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Behavioral Health Log

The Behavioral Health Log feature enables authorized behavioral health providers to log and manage behavioral health entries in a centralized and secure environment. Integrated with our existing Health Log, this new feature is specifically designed for social workers and counselors to ensure a seamless and holistic approach to child healthcare and wellbeing.

In this article:

 

 

Provider Permissions

With the addition of the Behavioral Health Log feature, there are two sets of Health Log permissions, allowing primary providers to create two distinct roles:

  1. Health Log: General
  2. Health Log: Behavioral

Important: Access to the Health Log: Behavioral is not available by default. As shown in the screenshot below, the permissions for the Health Log: Behavioral are set as None by default. View or Edit permissions for the Behavioral Health Log will need to be manually added to any roles that require access to this feature.

To ensure confidentiality and compliance, organizations are encouraged to set custom permissions to limit the Behavioral Health Log feature to only authorized behavioral health staff.

Important: A provider with access to the Behavioral Health Log, and who is registered to view the associated participant, can access any Behavioral Log entries. These entries are not restricted to the provider who originally created them.

In the event that General Health providers will need access to the Behavioral Health Log, their permissions will need to be adjusted. For more information on managing permissions, please check out the Permissions support article.

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Behavioral Health Log Entries

00:03: Well, hi. I'm Phil from the DocNetwork Training Team. 00:06: In this video, we're going to show you our brand new behavioral health 00:10: log module, which is integrated directly into our existing 00:14: health log system. This feature allows you to log 00:18: behavioral health log entries, right alongside general health 00:22: log entries, maintaining our SOAP note format. By having both the behavioral 00:27: and general health log in one place, this ensures a more comprehensive and 00:31: holistic set of features enabling organizations to deliver more well-rounded 00:36: care for the whole child. Before we dive in, 00:38: it's important to point out that providers need to have the right permissions and role 00:42: set up in order to access the behavioral health log. 00:46: Typically it's more likely that those who need access to the behavioral health 00:50: log entries, won't need access to the general health log and 00:54: the inverse is true as well. That being said, whatever your organization's 00:58: unique setup, you can control those permissions in settings, 01:02: general, and then permissions. 01:05: So let's go ahead and jump in. First create a new health log entry. 01:10: Navigate to the health log, and select new entry. 01:15: Click the new button to create a new entry. 01:18: Second, you're going to want to choose your entry type. 01:22: When creating a new entry, you'll be prompted to choose between General log 01:27: or behavioral log. Simply select behavioral log. 01:31: If you're logging these type of encounters, then you'll begin to complete your 01:35: behavioral health log. Once you've chosen Behavioral Health, you 01:39: can start entering the participants details. 01:42: We'll enter the participant info in the participant box, type, 01:46: the participants name and select it from a list. Then the date and time. 01:50: If needed, you can change the date and time of the entry or load a saved template 01:55: for faster, documentation. Similar to how templates are created and 01:59: used within the General Health logs, the same is true for the behavioral health 02:02: log. In this example, we'll continue to move forward without 02:06: utilizing a template. Next, you'll want to add details from the menu on 02:11: the right hand side. You can enhance the entry by adding more fields. 02:15: These fields include subjective; which includes items such 02:19: as chief complaint, location, and history. Objective; 02:25: which contains: mood, affect, and cognitive functioning. 02:30: As you see here, when you select an option on the right, it appears in your log on the 02:34: left. Each option offers you a specific pick list 02:38: of options. These options were created by experts in the Behavioral Health 02:42: Community. Additionally, it's worth pointing out that 02:46: some of these pick lists, give you the ability to select multiple options. 02:52: However, when it comes to the assessment and plan options, some of those limit 02:56: you to one selection. Moving on from the objective section, we come 03:00: to the assessment and plan. Here in the assessment and plan, 03:04: This is the final documented step, as the previous sections inform 03:08: this stage. It's the assessment plan stage that helps providers to 03:13: summarize and communicate next steps for the participant. 03:16: This should be used as the final input for this phase. 03:20: These assessments include: Suicidal Risk 03:22: Assessment, Homicidal Risk Assessment, Self-Injurious Behavior 03:27: Assessment, Abuse and Neglect Risk Assessment, 03:31: A Bullying Risk Assessment, as well as having the assessment plan and 03:35: provider selections locked. 03:37: You can select the follow-up field to note a date and time that the participant needs 03:41: to be followed up with. You can also attach documents or upload related 03:46: notes. Whether that's simply an image of a paper record 03:49: you need to keep and attach or similar related documents as appropriate. 03:53: Your log automatically saves as you type, 03:56: so don't worry about losing your work. 03:58: You can always come back to edit or finish your entry later. 04:01: If you have a draft those in red, if you were the provider who created 04:05: that entry, you can later go back and complete it or even delete it assuming it's 04:09: still in draft mode. Additionally, similar to the General Health log, 04:13: you still have the ability to link visits, add addendums or review entries. 04:18: Once you've created your health log, click submit to finalize the 04:22: entry. If you'd like to immediately start another entry, simply 04:27: click submit new, or if you need to discard your work, you can select delete 04:31: draft to remove the entry. Well that's it. 04:34: You've successfully completed a behavioral health log entry and with 04:38: that you can now track your behavioral and General Health log data 04:42: all in one module and this will ensure comprehensive care for 04:46: all of your participants. Thanks for watching. 04:49: And as always, don't hesitate to reach out if you have any questions.

Like General Health Log entries, Behavioral Health Log entries follow the standard SOAP note format (an acronym for Subjective, Objective, Assessment, and Plan), a widely adopted communication tool between interdisciplinary healthcare providers.

Our application allows you to document a participant’s behavioral health-specific chief complaint, history, assessment/plan, and other items. Additionally, the entry options are designed to efficiently record entries by including session time and encounter type.

Entries in black signify a completed entry, while entries in red indicate a draft that has not yet been submitted. You may filter through these entries using conditions, which work in a similar fashion as the List Builder.

Just like the General Health Log, the Behavioral Health Log is tamper-proof. This means that entries cannot be deleted, and they cannot be altered by anyone other than the provider who originally entered them. Entries can have an addendum and linked visits added by other providers, but the original entry will always remain intact. Entries can also be marked as reviewed.

Create New Behavioral Health Log Entry

Before you begin creating Behavioral Health Log entries, you can customize the locations available in the Health Log. Check out our Settings article to learn more.

When you create a new Health Log entry, you can add additional fields by selecting items from the Objective, Assessment/Plan, and Additional categories to inform the final assessment. Drafts automatically save as you type, and you can come back to drafts to make edits at any point in time.

To create a new Behavioral Health Log entry:

  1. In the Menu, click Health Log.
  2. In the submenu that appears, click New.
  3. In the Log Type dropdown, select Behavioral Log.
    Note: If you are creating a new General Health Log entry, select General Log.
  4. In the Participant dropdown, type the name of the participant, and then select the name from the list that appears.
    Important: You can only create entries for the dates that fall within the time that a participant is registered to attend a session. If you try to create an entry during a date outside of these times, you will receive an error message that says, "Participant has no active registrations at the time selected above."
  5. (Optional) If you want to change the Date and Time of the Health Log entry, click the Logged dropdowns and select the correct date and time.
    Note: The date and time defaults to the current date and time.
  6. (Optional) If you want to use a template for the entry, click the Load a Template dropdown, and then select the template that you want. Learn how to create templates in the Health Log Templates article.
    Tip: Behavioral Health Log templates include fields for Session Time and Encounter Type. 
  7. Complete the information in all of the boxes outlined in red. These are required fields, and you can hover your cursor over the Tool Tip icon (ToolTip_Icon.png) to see a description of the type of information needed.
  8. (Optional) Click the fields found within the Objective, Assessment/Plan, and Additional categories in the right column to add fields to the Behavioral Health Log form.
    Tip: Some of the fields give you the option to add more than once response.
    Tip: In the Assessment/Plan section, click the Follow-Up field to set a News Feed alert to follow up with the participant.
  9. (Optional) If you want to upload a document, click the File box and select the document or drag and drop the document in the box.
    Note: Due to the sensitive nature of behavioral health-specific documentation, we encourage providers to only upload documentation relevant to the encounter and on an as-needed basis.
  10. (Optional) If you want the authorized users on a participant's profile to receive an email summary of the Health Log entry, click the Do NOT Notify dropdown, and then select Notify Authorized Users.
    Note: By default, authorized users cannot view and are not notified about Health Log entries.
  11. Do one of the following, depending on whether you want to submit the Behavioral Health Log entry, submit the entry and begin a new entry, or delete the entry draft:
    • If you want to submit the Behavioral Health Log entry, click the SUBMIT button.
    • If you want to submit the Behavioral Health Log entry and begin a new entry, click the SUBMIT AND NEW button.
    • If you want to delete the Behavioral Health Log entry draft, click the DELETE DRAFT button.
      Important: A Behavioral Health Log entry cannot be deleted after it has been submitted. You can mark it as an error if there is a mistake with a submitted entry. Check out the Health Log Updates article to learn more.

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