Articles
Service Bundler Overview - Quick Tip Video
This Quick Tip Video shows an overview of the service bundler.
Key Indicators Overview - Quick Tip Video
This Quick Tip Video shows an overview of the key indicators in NextStep.
Key Indicators Forms and Form Setup - Quick Tip Video
This Quick Tip Video shows you how to set up key indicator forms on NextStep.
Add a New Billing User - Quick Tip Video
This Quick Tip Video shows you how to add a new billing user in NextStep.
Create New Client From Weblink - Quick Tip Video
This Quick Tip Video shows how to create a new client from a weblink in NextStep.
Episodes of Care - Quick Tip Video
This Quick Tip Video shows an overview of episodes of care in NextStep.
Discovering Duplicate Clients - Quick Tip Video
This Quick Tip Video shows how to identify duplicate clients in NextStep.
Client Search Functionality - Quick Tip Video
This Quick Tip Video shows client search functionality in NextStep.
DSM-V Widget - Quick Tip Video
This Quick Tip Video shows an overview of the DSM-V Widget in NextStep.
User Roles and How They Impact Permissions - Quick Tip Video
This Quick Tip Video shows user roles and how they impact permissions in NextStep.
Attach Weblink to Existing Client - Quick Tip Video
This Quick Tip Video shows how to attach a weblink form to existing clients in Next Step.