Documents help you keep important files attached to patient records and tasks. Because of how Documents attach and link to other records, there are several places to find and work with them. In this article we’ll go over the different places you can view documents and then how to filter and search through them.

Documents uploaded to NikoHealth can be found in the Document Management queue. You can always access this queue in the upper right hand corner.

The Document Management queue is organized into My Documents and All Documents.

My Documents: Documents YOU have uploaded to NikoHealth

All Documents: Documents other users have added to NikoHealth

Note: not all users will have permission to view Documents uploaded by others. You must have the correct user permissions to view All Documents.

You can view Documents attached to a Patient from within the Patient Profile. Click on the Documents Tab while in the Patient Profile.

All the Documents associated with this Patient will appear in this tab. At the top, there are filters to search through the Patient's Documents by Document Type and Name. Click the Filters button to access additional filters.

Below the filters is the list of Documents sorted by upload date (with the most recent at the top). You can easily view the Document Type, Title, and Upload Date. Hover over the Document for additional options.

Orders can have Documents attached to them. When you're in the specific Order, click on the Documents Tab.

From here, you can click on the Details button to view the Document.