Add a New Client
Learn how to add a new client to NextStep.
Client Details Panel
Learn how to access the Client Details panel from the Navigation Menu. This panel displays the active client's demographics and information from the Standardized Demographic fields.
Face Sheet Demographic Fields
Learn how to create sub and subsub choices for the demographic standard values on the Face Sheet.
Map Existing Demographic Fields/Values to Standard Demographic Fields/Values
Learn how to map existing Dropdown and Dropdown Template demographic fields and values to standard demographic fields and values.