The following device specifications are recommended for Agencies using the Payment Center (SwervePay):
Click here to open and print a PDF copy.
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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
- Conditional Fields
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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
- Add Place of Service Code to Clinical Billing WidgetNew
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- 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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- 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
- 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
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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
- 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
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- 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
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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