Record Transition/Discharge Criteria

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Add a New Goal for IAP Reviews

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 enter

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

Document Interventions for IAP Reviews

On the Intervention panel, click the Intervention field to select a value from the picklist. Set the Status to the correct value: Active Inactive In the Summary of progress section, select one of the following options: No progress Minimal progress Some progress Good progress Enter comments in the associated field. Click Add to move the data to the grid. To modify a grid entry, highlight it to populate the fields above with the data, make the desired changes and click Update. Create a New Intervention Parent topic: The BH - IAP Review/Revision Template

NextGen® Adaptive Content Engine Help Enterprise 8

Transition/Discharge Criteria Panel

On the Transition/Discharge Criteria panel, in the Set the Estimated length of treatment and stay field, enter the appropriate time period. Enter relevant details into the How will provider/individual/guardian know level of care changes are warranted field. Under Discharge plan, enter information specific to this client's anticipated support after leaving the program. In the Development Plan Participation section, answer No or Yes to the following questions: Others participated in the development of this plan. If yes, list names. Individual has participated in the development of this plan. If no, provide reason. Parent topic: BH - Individualized Action Plan (IAP) Template

NextGen® Adaptive Content Engine Help Enterprise 8

The BH - IAP Review/Revision Template

The BH - IAP Revision/Review template is used to document progress or lack thereof and demonstrates evidence and/or rationale for the amendment of treatment goals and objectives in the Individual Action Plan (IAP). The system automatically pulls forward data from the last IAP or IAP review to the current encounter. Use this template to update or modify the IAP in any of the following ways: Revisions – work with the client to add a new goal; change goals, objectives, or interventions; or to change the frequency or duration of services Reviews – record the progress of the client, therefore facilitating the identification and tracking of treatment goals and objectives Visit Types for the BH - IAP Review/Revision Template Start an IAP Revision/Review Document Assessed Needs, Goals, Objectives and Interventions Add a New Goal for IAP Reviews Document Interventions for IAP Reviews Enter Methadone & Assertive Community Treatment Program Information Record Transition/Discharge Criteria Enter D

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Document Treatment Recommendations/Assessed Needs

On the Treatment Recommendations/Assessed Needs panel, if appropriate, select No additional recommendations clinically indicated. To create a new entry, click the Priority field to enter a number. Type an Assessed Need. In the Status field, click to select a value from the Need status list. Enter a date in the Identified field. If applicable, enter Rationale(s) and/or a Resolved date. Click Add. Repeat steps 1 - 6 as needed. In the Further Evaluations Needed section, do one of the following: Select None indicated. Place a check mark next to any of the applicable options. Enter details in the Level of care/indicated service recommendations field. Type a summary in the Individual served/guardian/family response to recommendations field. In the Treatment Planning Updates section, select No or Yes to Change in IAP Required. If Yes is selected, complete the IAP revision by clicking IAP Review at the top of the template. Parent topic: BH - Psychiatric Evaluation