this is completed by the non-clinical staff at the practice and can be done separately from a Comprehensive Assessment exam. The BH - Screening/Admission Note template can be accessed at any time during an encounter by selecting Other Templates from the bottom section of the navigation bar. Document Admission Data Document Referral Source Enter Assessment and Diagnosis Details Add Additional Notes Enter Document Signatures Finalize Behavioral Health Billing Parent topic: Behavioral Health

NextGen® Adaptive Content Engine Help Enterprise 8

Behavioral Health Configuration Options

Several configuration steps must be reviewed and possibly implemented to complete the Behavioral Health workflows as outlined in this user guide: On the Practice Configuration system template: Assessment/Diagnosis panel configuration enables seamless billing between the NextGen® Enterprise and NextGen® Enterprise PM applications Learn how to use the DSM IV and Behavioral Health-based Add or Update Assessment templates as part of your practice's workflow DSM IV or DSM-5 configuration for which code set standards appear on the documents A Signature panel option ensures that the configured procedures for billing a Behavioral Health encounter are enforced, including an alert option In File Maintenance, add Severity descriptions to meet DSM-5 documentation standards Billing configurations: Service Code Mapping system template File Maintenance provider level configuration The Home Page - Behavioral Health template: Some practices may find setting this home page as the default template for ev

NextGen® Adaptive Content Engine Help Enterprise 8

Transfer or Discharge Visit Workflow

Set the Visit Type to Discharge Planning on the Home Page - Behavioral Health template to access the Transfer/Discharge tab, which includes three section tabs. The BH - Transfer/Discharge template set can also be accessed at any time by clicking Discharge/Transfer on the bottom section of the left navigation bar. Navigation Bar The BH - Transfer/Discharge template set includes three section tabs: Assessment Summary Plan Enter Transfer/Discharge Data Complete the Transfer/Discharge Plan Parent topic: Behavioral Health

NextGen® Adaptive Content Engine Help Enterprise 8

The BH - IAP Review/Revision Template

The BH - IAP Revision/Review template is used to document progress or lack thereof and demonstrates evidence and/or rationale for the amendment of treatment goals and objectives in the Individual Action Plan (IAP). The system automatically pulls forward data from the last IAP or IAP review to the current encounter. Use this template to update or modify the IAP in any of the following ways: Revisions – work with the client to add a new goal; change goals, objectives, or interventions; or to change the frequency or duration of services Reviews – record the progress of the client, therefore facilitating the identification and tracking of treatment goals and objectives Visit Types for the BH - IAP Review/Revision Template Start an IAP Revision/Review Document Assessed Needs, Goals, Objectives and Interventions Add a New Goal for IAP Reviews Document Interventions for IAP Reviews Enter Methadone & Assertive Community Treatment Program Information Record Transition/Discharge Criteria Enter D

NextGen® Adaptive Content Engine Help Enterprise 8

BH - Individual Counsel/Psych Prog Note Template

The BH - Individual Counsel/Psych Prog Note template enables you to document individual counseling services and the client's progress or the lack thereof. Any risk assessment, goals, objectives, or assessment data that was entered previously on the Comprehensive Assessment template set populates in the panels found on the Progress Note tab. You can document new issues and make updates to the goals, objectives and interventions. Use the Behavioral health billing section to submit billable service codes to the Superbill. The Progress Note tab can be a stand-alone template or used in conjunction with the other tabs or links. Enter Program Name Record Individuals Present Update the Client's Current Assessment Record a Risk Assessment Record New Issues Enter Goals, Objectives and Interventions Addressed Today Document Plan and Additional Information Enter Assessment and Diagnosis Details Sign the Behavioral Health Document Complete Behavioral Health Billing Parent topic: Individual Visit Wo

Individual Visit Workflows for Behavioral Health

Recommendations

Intake Visits for Behavioral Health

Screening and Admission Visit Workflow

Behavioral Health Configuration Options

Transfer or Discharge Visit Workflow

The BH - IAP Review/Revision Template

BH - Individual Counsel/Psych Prog Note Template

Intake Visits for Behavioral Health

Screening and Admission Visit Workflow

Behavioral Health Configuration Options

Transfer or Discharge Visit Workflow

The BH - IAP Review/Revision Template

BH - Individual Counsel/Psych Prog Note Template