Introduction

Notes are a way for you to keep track of actions and important information when working in NikoHealth. Using notes you can keep track of the work you, or other team members, have done to keep everything organized. Notes can be added and used with patient profiles, orders, invoices, inventory items, and tasks!

Take a look at some of the key features of notes:

Key Features

Information in Your Words

Notes allow you to enter whatever information you need and associate it with patient profiles, orders, invoices, inventory items, and tasks.

Permanent Log

Notes can only be deleted by users with designated permissions. Most users will not be able to delete notes, so you can always go back and see what you and others have recorded.

Using Notes

Notes are best used to set yourself a reminder of important information or to inform other people of what’s going on with the associated record. Notes can convey as much or as little information as you need! Below we’ll go over a couple of scenarios that notes can be used for.

Note Scenarios

Track Important Events

Use notes to keep track of things such as an important phone call with a patient or progress on filling a difficult order so that you always remember what’s happened.

Communicate with Team Members

Adding a note allows another team member who opens the associated patient profile, order, invoice, inventory item, or task to know what’s been going on without having to contact you directly. However, if you want a team member to take action, you should look at assigning a task instead.

Info at a Glance

Use notes as a quick reference for important information. For example, maybe you know that a patient already has approval for certain types of items. Make a note in the patient profile so that you know as soon as you open their profile for the next order. For patient profiles, inventory items, and orders you can even add a Subject to a note, giving it a category tag that makes it easy to see what the note is about at a glance.

Learn More

Now that you understand tasks, it’s time to start using them! Check out the articles below to get started on using tasks: