Overview
Attaching documents is a way to link existing documents to NikoHealth records like patient profiles and tasks. You can attach documents from within the desired record or through the Document Management queue.
If you have a fax from your Inbox that you would like to attach to a task or patient profile as a document, see the article Attach a Fax as a Document.
For information on how to upload new files into NikoHealth and link them, see the article Upload Documents.
Attach Documents to Patient Profiles
To attach existing documents to a patient profile, first open the Document Management queue. To attach one document to a profile, click the three dots to the right of the document. Select Attach from the menu.
If you want to attach multiple documents to a profile, use the checkboxes in the Document Management queue and then click the blue plus sign in the top right.
Select Attach.
A new page will open with a preview of the document on the right. Click Attach patient.
You’ll be prompted to enter the following information:
Select Patient - Start typing a patient name and select the appropriate result to attach the document.
Create New - Click this button to create a new patient to attach the document to the profile. For more information on creating patients see the Create a New Patient article.
Page Selection - Choose to either attach the entire document or a range of pages from the document to the record.
Document Type - Use the dropdown to select the category the document falls into.
Document Notes - Any additional information about the document can be added here.
When you’re done select Save to attach the document to the patient profile.
If you want to attach the same document to multiple patients, simply click Attach patient and you can fill out the information for the next patient profile.
Attach Documents to a Task
There are two ways to attach a document to a task. You can attach documents while inside a task or you can create a task with a document. We’ll go over both processes below.
Inside a Task
When creating or editing a task, there is an option to attach existing documents. Look for the Attachments section. Click the Documents field and search for the desired document. If you have linked a task to a patient, then the dropdown will automatically display documents associated with that patient.
Click the desired document to attach it to the task. You can attach multiple documents to existing tasks.
You also have the option to upload a new document for a task. For more information see our articles on Tasks.
From the Document Management Queue
To create a task with one document attached, click the three dots to the right of the document. Select Attach from the menu.
If you want to attach multiple documents to new tasks, use the checkboxes in the Document Management queue and then click the blue plus sign in the top right.
Select Attach.
A new page will open with a preview of the document on the right. Click Create task.
You’ll be prompted to enter the following information:
Assigned To - Enter the team member you are assigning the task.
Patient - If applicable, type and select the patient the task is related to.
Description - Enter additional information needed to successfully complete the task.
Pages - Choose if you want all of the document pages attached to the task or only a range of pages.
Due - Enter the date the task must be completed.
Priority - Select the urgency of the task.
When you’re done select Save to create the task.
If you want to create multiple tasks with the same document(s) attached, simply click Create task and a new task will open up below.
Attach Documents to an Order
Any document already attached or uploaded to a patient profile can be attached to an order. For more information on how to upload documents to a patient profile, see the article Upload Documents.
To attach patient documents to an order, click the blue plus sign in the top right.
Select New Document in the dropdown.
Use the search bar to find a specific document or scroll through all the documents associated with the patient profile. Click to select the desired document.
You can select multiple documents from the list. If you select a document by mistake, simply hit the X to remove it.
If you want to preview a document, click the eye icon.
When you're done, click Save to attach the selected documents to the order.
