About

The Client Details Panel displays a common set of fields, including the Standardized Demographic drop-down fields, for the selected client. As the user selects a client, the Navigation Menu will display that client's name. The Quick Navigation menu allows for ease of navigating between pages in NextStep while working on a patient/client record and completing documentation quickly.

Client Details Panel

In the Navigation Menu, click the active/selected client's name. The Client Details Panel is displayed to the right of the Navigation Menu. To collapse the Client Details Panel, click the client's name again.

1. Search for and select a client. The client name displays in the Navigation Menu.
2. Click the client name or the right-facing arrow, the Client Details panel and Quick Navigation menu display.

1. Click the View button to display the selected client's Face Sheet in a popup window. Click the Edit button to edit the Face Sheet.
2. Click the button to hide and shrink the Navigation Menu.  Shrinking the Navigation menu give you more area to work
3. When the Navigation menu is shrunk, click to show and hide the Client Details Panel.
4. The Client Details panel displays the following list of items for the selected client: Name, DOB, Case No, Gender Identity, Preferred Pronouns, Race, Ethnicity, Language, and Smoking Status.
5. To edit, for your login, the items that appear on the list in the Client Details Panel, click the cog buttonYou can then edit which fields appear.  Click Save to save your changes or Cancel to cancel your changes.  
6. When you select a new client, the following options appear.

• Cancel: You'll remain on the page you're currently on in NextStep Clinical.
• Yes: The Edit Client Information window opens to make the appropriate changes. Once changes are made click the Update button. The changes will update on the Client Details panel.

Quick Navigation Panel

The Quick Navigation Panel will display a default set of items from the Main Menu, and lets you easily switch to different sections of the selected client's chart.  To add items to, and remove them from, the Quick Navigation Panel. hold down the Control Key and click on an item in your Main Menu.  Note this currently only works on a Windows computer.