Introduction
Documents are important files that can relate to patient profiles, tasks, and orders. There are two ways to add documents to NikoHealth, you can upload a document from your local computer or you can take a fax from your Inbox and attach it to a record as a document.
Document files can be .jpg, .jpeg, .pdf, .txt, .tiff, or .tif formats and the file size should be limited to 10 MB or less to avoid problems with uploads.
To help you organize and find documents, you can add tags to documents and select a document type, or category when adding them to NikoHealth.
Take a look at some key features of documents:
Key Features
Key Features
Share with Teammates
By default, documents are only visible to the user who uploaded them. To work with their team, users can attach a document to a task and assign that task to teammates. You can also adjust permissions so that a user will see all files being uploaded for all users. For more information on user permissions, see the article here.
Attach to Patients
You can attach a document to one or more patients. This allows you to find all relevant patient documents within the patient profile.
Attach to Tasks
You can attach a document to a task. This association allows assigned teammates to view relevant documents.
Link to Orders
If there is a patient associated with an order, you can link any documents from that patient to the order. This allows you to find all relevant order information for a patient without having to leave the order details page.
Add Notes
Once uploaded, you can add notes to a document. This is helpful for explaining why a document has been uploaded and making it easy to see the purpose of a document at a glance.
Organize with Types
When you attach a document to a record, you select a Type or category for the document. This makes it easy to find and organize documents later.
Using Documents
Documents are used to store important information about a patient, an order, or a task. Below we’ll go over a couple of scenarios that documents might be used in.
Document Scenarios
Document Scenarios
Record Important Information
An order has been waiting for authorization to move forward. You finally receive authorization upload it to NikoHealth and attach it to the relevant patient profile. To make sure there’s no hold-up with the order, you also link the authorization document to the order in question. You now have a record in case of any later problem, that authorization was received.
Instructions
You find out there’s a new checklist or process that must be followed to complete a task for a patient. To help out the teammate who will take care of the issue, you create a task and attach a PDF containing directions and steps for the new process. When the teammate is assigned the task, they’re able to follow the instructions document attached.
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