Record and View All Client Calls and Visits on Shift Note

NextGen® Adaptive Content Engine Help Enterprise 8

Record Tracking Details for the Current Shift

Every field on the Client Tracking panel is required. The grid on this panel filters to the current encounter date only. All historical data appears in the BH - Residential Administration template. Open the BH - Residential Shift Note template and expand the Client Tracking panel. Enter the Date. In the Time field, click one of the following: Drop-down arrow to open a Time Entry window. Click the Clock button to enter the current time. In the field to enter or edit the time. In the Location field, click to select a value from the configurable list. For more information on how to modify customizable picklists, go to NextGen Healthcare Success Community and download the latest Custom DB Picklists System Template for NextGen® Adaptive Content Engine. Click the Status field to enter a value configured by the practice. To enter additional information, click the Comments field. Click Add to populate the information in the grid. To filter the grid, select All or Current Admission To modify a

NextGen® Adaptive Content Engine Help Enterprise 8

Document Client's Affect and Mood

Open the BH - Residential Shift Note template and expand the Client Affect and Mood panel. In the Client affect field: Click to select one or more pre-configured values from the list and click OK. Select the top blank row in the picklist and click OK to type in the field. In the Client mood field: Click to choose from the multiple selection picklist. Select the top blank row to free text an entry directly in the field. Enter Comments if required. Parent topic: Shift Note Template Set

NextGen® Adaptive Content Engine Help Enterprise 8

Sign Off on Shift Notes

Signing off in the Signatures panel indicates that the entered shift notes have been reviewed. The grid on the Signatures panel does not copy forward and is not shared onto any other template. Open the BH - Residential Shift Note template and expand the Signatures panel. Place a check mark next to the label(s) that apply. When a label is selected, the Name and Date fills the corresponding fields. If needed, enter or modify any Credentials to further identify a signature. Note: The practice can pre-set credentials for users in File Maintenance. To indicate that a signature is not applicable and clear the fields of anything that may have been entered in the same row, select the N/A option. To forward the template to the next person in line to sign off on the documented shift note, click Send Task. If your signature does not fall under the pre-set options, use the Additional Staff section. Name and Date are required fields. To enter additional information, click the Comments field. To com

NextGen® Adaptive Content Engine Help Enterprise 8

Document Multiple Shifts

On the BH - Residential Shift Note template, verify the client name and encounter date are correct, then click Patient Name and Encounter Date are correct. Click the appropriate tab to indicate the shift you are documenting: Shift 1, Shift 2, or Shift 3. In the required Shift start field, enter the shift start time. Note: An alert fires if the user tries to generate a document at the end of their shift without both the start and end time fields populated. Enter the Shift end time. The Duration, read-only field automatically calculates. Review the Bed Board section, which includes a grid with information for the open chart only. This grid shares with the Residential Bed Board practice template. It reveals all of the data available on the client regardless of admission or discharge dates. Parent topic: Shift Note Template Set

NextGen® Adaptive Content Engine Help Enterprise 8

Provide Instructions for the Next Shift

On the Shift Plan panel of the BH - Residential Shift Note template, in the Plan field, do one of the following: Click to select a value from the picklist. Select the blank row in the list to free text in the field. Use the My Phrases functionality. In the Referred to field, click to select a description of the professional from the picklist or the top, blank row to manually enter a value. Enter the Reason for the referral. Select No or Yes for Homework given this shift. If Yes, do one of the following actions: Click to free text in the field. Use the My Phrases functionality. Data entered here populates in the Last homework given field at the top of the template. Parent topic: Shift Note Template Set

NextGen® Adaptive Content Engine Help Enterprise 8

Shift Note Template Set

The Shift Note template set enables users to document on individual client charts three separate times in a day. The Shift Note tab is available when the Residential Services visit type is selected. This follows a tab for Residential Admin and includes three section tabs. Shift Note tab in Residential Services Visit Type for Behavioral Health The Shift 2 and Shift 3 section tabs include all of the same functionality and panels as Shift 1. However, the entered goals, objectives and interventions are specific to each shift and do not carry over from the previous shift template. Document Multiple Shifts Enter Goals, Objectives and Interventions to be Addressed in the Current Shift Record Tracking Details for the Current Shift Document Client's Affect and Mood Provide Instructions for the Next Shift Record and View All Client Calls and Visits on Shift Note Sign Off on Shift Notes Parent topic: Residential Services Workflows

Record and View All Client Calls and Visits on Shift Note

Recommendations

Record Tracking Details for the Current Shift

Document Client's Affect and Mood

Sign Off on Shift Notes

Document Multiple Shifts

Provide Instructions for the Next Shift

Shift Note Template Set

Record Tracking Details for the Current Shift

Document Client's Affect and Mood

Sign Off on Shift Notes

Document Multiple Shifts

Provide Instructions for the Next Shift

Shift Note Template Set