Flexible Workflows

Automatic Form Routing with Routing Rules

Our comprehensive form routing allows you to set rules for what forms and information a team member gets, then sends everything automatically to the next person on the list. This ensures that all of your documentation review processes are compliant, without someone forgetting to pass items along for review. A notification will show up on each person’s to-do list as it arrives, and comments can be added and sent back as needed.

Med Passing

Designed for inpatient floor staff, our med passing system makes it simple to keep up with even the most complicated medication schedules. You can set times and alerts for each patient’s medications, or use it for related medical needs, such as re-wrapping a wound, or taking vitals.

If anything out of the ordinary is happening, such as a patient preparing for a home visit, you can set individual task lists and reminders for that situation. You can group PRN medications, document self-administered meds, and note any exceptions–such as a patient refusing meds. If you have multiple locations, you can easily check on each facility at a glance.

Documentation to Billing

Billing and related documentation can be a real headache for clinicians. Guidelines for reimbursements from third party payers are not always easy to follow, and it’s difficult, if not next to impossible, to keep up with the constant regulatory changes and payer-specific adjudication rules.

Our technology lets you automate the process in many important ways. First and foremost, clinicians don’t have to understand billing to do their work–they simply pick what they did during a visit, and the billing engine determines what should be billed–or if it should be billed at all. Many of the complicated processes in behavioral health claims preparation are done automatically in the billing engine, so you don’t need to be an expert biller to get paid for all of your work.

Choose to bill automatically, with set reminders to complete the relevant documentation, or tell the system to delay billing until all documentation requirements are fulfilled. NextStep give you that flexibility. You can also set up individual billing options for each client–from self-pay to Medicaid–and even those who are covered under a grant. Our module also provides for census-based billing—simply note whether each client was present on a particular day and you’re all set.

Eligibility Checking

Checking clients’ insurance eligibility can be a time-consuming task. Our eligibility checker streamlines the process to make verification of benefits run more smoothly. You can run eligibility at pre-admission, during intake, and even during care to make sure your clients services are covered. You can submit an individual client’s information to the clearinghouse and get a status in real time, along with the details of that person’s co-pays and deductibles. You can also run batch reports to determine whether anyone with a scheduled visit has changed eligibility status so you know to ask for new insurance information prior to an appointment–ensuring cleaner claims and more timely payments.