11.18 Release Notes

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Release 11.18.0

Conditional Fields

Main Menu > Admin Tools >Form Builder

Using the Form Builder, you can now add conditional rules to fields to control whether those fields are visible or required. This powerful new feature can save users time by displaying only what they need to see based on other answers.  And you can create higher quality data by ensuring required fields, that have interfield dependencies, are completed.  

Click here to learn more.

Client Portal Notifications

When a user sends one of the following items to a client’s portal, that client will receive an email notifying them that there has been recent activity on their portal account

• a form 
• a note 
• a treatment plan 
• a new message 

Then that client will receive an email notifying them that there has been recent activity on their portal account. the end of the day, if one or more of those changes occurred for a client, a single email containing a link to their portal is sent.  The user has to to log in to their portal account to see what changed.

Note  Each NextStep client Face Sheet may have multiple portal users.  All portal users to whom the client information was sent will receive an email. The email sent will have a subject of: Portal has been updated and the body of the email will be:

There was new activity added to your portal sometime today. To view the activity, log into the portal with this link <link to your portal.

Note: this is an automated email. Please do not reply to this email.

Lastly when a client logs in to the Client Portal, they will now see red dots indicating that Messages and/or Documents have something that needs their attention.  The red dots will contain a number indicating the count of the items that need their attention.

The subsections, like Documents, also have red dots next to the specific items that need the user’s attention

The red dots will disappear after the client interacts with the section.

Reports > Reports > Diagnosis 

The Missing Diagnosis report has been renamed Diagnosis and will now include the following expanded data:

• The following filters have been added to the report

• Show all active clients

• Show active clients with missing Primary Diagnosis

• Show active clients with missing Primary or Secondary Diagnosis

• The following new columns have been added to this report

• Location

• Primary Diagnosis

• Secondary Diagnoses

• Rule Out Diagnosis

This update will be for agencies that use NextStep Dispensing.

If a user is viewing a Medication Listing on a form, and the client has a dose in their current episode of care (like the one that can be displayed in the header), then the information for the latest dose will be displayed as the last medication in the Medication Listing.