NextStep Clinical 11.9 Release Notes

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Account Settings 

Critical bug fixes

Add Location to the Transfer Form

Census Billing cannot seal and no error given

Main Menu > Progress Notes > Census Billing

When a draft Census Billing date is opened, it is possible that you cannot seal it because a change to the client’s Admission Date or Discharge Date causes the client to no longer be active during the Census Date.  In this case, the client record would not appear on screen, but it would prevent the Census from being sealed.

This issue has been fixed.  

When this state occurs, the problematic line(s) will be displayed in red, and the user will have the option to Delete the line(s).  The Census will still not seal if those lines are not deleted and an error message will display at the bottom indicating why it cannot be sealed.

Main Menu > Treatment Planning > eMAR

A customer reported that in certain instances, eMAR was displaying Late Passes for some medications after the discontinuation date on their orders..  

This issue has been resolved.

Main Menu > Treatment Planning > eMAR > Medication and Treatment Schedules  

In certain circumstances the Discontinue button was not available in the Medication & Treatment Schedules section of eMAR after the user selected a medication. This prevented users from discontinuing or modifying days within a schedule in eMAR.

This issue has been resolved.

EOD tag on eMAR Discontinue Date was removed

Fixed an issue in eMAR where Discontinued/End date include “EOD”.  Since the End date is the date the medication is no longer given, not the last date the medication was given, this “EOD” was incorrect and has been removed.

Fixed an issue where late passes appeared in the PRN pass section of eMAR.  They were never intended to appear there, and sometimes those late passes were not associated with the selected client.  This change removes the late passes from the PRN section of eMAR.

New Setup Option to Make Client Insurance Subscriber Fields Required

*dependent upon Billing 7.8.1 Release

NextStep Billing > Maintenance and Setup > Configuration Options > System tab > CTB tab > Page4 tab    

There is now an option to ‘Require Client Insurance Subscriber Number, Name, Address, and DOB for non-Private Pay Party Types’. This will affect the Client Insurance in both Clinical and NextStep Billing.

When this box is checked, the following listed fields in Client Insurance will be required before being able to Save the Client Insurance.

• Subscriber Number
• Subscriber First Name
• Subscriber Last Name
• DOB
• Address
• City
• State
• Zip

By default, this setup option will not be checked.

Consistent Terminology: Update DSM-V to DSM-5

Various locations

All references to “DSM-V” have been changed to “DSM-5” where they could be changed programmatically.  Note that some NextStep sites utilize a Dictionary Term for certain labels that may still be set to “DSM-V”.  Contact NextStep support if you notice a discrepancy and would like support to update the Dictionary Term.

There was an error such that if you edited a client (e.g. changed the Primary Provider) from the Quick Navigation bar and saved your changes, then looked up the same client on the Quick Nav bar, and clicked Edit, you would get the error "Either BOF or EOF is True, or the current record has been deleted. Requested operation requires a current record."

This issue has been fixed.

In the past, if a person attempted to open a specific reminder after performing an update on a client’s Face Sheet, the system would present a blank white box on the Reminders page and appear to stop working.  

This issue has been fixed.

Main Menu > Progress Notes > Census Billing

Previously in Census Billing there was inconsistent behavior where for some clients the Diagnosis was auto-populating and for others, it was not.  This would happen even if a client had a single diagnosis.

This issue has been fixed.

Main Menu > Progress Notes > Census Billing

Previously, if you manually selected a diagnosis for a client from the dropdown in Census Billing in NextStep Clinical, that diagnosis was not sent to NextStep Billing accurately. 

This issue has been fixed.

Main Menu > Practice Management > Billing Reports > Line Item AR by Date Type

Line Item AR dashboard updates

Main Menu > Practice Management > Billing Reports > Line Item AR by Date Type

Fields added to the report:

• Activity Code and Description
• Programs
• Units

As well as new filtering options:

• By Client

• By Program

Fixed:  

• Balance and Age columns
  • Previously, when a client had two of the same services on the same day, the Line Items combined instead of staying as two lines. This has been corrected.

In the past it was possible for a user to save appointments in the Scheduler where the End Date and/or time were actually before the Start Date and/or time.  This could lead to unexpected behavior.  This issue has been fixed.  If the user attempts to save an appointment that would start later than it ends, a pop-up is displayed informing the user of the error and allowing them to correct it and then save the appointment.

Client Signature may be set as required on Treatment Plan

Your state or agency may require that Treatment Plans be signed by the client before being finalized. You now have the option to set this requirement.

To require the client signature on the Treatment Plan before Finalizing:

• Go to the Treatment Plan Setup (PCP Setup) in System Setup Supplemental and 

• Set the new Require Client Signature on Treatment Plans on.

Supervisor Signature: Designate which forms or notes are required

Admins can now designate which forms or notes specifically require a supervisor’s signature in System Setup (Supplemental).

1. Overview of the “Supervisor Signature Required” workflow: 

   1. System Setup (Supplemental) → Supervisor Setup → select your desired forms and/or notes

   2. Maintain Users → select a user → enter a user in the Supervisor dropdown → check box for Supervisor Signature Required

   3. Your staff finalizes a designated form or note

   4. If billable, billing data does NOT send (yet)

   5. Supervisor (as per Maintain Users) gets a reminder on their Reminders List

   6. Supervisor clicks the form or note name, it opens, and they sign

   7. Billing is sent to billing, and the reminder is removed.

After admins added rows to a Chart Fixed Row field in Form Setup, end users were experiencing infinite spinning. The issue is fixed and users can add rows as desired.