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- Add, Edit, and Delete Checklists
- Undischarge a Case
- Set Up a Care Log
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- Add, Edit, and Deactivate Users
- Add Users to and Remove Users From Multiple Groups
- User Role Setup
- Manage User Permissions by User Role
- Add an Individual User Permission
- User Permissions
- Add a New Case Role to the Face Sheet
- Reset a User Password in NextStep
- Restrict Staff Access to a Client's Record
- Set Up an External User
- Manage a User's Group Scheduler Appointments from Maintain Users and Group Notes
- Enable and Use Forms Whitelist by User Role Functionality
- Field Types That Can be Added to Forms or Notes
- Restrict What Users Can Enter Into Form Fields: Validation Strings
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- Link Programs to Billing Engine
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- Set Up an Activity Code
- Edit an Activity Code
- Billing Rate Codes
- Set Up an Activity Code Add-on Code
- Add Activity Codes to Clinical Billing Widget
- Add, Edit, and Delete Procedure Codes
- Set Up a Procedure Code Override for an Insurance Payer
- Set Up an Activity Code Service Rate Override for an Insurance Payer
- Set Up Procedure Code for Institutional Claims
- Set Up an Activity Code Revenue Code Override for an Insurance Payer
- Set up an Activity Code Exclusion for an Insurance Payer
- Set Up Minimum and Maximum Time to Bill for an Activity Code
- Set Up Billable Staff
- Show Facility Name and NPI as Rendering Provider in an 837 File
- Add a New Discipline to System Codes
- Add Adjustment Codes used in Office
- Configuration for Diagnoses on Claims
- Populate Loop 2310C on Electronic Claim File
- Overview of Billing Workflow
- Convert Services Into Line Items
- Bill Status Codes and Resolutions
- Verify Line Items Prior to Sending Claims
- Add, Edit, and Remove Modifiers on Line Items
- Create and Send Electronic Claim Files
- Print a Paper Claim
- Import ERA Files and Post ERA Payments
- Post Payments from EOB
- Apply Private Pay Payments
- Manage the Working Queue
- Work Denials
- Common Trizetto Rejections
- Enter an Adjustment
- Bulk Change Print Status
- Print a Statement
- Process a Client Refund in NextStep Billing
- View Billing Tasks in NextStep Clinical
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- DrFirst Overview
- External DrFirst Resources for ePrescribing
- Manage Client Allergies in DrFirst
- Manage a Client's Active Medications in DrFirst
- Manage a Client's Inactive Medications in DrFirst
- Add, Edit, or Remove a Client's Pharmacy in DrFirst
- Write a Prescription
- Modify a Prescription
- Sync Information from DrFirst into Medication Plan
- Send, Print, or Sign a Prescription
- DrFirst: Pharmacy Messages
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- Overview of Treatment Plans: Outcomes, Goals, Objectives, and Interventions
- Treatment Plan Template: Add and Edit Outcomes
- Treatment Plan Template: Add and Inactivate Objective Benchmarks
- Treatment Plan Template: Add and Edit Goals
- Treatment Plan Template: Add and Edit Interventions
- Treatment Plan Template: Customize Treatment Plan Report Footer
- Treatment Plan Template: Customize Treatment Plan Builder Fields
- Treatment Plan Template: View Grids and Diagrams
- Set Up Treatment Plan Routing Rules
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- Admin + Superuser QRGs
- Administrative Reports QRG
- Admissions QRG
- Authorizations QRG
- Basics QRG
- Billing QRG
- Billing Setup QRG
- Correction Capabilities QRG
- Dispensing Module QRG
- Dispensing Module: Permissions and Dispensing Settings QRG
- DrFirst (ePrescribing) QRG
- Eligibility QRG
- eMAR QRG
- EZ Claim Billing Basics QRG
- Forms QRG
- Insig Telehealth QRG
- Manage the Working Queue QRG
- Medication Plan QRG
- MOST QRG
- Notes QRG
- Payment Center QRG
- Portal QRG
- Reminder Call QRG
- Reminders List QRG
- Residential QRG
- Residential Setup QRG
- Scheduler QRG
- Treatment Plan Builder QRG
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- NSS Portal Workflows - From Setup to Client Experience Webinar (Presented: 3/15/2023)
- Navigating the Complete IBHRS Workflow Through NSS (Presented: 1/13/2023)
- Navigating ePrescribing (eRx) Webinar (Presented 1/25/2023)
- eMAR Update Webinar (Presented 8/5/2022)
- Navigating the IBHRS Workflow Through NSS (Presented: 8/18/2021)
- A Tour of the NextStep Solutions Support Hub (Presented: 9/1/2021)
- Enhancing Residential Medication Management Webinar
- Clean Claims: Preparation Before Submission Webinar
- On Time 24/7: Maintaining Your NextStep Scheduler Webinar
- Keeping a Pulse on Your NextStep A/R Webinar
- Outcome Based Care and Care Quality Webinar
- Manage Insurance Payments and the Working Queue Webinar
- Top Reports for Top Returns: Which Reports Should You Be Running in NextStep Solutions? Webinar
- Measuring Success with MOST Webinar
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- Key Indicators Overview - Quick Tip Video
- Key Indicators Forms and Form Setup - Quick Tip Video
- Create New Client From Weblink - Quick Tip Video
- Episodes of Care - Quick Tip Video
- Discovering Duplicate Clients - Quick Tip Video
- Client Search Functionality - Quick Tip Video
- DSM-5 Widget - Quick Tip Video
- User Roles and How They Impact Permissions - Quick Tip Video
- Attach Weblink to Existing Client - Quick Tip Video
- NSS Clinical 11.3.0 Chart View
- NSS Clinical 11.3.0 Account Settings
- NSS Clinical 11.3.0 Referrals
- NSS Clinical 11.4.0 Billing Config Dashboard
- NSS Clinical 11.4.0 Batch Statement Queue
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- Adding Activity Codes - Quick Tip Video
- Adding Procedure Codes - Quick Tip Video
- Adding Payers - Quick Tip Video
- Adding Modifiers by Staff - Quick Tip Video
- Adding a Staff Enrollment Override by Insurance - Quick Tip Video
- Adding a Service Rate Override by Insurance - Quick Tip Video
- Add a New Billing User - Quick Tip Video
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- NextStep Solutions Behavioral Health Success Series
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- PediaTricks Podcast: Leveraging Technology in the Substance Use Landscape
- PediaTricks Podcast: Community Integration Services
- PediaTricks Podcast: Feeling the Burn - Managing Physician Burnout
- PediaTricks Podcast: The Bipartisan Safer Communities Act
- PediaTricks Podcast: Trauma Informed Care
- PediaTricks Podcast: Behavioral Health Services at Capacity
- PediaTricks Podcast: Telehealth - Not Just for Pandemics
- PediaTricks Podcast: Youth Suicide Prevention - When "Fine" Isn't Fine
- PediaTricks Podcast: Pediatric Mental Health - Seeing the Whole Child
- PediaTricks Podcast: Highlighting Listening to Our Kids
- PediaTricks Podcast: Pediatric Mental Health in the Pandemic
- PediaTricks Podcast: The Many Dimensions of Infant Mental Health
IT Help
Articles
Allowing NextStep Solutions Support to Connect to your Workstation (ConnectWise)
ConnectWise ScreenConnect What is ConnectWise ScreenConnect? ConnectWise ScreenConnect is NSS's remote support utility. When reaching out to NSS Support, you will likely be asked if it is okay to connect via ConnectWise. This will enable the NSS...
Access NextStep Clinical on a Tablet
Learn how to maximize your view of the NextStep application on a tablet.
NextStep Parallels Installation on a Workstation
This article explains how to install NextStep Parallels on a workstation (Windows or Mac).
Privacy and Security Safeguards
NextStep Solutions (NSS) has implemented the following procedures to safeguard the privacy and security of data stored on hosted servers: Restrictive external firewall rules are used to lock down the type of traffic that can enter the hosted envir...
Scan and Import into NextStep
Learn how to scan directly into NSS or manually import documents.
Uploading or Downloading Documents, Reports or Files Using Parallels
This article shows how to upload and download files/documents/reports using NS Parallels, plus examples of the new files structure.