Recommendations
NextGen® Adaptive Content Engine Help Enterprise 8
To modify an existing assessed need, highlight the desired row in the Assessed needs grid and click Edit. The BH Assessed Need template opens. Make the desired changes on the BH Assessed Need template. Click Save and then click Close. Parent topic: Document Assessed Needs, Goals, Objectives and InterventionsEdit an Assessed Need
NextGen® Adaptive Content Engine Help Enterprise 8
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 TemplateDocument Assessed Needs, Goals, Objectives and Interventions
NextGen® Adaptive Content Engine Help Enterprise 8
On the Goals grid, set the Display status of filter to the desired view. Highlight the row to be modified in the grid. The information appears in the fields above the grid. Edit the information as needed and click the Update button. Note: When the IAP or BH Master documents are generated, the Goal Information panel data appears under the status or statuses selected by the user on the template. Parent topic: Enter Goal InformationManage Goals
NextGen® Adaptive Content Engine Help Enterprise 8
Expand the Objective Information panel and navigate to the Objectives grid. Set the Display status of filter to the desired view. Highlight the row to be modified in the grid. The information populates in the fields above the grid. Edit the information as needed and click Update. When a document is generated, the Objective Information data appears under the statuses selected by the user on the template. Parent topic: Record Objective InformationEdit Objective Information for the IAP
NextGen® Adaptive Content Engine Help Enterprise 8
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 enterAdd a New Goal for IAP Reviews
NextGen® Adaptive Content Engine Help Enterprise 8
When populating data in the Goal Information panel, it is important to note that need and intervention data is not mandatory to complete the plan, but, goals are required. Assessed needs can also be entered on the Comprehensive Assessment template, on the Assess/Plan tab, Treatment Recommendations/Assessed Needs panel, during the intake process. In the Goal Information panel, click the Linked to assessed need field to highlight a value in the resulting list and then click OK. The read-only From form dated and Need source fields pull from information entered during the Comprehensive Assessment exam. In the Functional area field, click to select a value from the list. In the Goal field, select an item that is associated with the assessed need or manually type a goal. Set the Start date and a Target completion date for the goal. If the start and target dates are not entered before selecting an Adjusted target date, the system throws an alert. Set an Adjusted target date and fill in the va