Record Tracking Details for the Current Shift

NextGen® Adaptive Content Engine Help Enterprise 8

Record and View All Client Calls and Visits on Shift Note

Open the BH - Residential Shift Note template and expand the Client Call/Visit Log panel. Select Call or Visit for Type, a required field. Click the Date field to enter the required value in the calendar window. Enter the caller or visitor information. The Name(s) field displays a list of names from the BH - Residential Administration, Authorized values. Click Close. To enter additional information, click the Comments field. Click Add to populate the information in the grid. To filter the grid, select All, Call, Visit or Current Admission (default filter). Parent topic: Shift Note Template Set

NextGen® Adaptive Content Engine Help Enterprise 8

Enter Goals, Objectives and Interventions to be Addressed in the Current Shift

The first panel on the BH - Residential Shift Note template documents the goals/objectives and interventions addressed in the current shift. Required fields are marked with an asterisk. Open the BH - Residential Shift Note template and expand the Goals/Objectives and Interventions Addressed this Shift panel. Under the first section, click the Addressed diagnosis field to open an associated picklist. The Diagnosis code field automatically populates and vice versa if the user decides to use the code field to enter the data. The Addressed Diagnosis or the Diagnosis code fields are not required and launch an Addressed Diagnosis picklist that pulls from the data previously entered in the Assessment/Diagnosis grid on other templates in the Behavioral Health template set. Click the required Goal today field to open a list of new, continued, or revised goals entered on either of the Individualized Action Plan templates. In the Objective today, required field, click to select a value from a lis

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

Enter Details to Track the Client

The Client Tracking panel is used to document the client's location within the facility. In the Date field, click to enter a value that is editable. In the Time field, do one of the following: Click the clock button to populate the field with the current system time. Click the field to enter a different time. In the required, Location field, click to select from the customizable DB picklist. For more information on how to modify the custom DB picklist, go to NextGen Healthcare Success Community and download the latest Custom DB Picklists Practice Template for NextGen® Adaptive Content Engine. Click the Status field to select from the customizable picklist or free text up to 15 characters over the selected value. To enter additional information, click the Comments field. Click Add to save the data to the grid. To delete data from the related fields before it is saved to the grid, click Clear. To filter the grid, select a filter option. To delete a highlighted grid row that was committed

NextGen Behavioral Health Suite Help 5.5

Document the Clinician's Shift Notes

You can document three separate shifts per day using the Shift 1, Shift 2, and Shift 3 tabs within the Residential Administration (BH) template. You can select each tab to open the corresponding templates for documenting each shift. Each section or tab includes the same functionality. The entered goals, objectives, and interventions are specific to each shift and do not carry over from the previous shift template. All documentation entered on the shift note for the patient is consolidated into one note that covers all three shifts. All three shifts should occur within a 24-hour period. Open NextGen® Enterprise EHR, and then in Patient History, select Open Templates. The Select Template window opens. On the Medical Records tab, select All. Select Residential Shift Note (BH), and then select OK. Note: You can open the Residential Shift Note (BH) template from your Packet Navigation, or from the Templates module. For more information on configuring Packet Navigation, go to NextGen Healthc

NextGen® Adaptive Content Engine Help Enterprise 8

Enter Residential Program Information

On the Home Page - Behavioral Health template, set the Specialty to Behavioral Health and the Visit Type to Residential Service. Click Residential Admin to open the Residential Administration template. Select a Program. Note: The Program field is a mandatory field. Program names can be added and/or edited by the practice on the Custom Picklists Setup system template. Enter the client's Bed and Room information. For more information on how to modify the list of rooms, go to NextGen Healthcare Success Community and download the latest Custom DB Picklists System Template for NextGen® Adaptive Content Engine. Enter the Building and Site and Admission date information from the customizable lists or free text over the selected entry. The Admission date field accepts a future date. Entering an admission value after the Discharge date prompts an alert message. Enter the Discharge date, if known. The Discharge date field can accept a future date. Attempting to enter a value that is on or before

Record Tracking Details for the Current Shift

Recommendations

Record and View All Client Calls and Visits on Shift Note

Enter Goals, Objectives and Interventions to be Addressed in the Current Shift

Sign Off on Shift Notes

Enter Details to Track the Client

Document the Clinician's Shift Notes

Enter Residential Program Information

Record and View All Client Calls and Visits on Shift Note

Enter Goals, Objectives and Interventions to be Addressed in the Current Shift

Sign Off on Shift Notes

Enter Details to Track the Client

Document the Clinician's Shift Notes

Enter Residential Program Information