NextGen Knowledge Center

Start a New Intake for a Brief Assessment

The General Panel enables you to document a new episode of care, if applicable. The Start and End buttons are available here and on the Behavioral health billing section at the bottom of the template. The values documented in either place are immediately reflected in the same field on the other section. The times can be modified by clicking in the field. If desired, you can enter a time at a later date. It is important to follow the established format: 0:00 AM or PM.

  1. In a Behavioral Health visit, expand the navigation bar and at the top of the third grouping of available links, click Brief Assess.
  2. Select the Discussed confidentiality and obtained consent for care option.
    When this option is not selected, the text appears in a bold font and no references to confidentiality print on the document. After selection, the text turns to back to a regular font (not bold) and a line item at the top of the document reads: Confidentiality discussed and consent for care obtained.
  3. To start a new intake, click the New Intake button.
  4. In the Program name field, click to select a value from the list.
    The 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.
  5. Enter the time by doing on of the following:
    • Click the down arrow to enter a value on the template.
    • Click the clock button to enter the current time.