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Set up BHM: Routine Monitoring

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To implement BHM: Routine Monitoring in myEvolv NX, complete the following configuration.

Set up duration intervals 

Routine monitoring intervals always default to the agency's default setting under Agency Information.

  1. Go to: Agency Setup > Agency > Agency > Agency Information.
  2. Under Agency-Specific Settings, go to the Behavioral Health Monitoring (BHM) section.
  3. In the BHM Default Interval field, enter the duration to use for interval tracking. 
  4. Select Save.

Note: If no duration is entered, the interval duration defaults to 30 minutes (for example, 7:00 - 7:30). Intervals can be modified when documenting in BHM: Routine Monitoring.

Create shift sets

Shift sets are linked to specific events that can be documented during a shift. Multiple shifts can be added within a shift set. 

Prerequisite: Users must have access to the formset member.

  1. Go to: Agency Setup > Other Set ups > Routine Monitoring Set up > Routine Monitoring Shifts.
  2. Select New and enter a Description. 
  3. In the Shift Set sub-form, enter the interval description and the associated start and end times. The following screenshot shows an example of how multiple shift intervals can be linked to one shift set.
    clipboard_ea781a5c711f7c812944cafdeda91d620.png
  4. Select Save.
Create events

There are two event categories used with BHM: Routine Monitoring. Both must be configured to use this feature:

  • Behavioral Monitoring Activities - Use this category to create the parent event. For example, Visual Checks.
  • Behavioral Monitoring Activities-Other - Use this category to create the child events to indicate what other activities were completed or provided during the parent event. For example, during a Visual Check, you would have options such as Used Bathroom, Sleeping, Repositioned, or Watching TV.
  1. Go to: Agency Setup > Event Setup > People > Events Setup.
  2. Search for and select Behavioral Monitoring Activities.
  3. Select New and create to create an event.
  4. Complete or enable the following fields:
    • Description
    • Is Service Event?
    • Has Service form group?
    • Is Date Required
    • Validate against Enrollment and Discharge Dates
    • Prohibit end date in future
    • Auto Complete
  5. Select Save.

Important: 

  • Do not select Can be individually entered. BHM: Routine Monitoring Events will be completed via BHM: Routine Monitoring.
  • Do not add a route. Services entered in BHM: Routine Monitoring can only be submitted.

Repeat the above steps to create the child events using the Behavioral Monitoring Activities-Other category.

Link events to programs 

New fields have been added to indicate whether an event can be used with BHM: Routine Monitoring.

  1. Go to: Agency Setup > Services Setup > By Program > Individual Services.
  2. Select Actions on the desired program line and then Open.
  3. Select the red + sign to expand a new row. 
  4. In Service Event, search for and select the Behavioral Monitoring Activity (parent event).
  5. Complete and enable the following fields:
    1. Service Facility Type
    2. Use Routine Monitoring?
    3. Behavior Monitoring Shift
    4. Shift Interval 
      Note: Only one shift interval needs to be entered. All shifts will be available for users to select when documenting in BHM: Routine Monitoring.
    5. Electronically Signed 
    6. Can Submit (Select if the event with all other activities needs to be submitted for approval).
  6. Select Save.

Important: Do not add a route. BHM: Routine Monitoring only allows for Submit.

Repeat the above steps to add all Behavioral Monitoring Activities-Other events to be completed during the parent event(s).

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