Manage Goals

NextGen® Adaptive Content Engine Help Enterprise 8

Enter Goal Information

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

NextGen® Adaptive Content Engine Help Enterprise 8

Manage Data in the Assessed Needs, Goals, Objectives and Interventions Grid

Navigate to the Assessed Needs, Goals, Objectives and Interventions panel. Set the Display status of filter to the desired view. Highlight the row to be modified in the grid. The information fills the fields above the grid. Edit the information as needed and click the Update button. When the IAP Review document or BH Master are generated, the Goal and Objective Status information prints under the status selections made on the template. Parent topic: Document Assessed Needs, Goals, Objectives and Interventions

NextGen® Adaptive Content Engine Help Enterprise 8

Edit Objective Information for the IAP

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 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

Update Therapy Goals

On the Objective template, in the Goals panel, click the Add button to launch the Therapy Goals template. On the Therapy Goals template, highlight a row in the Added goals grid. The edit fields above the grid display details for the selected goal. Make any changes in enabled edit fields. Click Update. The Added goals grid displays the updated goal. Click Save & Close to return to the Objective template. The information appears in the Goals panel. Parent topic: Patient Goals