NextStep Software


NextStep Solutions is a cloud-based electronic health records (EHR) solution designed for behavioral health providers. It offers billing management, patient scheduling, charting, reminders and reporting functionalities within a suite. The product caters to private practices, residential and outpatient care facilities.

NextStep features billing management, which allows users to implement the “plan, chart and bill” approach for billing. The solution also enables users to generate patient invoices for consultation and medication. NextStep also features digital pen integration for data entry.

NextStep is available in four versions - NextStep Practice Pro for private practices with less than three providers, Plus version for mid-sized and larger private practices, NextStep MS for outpatient and residential addiction programs and NextStep PHM for state and private hospitals that focus on patients with mental illness treatment.

NextStep offers online and live representative consultation support to the customers during the business hours.


NextStep - Document Center
  • NextStep - Document Center
    Document Center
  • NextStep - Fact Sheet
    Fact Sheet
  • NextStep - Medication Plan
    Medication Plan
  • NextStep - NextStep Home
    NextStep Home
  • NextStep - Reminders
  • NextStep - Template Wizard
    Template Wizard
Supported Operating System(s):
Mac OS, Web browser (OS agnostic)

1 Review of NextStep

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John from First In Health
Specialty: Mental & behavioral health

April 2014

April 2014

NextStep and its crew are fantastic!



Product Quality

Customer Support

Likes Best

NextStep is easy to use, and it takes very little time to create a thorough treatment plan for my clients. The staff are exceptional in their support of the product and always timely in response to support inquiries. The system is extremely flexible and has met the multitude of our needs!

Likes Least

It doesn't write my treatment plans for me! I hear they are developing a feature to do so in the near future.


When evaluating software to determine if it is right for your organization, make sure it is flexible enough to accommodate your needs and that the vendor is willing to work with you. It has been my experience that some companies are excellent throughout the sales process but much less so once you've signed up for service.