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

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

Document Interventions, Methods, and Actions

Expand the Intervention(s)/Method(s)/Action(s) panel. In the Linked to goal field, click to select from the list of previously entered goals. Note: Linked to goal, Linked to Objective, and Intervention are required fields in this panel. In the Linked to objective field, select a previously selected objective. Enter the Intervention. In the Service description/modality field, select a type of therapy/group from the list or click on the top, blank line to type a value in the field. Set the Frequency of how often therapy and/or group sessions take place. In the Responsible field, select a type of provider from the Intervention Staff list or choose the top, blank line to free text a value. Select Active or Inactive. Click Add. Once the information has been added to the grid, additional interventions may be recorded as needed. When the IAP or BH Master document is generated, the intervention, method and/or action information appears under the status selections made on the BH - Individualize

NextGen® Adaptive Content Engine Help Enterprise 8

Complete the IAP General Panel

On the BH - Individualized Action Plan (IAP) template, click the Program name field to select an item from the list. Note: Program names can be added and/or edited by the practice on the Custom Picklists Setup, system template. Entering a program name helps when setting up reports for the practice but is not required. Set the Admission date. Enter an Effective date of initial IAP. Set an anticipated value for the Next review date. Parent topic: BH - Individualized Action Plan (IAP) Template

NextGen® Adaptive Content Engine Help Enterprise 8

Enter Document Signatures

Multiple people may be required to sign a document. Security on the Signatures panel is set up so that only the person who checks a signature line can alter it in any way. The name of the user who is logged into the system populates in the name field, along with the date of the signature. Electronic signature software can be used to capture the signature of the client or parent/guardian. Place a check mark next to the labels that apply. If needed, enter or modify any Credentials to further identify a signature. Select N/A to indicate a signature is not applicable and clear the fields of anything that may have been entered in the same row. Click the Send Task button to forward the template to the next person in line to sign off. If your signature does not fall under the preset options, use the Additional Staff section. Name and Date are required fields. Enter any additional Comments. Click the Add button. Parent topic: BH - Brief Assessment Template Parent topic: BH - Individualized Act

NextGen® Adaptive Content Engine Help Enterprise 8

Add a New Objective for the IAP Review

To enter a new objective in the Goals and Objectives Status Section panel, click New Objective. The BH - New Objective template opens. Select a previously documented goal from the list in the Linked to goal field. In the Objective field, choose from a list of objectives or type a new objective. The Objective field is required. 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 for the Objective. Enter the Start date. Enter a Target completion date. If required, select an Adjusted target date. Set the IAP review date. Click Save & Close to return to the BH - IAP Revision/Review template. Parent topic: Add a New Goal for IAP Reviews