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Learn more about accessing NextStep Portal, navigating the client portal, and communicating with the client via messaging.
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This article describes how to send forms to the Client Portal.
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Learn how to assign and remove menu options for clients/representatives for the Patient Portal.
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Learn how to set up a client and a client's representative's portal accounts and view changes made.
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Learn how to change passwords for portal users and how to view the changes.
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This Quick Reference Guide walks clients and representatives through the steps to make a payment on the Portal.
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Learn how to configure Appointment Templates and Time Blocks to show for self-scheduling in the Client Portal.
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Learn how to set up portal confirm and cancel appointment statuses for the Scheduler.
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This Quick Reference Guide walks clients and representatives through the steps to schedule or reschedule an appointment on the Portal.
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Learn how to set a Form as Client Education and send it to the portal for the client to access.
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Learn how to configure Note Types to be viewed or signed by clients on the portal.
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Learn how to send a CCDA to the Client Portal.
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Presented 3/15/2023. Run-time: 21:49. Watch this webinar recording to learn about the NSS Portal workflows - from setup to client experience.