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How To
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NextStep Solutions Form Library
The Beacon by NextStep
EZ Claim Help Resource Links
Trending Behavioral Health Resources
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What's New: Fixes, Features, and Releases
How To
Quick Reference Guides (QRGs)
Frequently Asked Questions (FAQs)
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Product Information & Updates
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NextStep Solutions Form Library
The Beacon by NextStep
EZ Claim Help Resource Links
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Glossary
What's New: Fixes, Features, and Releases
NextStep Billing Release Notes
NextStep Billing 7.14 Release Notes
7.14.0 Release Notes
NextStep Billing 7.13 Release Notes
7.13.0 Release Notes
NextStep Billing 7.12 Release Notes
7.12.1 Release Notes - Hotfix
7.12.0 Release Notes
NextStep Billing 7.11 Release Notes
7.11.1 Release Notes - Hotfix
7.11.0 Release Notes
NextStep Billing 7.10 Release Notes
7.10.1 Release Notes - Hotfix
7.10.0 Release Notes
NextStep Billing 7.9 Release Notes
7.9.0 Release Notes
NextStep Billing 7.8 Release Notes
7.8.1 Release Notes
NextStep Billing 7.7 Release Notes
7.7.0 Release Notes
NextStep Billing 7.6 Release Notes
7.6.0 Release Notes
NextStep Billing 7.5 Release Notes
7.5.0 Release Notes
NextStep Billing 7.4 Release Notes
7.4.0 Release Notes
NextStep Billing 7.3 Release Notes
Nextstep Billing Release 7.3.1 Notes
Billing Release 7.3.2 Notes
NextStep Billing 7.2 Release Notes
Billing 7.2.3 Release Notes
Billing 7.2.1 Release Notes
Billing 7.2.0 Release Notes
NextStep Billing 7.1 Release Notes
Billing 7.1.1 Release Notes
NextStep Billing 7.0 Release Notes
Billing Engine 7.0.2 Release Notes
Billing Engine 7.0.1 Release Notes
NextStep Billing 6.4 Release Notes
Billing Engine 6.4.3 Hotfix Release Notes
Billing Engine 6.4.2 Release Notes
Billing Engine 6.4.1 Release Notes
NextStep Billing 6.2 Release Notes
Billing Engine 6.2.10/.11 Release Notes
Billing Engine 6.2.9 Patch Release Notes
Billing Engine 6.2.5 Patch Release Notes
Billing Engine 6.2.4 Patch Release Notes
Billing Engine 6.2.3 Patch Release Notes
Billing Engine 6.2.2 Patch Release Notes
Billing Engine 6.2.0 Release Notes
NextStep Billing 6.3 Release Notes
Billing Engine 6.3.7 Hotfix Release Notes
Billing Engine 6.3.6 Maintenance Release Notes
Billing Engine 6.3.5 Hotfix Release Notes
Billing Engine 6.3.4 Release Notes
Billing Engine 6.3.1 Release Notes
NextStep Clinical Release Notes
NextStep Clinical 11.18 Release Notes
11.18 Release Notes
NextStep Clinical 11.17 Release Notes
11.17 Release Notes
NextStep Clinical 11.16 Release Notes
11.16 Release Notes
NextStep Clinical 11.15 Release Notes
11.15.4 Release Notes - Hot Fix
11.15.3 Release Notes - Hot Fix
11.15.2 Release Notes - Hot Fix
11.15 Release Notes
NextStep Clinical 11.14 Release Notes
11.14.0 Release Notes
NextStep Clinical 11.13 Release Notes
11.13.1 Release Notes
11.13.0 Release Notes
NextStep Clinical 11.12 Release Notes
11.12.0 Release Notes
NextStep Clinical 11.11 Release Notes
11.11.4 Release Notes
11.11.0 Release Notes
NextStep Clinical 11.10 Release Notes
11.10.3 Release Notes
11.10.2 Release Notes
11.10.1 Release Notes
11.10.0 Release Notes
NextStep Clinical 11.9 Release Notes
11.9.14 Release Notes
11.9.13 Release Notes
11.9.12 Release Notes
11.9.11 Release Notes
11.9.10 Release Notes
11.9.8 Release Notes
11.9.3 Release Notes
11.9.2 Beta Release Notes
11.9.1 Beta Release Notes
NextStep Clinical 11.8 Release Notes
11.8.1 Release Notes
11.8.0 Beta Release Notes
NextStep Clinical 11.7 Release Notes
11.7.3 Release Notes - Hotfix
11.7.2 Release Notes - Hotfix
11.7.1 Release Notes
11.7.0 Beta Release Notes
NextStep Clinical 11.6 Release Notes
11.6.2 Beta Release Notes
11.6.6 Hotfix Release Notes
11.6.7 Hotfix Release Notes
NextStep Clinical 11.5 Release Notes
NextStep 11.5.0 Beta Release Notes
11.5.4 Hotfix Release Notes
11.5.6 Hotfix Release
NextStep Clinical 11.4 Release Notes
NextStep 11.4.5 Maintenance Release Notes
NextStep 11.4.4 Maintenance Release Notes
NextStep 11.4.3 Maintenance Release Notes
NextStep 11.4.2 Maintenance Release Notes
NextStep 11.4.1 Release Notes
NextStep Clinical 11.3 Release Notes
NextStep 11.3.3 Hotfix Release Notes
NextStep 11.3.2 Maintenance Release Notes
NextStep 11.3.1 Release Notes
NextStep Clinical 11.2 Release Notes
NextStep 11.2.2 Hotfix Release Notes
NextStep 11.2.1 Release Notes
EMAR Updates Video 11.2
NextStep 11.2.3 Maintenance Release Notes
NextStep Clinical 11.1 Release Notes
NextStep 11.1.5 Hotfix Release Notes
NextStep 11.1.4 Maintenance Release Notes
NextStep 11.1.3 Hotfix Release Notes
NextStep 11.1.2 Maintenance Release Notes
NextStep 11.1.1 Release Notes
NextStep Clinical 11.0 Release Notes
NextStep 11.0.5 Maintenance Release Notes
NextStep 11.0.4 Maintenance Release Notes
NextStep 11.0.3 Maintenance Release Notes
NextStep 11.0.2 Hotfix Release Notes
NextStep 11.0.1 Release Notes
NextStep Clinical 10.6 Release Notes
NextStep 10.6.2 Hotfix Release Notes
NextStep 10.6.1 Release Notes
NextStep Clinical 10.5 Release Notes
NextStep 10.5.6 Maintenance Release Notes
NextStep 10.5.3 Hotfix Release Notes
NextStep 10.5.2 Hotfix Release Notes
NextStep 10.5.1 Release Notes
NextStep Clinical 10.4 Release Notes
NextStep 10.4.4 Hotfix Release Notes
NextStep 10.4.3 Hotfix Release Notes
NextStep 10.4.1/.2 Release Notes
NextStep Dispensing Release Notes
NextStep Dispensing 1.7.0
NextStep Dispensing 1.7.0 Release Notes - Beta
NextStep Dispensing 1.6.0
NextStep Dispensing 1.6.0 Release Notes - Beta
NextStep Dispensing 1.5.0
NextStep Dispensing 1.5.0 Release Notes
NextStep Dispensing 1.4.0
NextStep Dispensing 1.3.0 Release Notes
NextStep Dispensing 1.2.2 Release Notes
NextStep Dispensing 1.1.0 Release Notes
Post-Release Support Trend Updates
A Tour of the NextStep Solutions Help Center!
New Help Center Articles
DSM-5-TR Upgrade
How To
Overview
Admissions
Face Sheet
Add a New Client
Client Details Panel
Face Sheet Demographic Fields
Map Existing Demographic Fields/Values to Standard Demographic Fields/Values
Change Admit Date on a Client's Past Case
Add, Edit, Inactivate, and Restore Referral Sources
Search for a Client - Client Search
Administrators
Add, Edit, and Delete Checklists
Agency/Locations
Set Up an Agency in the Billing Engine
Link Locations (Facilities) to Billing Engine
Location Configuration in Clinical: Location Setup
DrFirst Setup
Reset Your Signature Password in DrFirst
Enable and Disable Provider Agent Assignments
Portal Configuration
Assign and Remove Portal Menu Permissions for Clients and Representatives
Set Up Appointment Templates and Time Blocks for Self-Scheduling in the Portal
Set Up Confirm and Cancel Appointment Statuses for the Portal
Configure Note Types to be Viewed and Signed by a Client on the Portal
Undischarge a Case
Set Up a Care Log
Maintain Users, User Roles, Case Roles
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
Conditional Fields
Agency Setup
Agency Setup Videos
Avoiding Duplicate Clients - Quick Tip Video
User Permissions - Quick Tip Video
Billing
Billing Setup
Activity Codes/Procedure Codes
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
Bundle Services
Bundle Services Overview
Create, Update, and Remove an Activity Code Bundle
Services Preprocessor
Correct A Bundled Line Item
Schedule-based Billing
Map Scheduler Activities and Time-Based Codes to NSS Billing Activity Codes
Insurance
Add an Insurance Payer in NSS Billing
Suppress Rendering Provider on Line Items for a Specific Payer
Modifiers
Link Programs to Billing Engine
Add a New Modifier to System Codes
Add a Modifier to an Activity Code at the Insurance Payer Level
Set Up Staff-Level Modifiers for an Insurance Payer or 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
Add Place of Service Code to Clinical Billing Widget
New
Authorizations
Set Up Authorization Tracker Status Colors
Set Up Authorization Groups
Add a New Authorization
Use Authorizations
Discontinue an Authorization
View a Client's Authorization History
Manage Client Authorizations Using Reports
Copy Authorizations
Client Insurance/Eligibility
Add Client Insurance Information
Run Batch Insurance Eligibility Verification in the Billing Engine
Add a Realtime Eligibility Field to a Form or a Note
Run Insurance Eligibility Verification in Clinical
Payment Center
Payment Center User Permissions
Enter a Client Payment
Create a Payment Plan
Refund a Payment from the Payment Center
Delete a Saved Credit/Debit Card
Payment Center Payment Summary Report
Transactions
Viewing Transactions Associated with a Line Item
Deleting Transactions
Transaction History
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
Care Logs/Checklists
Using Checklists
Use a Care Log
Care Log Reports
Dispensing
Add New Medication Inventory in the Dispensing Module
Reconcile Medication Inventory for Dispensing Bottles
Forms/Notes
Forms
Add an Amendment to a Form
Accept or Deny Pending Amendments for a Form
Create a New Form
Discontinue a Form or Remove Programs and Locations Attached to a Form
Set Up Form Routing Rules
Configure Web Links
Map a Form's fields to a PDF Document
Configure Field Groups for Average, Total, Min/Max, and Count Field Types
Notes
Add an Amendment to a Note
Accept or Deny Pending Amendments for a Note
Configure the Medication Plan Note
Configure a Group Note
Document a Group Note
Group Note Correction
Edit Activity Codes Available for Billing for Notes
Add Client Groups Field to a Form or Note
Add a Client To or Remove a Client From Groups in a Form or Note or Face Sheet
Manage a Client's Group Scheduler Appointments from the Group Note or Client Groups Field on a Form or Note
Separate the Client's Programs in the Billing Data Box
iPad Application
iPad Application: Overview, Features, and Device Requirements
iPad Application: Log In
iPad Application: Patient Selection Screen
iPad Application: Add, Discharge, & Readmit a Patient
iPad Application: Forms & Supported Form Fields
iPad Application: DSM-V Screen
Medications and Medication Plan
DrFirst
EPCS
EPCS Rules and Requirements
EPCS Identity-Proofing Procedures
EPCS Medication Schedules
Prescription Drug Monitoring Program (PDMP)
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
eMAR
eMAR Setup
eMAR User Permissions
eMAR Icon Glossary
Add a Medication Titration Template
Using Medication Titration Templates
Maintain Medications and Treatments Panel
Portal
Portal Processes and Workflows
Set Up a Client Portal Account
Reset a Client Portal Password
Send Forms to the Portal
Send Client Education to the Portal
Send a CCDA to the Portal
Client Experience
Client Portal Client Experience: Bill Pay QRG
Client Portal Client Experience: Self-Schedule an Appointment QRG
Programs
Reminders List
Sort and Filter the Reminders List
Reminders for New Case Assignments
Reports
Billing/Financial Reports
NextStep Billing Reports
Accounts Receivable Dashboard
Billing Services Dynamic Report
Line Item Report
Line Item AR By Date Type Dashboard
eMAR Reports
eMAR Reports
Reports Designer
Creating Common Reports in NSS Part 1 of 2 Video
Reports Designer Training Part 2 of 2 Video
EHI
EHI Data Dictionary
Organize Dashboards and Reports
Missing Appointments and Notes Report
Export Form Data
Scheduler
Schedule Group Appointments
Schedule based on attributes and availability
State Reporting
Drug and Alcohol Abuse Normative Evaluation System (DAANES)
Iowa Behavioral Health Reporting System (IBHRS)
IBHRS Billing Engine Configuration
IBHRS Manage Billing Activity Codes
IBHRS Static Site Configuration
IBHRS Certification
IBHRS User Workflow
IBHRS Linker-Unlinker Tool for Care Statuses
IBHRS Discharge Workflow for CDR Episodes
IBHRS Q&A
Treatment Plans
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
Troubleshooting
See What Version You're Running
Quick Reference Guides (QRGs)
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
Absorb eLearning QRGs
Absorb eLearning: System Requirements QRG
Absorb eLearning: Administrator QRG
Absorb eLearning: Learner QRG
Frequently Asked Questions (FAQs)
Admissions FAQs
Billing FAQs
Dispensing FAQs
Forms & Notes FAQs
IT FAQs
Medications and Medication Plan FAQs
SwervePay FAQs
Treatment Plan FAQs
IT Help
Allowing NextStep Solutions Support to Connect to your Workstation (ConnectWise)
Access NextStep Clinical on a Tablet
NextStep Parallels Installation on a Workstation
Privacy and Security Safeguards
Scan and Import into NextStep
Uploading or Downloading Documents, Reports, or Files Using Parallels
Hardware and Device Specifications
Printers and Scanners
Topaz Signature Pad
Dispensing Module Hardware and Device Specifications
Payment Center Device Specifications
On-Demand Webinars
On-Demand Webinar Recordings
NSS Portal Workflows - From Setup to Client Experience Webinar
Navigating the Complete IBHRS Workflow Through NSS
Navigating ePrescribing (eRx) Webinar
eMAR Update Webinar
A Tour of the NextStep Solutions Support Hub
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
Product Information & Updates
eLearning Updates
eLearning Course Player QRG
eLearning Course Player Overview - Quick Tip Video
Videos
Clinical
Key Indicators Overview - Quick Tip Video
Key Indicators Forms and Form Setup - Quick Tip Video
Create New Client From Web Link - 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 Web Link 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
Billing
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
Authorizations
Requiring a Client Authorization - Quick Tip Video
Adding an Authorization - Quick Tip Video
Authorization Activity Code Groups - Quick Tip Video
NextStep Solutions Form Library
The Beacon by NextStep
March 2022 Edition
December 2021 Edition
September 2021 Edition
December 2020 Edition
September 2020 Edition
EZ Claim Help Resource Links
Trending Behavioral Health Resources
NextStep Solutions Behavioral Health Success Series
PediaTricks Podcast: Behavioral Health Episodes
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
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What's New: Fixes, Features, and Releases
NextStep Clinical Release Notes
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NextStep Clinical 11.18 Release Notes
Articles
11.18 Release Notes
Release Dates Beta: 10/5/25 11.18.0 GA: 10/19/25 11.18.4 Hot Fix 10/28/25 11.18.5 Feature Enhancements: Release 11.18.0 Conditional Fields on Forms Main Menu > Admin Tools >Form Builder Using t...
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