Reminders can be presented for ALL clients not just Active clients | Main Menu > Admin Tools > System Setup (Supplemental) > Reminders
In Admin Tools > System Setup (Supplemental), in the Reminders section, is a new toggle Include ALL clients in Draft Notes, Routed Notes and Started Forms sections. When you turn this on and click Update at the bottom of the Reminders setup section, the following sections in the Reminders page will display records for ALL clients Draft Notes Routed Notes Started Forms
Prior to this change, those sections only displayed items for ACTIVE clients. This toggle is OFF by default. |
Lab Results can be included in the badge count in a user's Reminders | NextStep Home Screen > Purple Menu Bar > Reminders
If the user has access to the Lab Results page, and the Lab Results Reminders are enabled in the Reminders section of System Setup (Supplemental), that user’s badge count will reflect the number of rows in the Lab Results section of Reminders. |
Require Diagnosis be entered for all new Clinical Exchange lab orders | Main Menu > Select a Client > Click Orders > New Order > Lab
Diagnosis is now required for all Clinical Exchange lab orders in the Orders Widget. Since Clinical Exchange requires Diagnosis regardless of the payer type responsible for the fees, this will help catch potential problems with new Clinical Exchange lab orders farther upstream in the process. Note: Clinical Exchange is one of the options available in the Type field of a lab order. |
Notes Export Report now includes Note Start Time and Note Stop Time Columns which are available to all agencies | Main Menu > Administrative Reports > Notes Export The Notes Export Report now displays two new columns Note Start Time and Note Stop Time. These fields are filled in from the Notes' "built-in" time fields shown below for those agencies that enable the "Include Start/Stop Time for Notes" feature. 
Customers using NextStep Billing may already be using Start and Stop times pulled in from Billing. Those have not been changed. The new fields appear at the far right of the report.
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Main NextStep Navigation Bars remember states between sessions | NextStep Home Screen
When you log in to NextStep, it will remember the state of the far left "hamburger" menu bar and the left quick navigation bar. For example, if you logout of NextStep with the hamburger menu bar collapsed, and the quick navigation bar expanded, when you log back in, you would see the following layout:
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Limit who appears as options for Rendering Provider in Census Billing by Role | For Administrators : Main Menu > Admin Tools > System Setup (Supplemental) > Census Billing
You can now limit the names in the Rendering Provider field in Census Billing. A new field, Valid Rendering Provider Roles has been added where you can specify the roles your agency wants to use to limit what names appear in Rendering Provider in Census Billing. If you enter roles, only users in one of those roles will appear. If you leave the field empty, all the agency's users will appear.
 For Agency Staff: Main Menu > Progress Notes > Census Billing If your agency is using this option, when you are working in Census Billing and select a Rendering Provider in the APPLY TO ALL section, or in the census billing grid, you will only be able to select a user with one of the Valid Rendering Provider Roles established by your agency's NextStep Administrators.
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Limit who appears as options for Rendering Provider in the Billing Box by Role on Notes and Forms | For Administrators : Main Menu > Admin Tools > System Setup (Supplemental) > Billing Configuration
You can now limit the names that appear in the Rendering Provider drop down in the Billing Box. Admin Tools > System Setup (Supplemental) > Billing Configuration now displays a Roles field in the Rendering Provider field. Note, if you create a new field with Type = User Dropdown, you can then open that field and limit the Roles.
 For Agency Staff: In Various Notes and Forms that request input for Billing
If your agency is using this option,, when you go to the Billing Box on a Note or a form, and select a Rendering Provider, you will only be able to select a user with one of the selected Roles. |
Add Priority column to Billing Line Items reports in NextStep Clinical | Main Menu > Practice Management > Billing Reports > Billing Line Items Main Menu > Practice Management > Billing Reports > Line Item AR by Date Type (Detail tab) The Insurance Priority from the Client Insurance has been added as a new column in the above-mentioned reports.
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Improved navigation on eMAR Med and Treatment Pass screens | Main Menu > Treatment Planning > eMAR > Choose a Building > Choose a timeframe > Click on a Client Card > view Client's Med and Treatment Pass screen
In the past, the grids on a client's Med and Treatment Pass Screen showed a limited number of rows and the user had to page through a set of screens to view all the data in the particular grid. The grids now allow for scrolling through the data in each grid making it easier to work with the line items in them. |
Improved handling of Pass Administered On times and Exceptions in eMAR | Main Menu > Treatment Planning > eMAR > Choose a Building > Choose a timeframe > Click on a Client card > view Client's Med and Treatment Pass screen
When a user first opens a client's Med and Treatment Pass screen, the Exception and Pass Administered On fields come up blank rather than prepopulated for items that have not yet been passed.
 When a user clicks the checkbox to select an item to be passed, the system now displays the date and time that it will assume as the default unless the user edits it before passing. Clicking the checkbox again, will clear any values entered in the 3 editable fields (highlighted in yellow).
If the user does not explicitly enter an Exception when passing this medication, the system will store None for that field. If the user includes notes in Extra Info, these will be saved.
Note that for Late Passes, the assumed default is that the Pass Administered On (PAO) time was the Scheduled Time. If this is not accurate, the user can click into the field and edit it before passing. If the schedule pass was not administered at all, then the user can choose one of the Agency's defined Exception reasons and include that and set the PAO time to the current time, reflecting when the explanation was entered. It is advised that users include notes in Extra Info for any items that might appear to be discrepancies.
For the case of OnTime Passes, the assumed default is the current time as defined by when the user checked the box to select the line item for passing. This entry can also be edited if that default is not correct.
If the client has a large number of items in a particular grid, they can click the "Select All" button at the top left corner of the grid to select (and prepopulate the defaults in) all the rows in the grid.
 Clicking that checkbox once, selects all rows; clicking it again deselects all rows and clears the 3 editable fields in each row (Exception, Pass Administered On, and Extra Info). User should be cautious regarding a second click if they have made edits in several rows and those changes will be erased. It may be better in that case to deselect rows as needed via the checkbox in each individual row. |
Agencies can choose how far back to show Late Passes in eMARContent Updated for 11.15.1 - feature added | A new setup variable is available to control how far back eMAR should look to determine what Late Passes should be included on the Med and Treatment Pass screens.
Note: This feature is set by a NextStep team member in consultation with Agency staff |
Information displayed on eMAR screens will sync around the new timeframe
Content Updated for 11.15.1 - feature added | Main Menu > Treatment Planning > eMAR The items below are now all based on the same time frame. That timeframe (how far back to look) can be configured per Agency as a Setup Variable. Now, that period will be used to determine: on the Med and Treatment Pass (by Building) screen, which Client's green cards appear in the Today's Late Passes for Medications and Treatments section, and on the selected client's Med and Treatment Pass screen, under the Late Passes section:
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Improvements to setting up Templates and Schedules for Medications | Improvements have been made so that NextStep ensures that medication templates and schedules are setup completely when they are first created. This avoids challenges downstream that can occur due to incomplete items. Users may no longer: Assign an incomplete Medication Titration Template to a Medication Order Template. Assign an incomplete schedule (has days, but no times) to a Medication Order Template in Order Setup Send a medication order from the Orders Widget with an incomplete schedule to the eMAR
The images below illustrate where the improvements can be observed. Note: These areas require administrative permissions to access. Contact your NextStep Agency Administrator if you need access to these functions.
Main Menu > Admin Tools > System Setup (Supplemental) > Order Setup > Order Templates > Medication Order Templates Sample Medication Order Template - with a complete schedule framework
Main Menu > Admin Tools > Medication Titration Template Medication Titration Template with "Empty" Schedule - No From Day / To Day intervals specified
Sample Medication Titration Template - with a complete schedule framework Note: These are examples only and should NOT be assumed to be medically accurate |