Quick Reference Guides (QRGs)
Articles
Admin + Superuser QRGs
Learn about Administrator and Superuser QRGs: Maintain Users, User Roles, and Case Roles QRG, Form, Note, Treatment Plan, and Header Setup QRG, and Scheduler Configuration QRG
Administrative Reports QRG
Learn about Clinical Reports in NSS, including stock reports, interactive dashboards, and where the information in the reports comes from.
Admissions QRG
Learn more about establishing a treatment relationship with clients, including Face Sheet completion, as well as processing Pending and Direct Admissions.
Authorizations QRG
Learn how to add or discontinue an authorization and the workflow for using authorizations.
Basics QRG
Learn more about the fundamental elements of NSS, including Logging In/Out, the Reminders List, and navigating the Main Menu.
Billing QRG
Learn how to post charges, send claims, and post payments.
Billing Setup QRG
Learn about advanced billing setup such as reporting, staff setup in billing, activity codes setup, payers setup, and modifiers setup.
Correction Capabilities QRG
Learn how to enable Corrections and make corrections to Notes and Forms.
Dispensing Module QRG
Learn about how to access, use, manage, and report on the NSS Dispensing Module.
Dispensing Module: Permissions and Dispensing Settings QRG
Learn how to assign Dispensing permissions to your staff and manage frequencies, alerts, and screenings for the Dispensing Module.
DrFirst (ePrescribing) QRG
Learn how to enter a client's prescription information and prescribe medications using DrFirst, NextStep's ePrescribing platform.
Eligibility QRG
Learn how to determine eligibility in Clinical, Billing Engine, or Scheduler.
eMAR QRG
Learn how to manage medication schedules, treatments, and treatment schedules, and pass medications and treatments in eMAR as well as running eMAR reports.
EZ Claim Billing Basics QRG
Learn about EZ Claim Billing Basics including Billing Box setup and other prerequisites, and testing your setup with a miscellaneous note.
Forms QRG
Learn about Pre-Admit, Assessment, Scheduled, Unscheduled, Weblink Inbox - Attached, Program Transfer or Client Discharge, and Follow-Up Post-Discharge Forms.
Insig Telehealth QRG
Learn about Insig Telehealth options, including scheduling and conducting telehealth appointments, and running reports on your telehealth visits.
Manage the Working Queue QRG
Learn how to manage your working queue, what to do with records unable to post, and how to work denials.
Medication Plan QRG
Learn how to document a client's Medication Plan.
MOST QRG
Learn about MOST by assigning user permissions, creating custom questions and question sets, creating a batch of clients, assigning audit reviewers, running an audit, and running audit reports.
Notes QRG
Learn about the various types of Notes available in NextStep Solutions, including Chart/Progress, Group, and Miscellaneous Notes.
Payment Center QRG
Learn about the Payment Center, including how to create a payment and setup a payment plan.
Portal QRG
Learn more about accessing NextStep Portal, navigating the client portal, and communicating with the client via messaging.
Reminder Call QRG
Learn about Reminder Call, including how to set up Reminder Call and how to use it NSS.
Reminders List QRG
Learn about how NextStep helps to remind you of required actions based on your case assignments and how these can be automatically routed or assigned based on role.
Residential QRG
Learn about residential workflows including transferring a client to a residential program, managing bed assignments, census billing, and discharging a client from a residential program.
Residential Setup QRG
Learn about residential setup including bed management, checklist, census billing, and care log setup.
Scheduler QRG
Learn about the Web and RDP Schedulers, their various menus, how to Schedule a New Appointment, how to edit/adjust an Existing Appointment, Checking In/Out clients, and Collecting Payments via the Scheduler.
Treatment Plan Builder QRG
Learn about creating a Treatment Plan by utilizing the Individualized Treatment Plan (ITP) Builder.