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NextStep Solutions Help Center

  • NextStep Ideas Portal
  • Home
  • Glossary
  • What's New: Fixes, Features, and Releases
    • NextStep Billing 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
        • 7.11.0 Release Notes
        • 7.11.1 Release Notes - Hotfix
      • NextStep Billing 7.10 Release Notes
        • 7.10.0 Release Notes
        • 7.10.1 Release Notes - Hotfix
      • 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 6.3 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 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 Solutions Clinical 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
      • Acquisition Announcement
      • Post-Release Support Trend Updates
      •  A Tour of the NextStep Solutions Help Center!
      • New Help Center Articles
      • NextStep Ideas Portal
      • 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
        • Agency Setup
          • Agency Setup Videos
            •  Avoiding Duplicate Clients - Quick Tip Video
            •  User Permissions - Quick Tip Video
        • Billing
          • Billing Setup
            • Link Programs to Billing Engine
            • 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
              • 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
          • 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 PDF to a Form
            • 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
        • Orders and Order Sets
          • 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
            • 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 (Presented: 3/15/2023)
                              •  Navigating the Complete IBHRS Workflow Through NSS (Presented: 1/13/2023)
                              •  Navigating ePrescribing (eRx) Webinar (Presented 1/25/2023)
                              •  eMAR Update Webinar (Presented 8/5/2022)
                              •  Navigating the IBHRS Workflow Through NSS (Presented: 8/18/2021)
                              •  A Tour of the NextStep Solutions Support Hub (Presented: 9/1/2021)
                              •  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 Weblink - 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 Weblink 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
                              • Home
                              • How To
                              • Overview

                              Reports

                              Billing/Financial Reports (5)

                              • NextStep Billing Reports
                              • Accounts Receivable Dashboard
                              • Billing Services Dynamic Report
                              • Line Item Report
                              • Line Item AR By Date Type Dashboard

                              eMAR Reports (1)

                              • eMAR Reports

                              Reports Designer (2)

                              •  Creating Common Reports in NSS Part 1 of 2 Video
                              •  Reports Designer Training Part 2 of 2 Video

                              EHI (1)

                              • EHI Data Dictionary

                              Articles

                              Organize Dashboards and Reports
                              Learn how to organize dashboards and reports.
                              Missing Appointments and Notes Report
                              Learn how to run the Missing Appointments and Notes report.
                              Export Form Data
                              Learn how to use the Export Form Data tool to export fields of completed Forms into a CSV file.

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                              • Phone: 248-309-3402
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