Path: Main Menu > Admin Tools Menu > System Setup (Supplemental) > Demographics Mapping

About

As you know, to comply with federal regulations NSS has deployed new standardized demographics fields to your Face Sheet. Your existing fields and existing data will be preserved for as long as you wish to keep them on your Face Sheet. However, to make this transition easier, the new Standardized Demographics fields can be populated with a client's existing data, using the Demographics Mapping tool in System Setup (Supplemental). This is a one-time mapping of data that your Agency will need to complete. Once you've completed the steps below and NextStep triggers the data mapping, the data will be displayed in the new Client Details panel.

Map a Standardized Demographic Field

1. Navigate to the Demographics Mapping section following the path above.
2. Click the New button.

1. Click the Map from: Customer Demographic Field:* drop-down and select an existing demographic Face Sheet field.
2. Click the Map from: Customer Demographic Field Values:* drop-down and select an existing demographic Value field.
3. Click the Map to: Standard Demographic Field:* drop-down and select a Standard Demographic Face Sheet field.
4. Click the Map to: Standard Demographic Field Values:* drop-down and select a Standard Demographic Value field.
5. Click the Save button.

1. Repeat the steps until all demographic fields and values are mapped. 
2. Please reach out to support@nssbehavioralhealth.com to have NSS review your selections, and trigger the mapping to populate the fields.

Delete a Mapped Demographic Field

1. Navigate to the Demographics Mapping section: Main Menu > Admin Tools Menu > System Setup (Supplemental) > Demographics Mapping.
2. Click the Delete button

1. Click the OK button to confirm the deletion.