About
The table below contains a list of types of fields that can be added to Forms and/or Notes in NextStep Clinical. Note that certain fields may only be available on specific types of Forms and Notes. If you are trying to add a field below to a Form or a Note and you do not see it in the Type drop-down menu, then that type of field cannot be added to the Form or Note Type. "Legacy" refers to Fields Types that are no longer in use.
Tip: To quickly search this table, use the Filter and Sort options. Java must be enabled in order to use these capabilities.
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Field Type | Description | ||
| Text | Displays a text field.
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| Memo | Displays a memo/note box. | ||
| Integer | Displays a field where you enter a whole number (no decimals or special characters). This field can be grouped with other Integer, Double, and Select One Only field types. See Configure Field Groups for Average, Total, Min/Max, and Count Field Types.
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| Double | Displays a field where you enter non-integer numbers with decimal points. This field can be grouped with other Integer, Double, and Select One Only field types. See Configure Field Groups for Average, Total, Min/Max, and Count Field Types.
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| Date | Displays a date field.  | ||
| Yes/No | Displays a Yes/No drop-down field. This field type should only be used if there is no chance of "I don't know" or "N/A" being an answer. For those types of answers, use the Select All/Select One field type. | ||
| Dropdown | Displays a drop-down field. Drop-down options are ordered alphabetically by default. To manually put them in a specific order, select the Specify Order of Choices checkbox. If a particular answer in the drop-down will be used by Clinicians most of the time, check the Default checkbox to have the drop-down always default to that answer. To optimize for tablets or a pen, it is suggested to use the Select All That Apply field type.
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| User Dropdown | Displays a drop-down menu that contains a list of staff members who have a NextStep login. | ||
| Select All That Apply | Displays multiple answers and the ability to select all answers that may apply to a question. | ||
| Select One Only | Displays options in a radio button format where a user can only select one answer. To add multiple choices, click the Add New Choice button after each choice is added. If you do not click this button, it will update the field you previously added. This field can be grouped with other Integer, Double, and Select One Only Field Types. See Configure Field Groups for Average, Total, Min/Max, and Count Field Types.
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| Diagnosis/Diagnosis (DSM-V) | Displays a field used to search for a diagnosis. If your Agency needs ICD-10 options to show here, contact Support and provide the setup variable ShowDxTypes. | ||
| Chart Fixed Rows | Displays a set number of rows and columns. Columns can only have the field type of Dropdown, Yes/No, Date, Double, Integer, Memo, or Text. For printing purposes, select the Hide Empty Rows/Columns checkbox.
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| Chart Variable Rows | Displays a set number of columns. Columns can only have the field type of Dropdown, Yes/No, Date, Double double, Integer, Memo, or Text. Allows the user of the Form to add a row as needed. | ||
| Chart Fill Table | Used to auto-populate a Chart Fixed Row field type from one Form to another. If a user modifies the Chart Fixed Row on the current Form they are accessing, it does not change the data on the Form it is referencing. | ||
| Medication Listing | Displays a list of medications for a client. | ||
| Body Region | Displays an image of the body where users can select where the client feels pain. This is typically used in a Physical Therapy setting. | ||
| Pain Diagram | Displays a McGill Pain Questionnaire where users can select where the client feels pain. This is typically used in a Physical Therapy setting.
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| Search Notes | Displays a Search Notes widget that allows users to search Notes for a client based on search criteria. | ||
| Eligibility Check | Legacy field. Replaced by Realtime Eligibility Field Type. | ||
| Contact Block | Displays a listing of fields to collect contact information. Example of fields that can be displayed:  Field choices:  | ||
| Header DISPLAY ONLY | Displays a blue header. Select the Collapsible radio button if you want to collapse every field beneath the Header, through to the next Header. | ||
| Body Text DISPLAY ONLY | Displays a body of text. Body Text is useful for Forms that have explanatory text or text for signing contracts/agreements, etc. Use if text spans multiple lines. Note: Body Text does not have a Header, so it is suggested to use a Header field before the Body Text starts. | ||
| Image Upload | Displays a button used to attach pictures to Forms. | ||
| Document Upload | Displays a button used to upload or scan a document into a client's chart. See Scan and Import into NextStep. | ||
| Horizontal Separator | Displays a line to visually separate one section of a Form from another. | ||
| Total | Displays a field that sums/totals the fields for the Group number indicated. It is important to make sure the Group number is the same for the fields you want to total. If the Form this field is added to is filled out more than once, select the Key Indicator checkbox to see changes over time graphed in the client’s Document Center. See Configure Field Groups for Average, Total, Min/Max, and Count Field Types. | ||
| Average | Displays a field that calculates the average of the fields for the Group number indicated. It is important to make sure the Group number is the same for the fields you want to average. If the Form this field is added to is filled out more than once, select the Key Indicator checkbox to see changes over time graphed in the client’s Document Center. See Configure Field Groups for Average, Total, Min/Max, and Count Field Types. | ||
| Count | Displays a count of the fields for the Group number indicated. It is important to make sure the Group number is the same for the fields you want to total. If the Form this field is added to is filled out more than once, select the Key Indicator checkbox to see changes over time graphed in the client’s Document Center. See Configure Field Groups for Average, Total, Min/Max, and Count Field Types. | ||
| Min/Max | The Max option displays the highest number for a Group of given numbers. The Min option displays the lowest number for a Group of given numbers. If the Form this field is added to is filled out more than once, select the Key Indicator checkbox to see changes over time graphed in the client’s Document Center. See Configure Field Groups for Average, Total, Min/Max, and Count Field Types. Example of Max option:  | ||
| Linked Document | Used to link a document to the Form. An example would be linking an informational document that may be useful for the Clinician to view as they complete the Form. | ||
| PCP Goals | Displays the Individualized Treatment Plan (ITP) Goals. When you click show details, information that was documented in the Treatment Plan is displayed and you can add notes to the text field. | ||
| Field Reference ONLY | Displays a field reference from another Form or Note but does not populate or associate it to any specific field in the Form it was added to. It is strictly for informational purposes only. To learn more about Auto-fill and above box field referencing for other types of fields, see Create a New Form. | ||
| Touch Signature | Displays radio buttons to select Signer Type and a Use Touch Signature button. | ||
| Topaz Signature | Displays radio buttons to select Signer Type and a Use Topaz Signature button. | ||
| Multi Image Upload | Displays an Upload/Edit Images button used to upload multiple images. | ||
| Stethoscope Audio | Legacy field. | ||
| Form Name | Displays a field for a user to input a new Form name, which is how the Form will be displayed in the Document Center. This is a required field. This field type is commonly used when a Form contains a Document Upload field, so the user can name the Form to be a description of whatever is being uploaded, such as: “Lab Work 2017-10-01”. | ||
| Appointment List | Displays appointments based on number of appointments rather than days. The field displays the last 5 appointments in the past that were not marked with a KEPT status type and the next 5 appointments in the future not marked with a KEPT status type. From this list, you can mark the client as seen by clicking the green checkmark and create a follow-up appointment by selecting a specific date and time. If you click the Create a New Appointment button, a new appointment is created on the date of your choosing at noon and the Resource is the logged-in user. Navigate to Scheduler to edit the appointment as necessary.
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| Ability to Pay | Displays fields where you can enter the number of dependents and income (monthly or yearly) and calculate how much money the client is able to pay. The result is calculated based on the Ability to Pay rules that are set up by your Agency in Admin Tools Menu > Ability to Pay Setup. | ||
| Signature | Displays the selection of the signer from the Signer Type drop-down and a combination of the Use Topaz Signature or Use Touch Signature buttons. | ||
| Form Link | From the Form Builder, select the Forms you want to be available as options for your staff to select to link when completed. This field displays a drop-down that populates with instances of the selected Forms that have the most recent date of service on or before that of the Form with this field. When a Form is selected from the drop-down, it links the selected Form to the Form/Note so that you can easily access the completed Form by clicking on the attached link.
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| Vitals | Displays fields to collect information on a client's vitals. This field type requires the Form to have the Date Of Service Friendly checkbox selected. The metrics that are displayed in the vitals fields are configured in System Setup > Notes. Configuration:  Vitals fields:  | ||
| Vitals History | Displays a grid of vitals history. This field type requires the Form to have the Date Of Service Friendly checkbox selected. Click on the column headers to see a graph over time for a specific vital. | ||
| Realtime Eligibility | Displays the status of a client's insurance coverage. Requires your Agency to be using Trizetto as your Clearinghouse. | ||
| Program Link | Displays a drop-down for users to associate a given Form to a client's Program. The listing of Programs is based on the selected Date of Service.
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| Appointment Link | Displays a drop-down list of Kept Appointments which you can associate to the Form/Note this field is added to. | ||
| LOINC | This field is a Meaningful Use feature and displays a LOINC question and answers that you have selected in field setup for the question in a drop-down menu. Example of 72166-2 Tobacco Smoking NHIS: | ||
| Barcode | Displays a barcode for the checkbox(es) selected within the field setup: Patient ID, Visit ID, Form ID, and/or Field ID. | ||
| Payment History | Displays a Payment History table and pulls information from the Payment Center (Swerve Pay).  | ||
| Insurance (Billing) | Displays the Insurance (Billing) widget, where you can view and enter a client's insurance information. Your Agency must be using the NextStep Billing Engine (VFO or VPO). Information updated here flows over to the Billing Engine. See Add Client Insurance Information for more details. | ||
| Client Groups | Displays a list of Groups where you can add or remove a client from Groups within the Form or Note the field was added to. See Add Client Groups Field to a Form or Note for more details. | ||
| Dropdown Template | Drop-down template options are built ahead of time in Admin Tools > System Setup (Supplemental) > Setup Dropdown Templates. The Dropdown Template field is added to a Form/Note and allows you to select which dataset to pull from that your Agency has set up in Setup Dropdown Templates. This allows you to add the same drop-down options across many Forms and Notes. This is typically used when building related Forms so you don't have to keep building out the same drop-down field. |
