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Manually Create a Patient

Create a patient and complete Patient Profile

Updated over 3 weeks ago

Overview

There are two ways to add a new patient to NikoHealth. The first method is using a fax to jumpstart the creation. For more information, see the article Create a Patient from a Fax.

The other method is to manually create a patient profile from scratch. This article will walk you through that process.


Navigate to Patients

To manually create a new patient in the system, go to the Patients tab. This will bring you to a list of your patients.


Patient Creation Process

To create a new patient, click the blue plus sign and select Create Patient.

The "Create Patient" page will open.


Patient Profile Layout

There are several sections with fields for new patient information.

You can see a list of all the sections on the left.

To jump to a section, click the desired area, otherwise, you can scroll down the page to see all sections. Note: Use the Tab key on your keyboard to quickly move through the fields in a section.

Fields with an asterisk (*) indicate a required field. You will not be able to create the patient without this information filled in.


General Information

This section allows you to enter basic identifying information for a patient.

Patient Status: A patient can have one of three statuses: Active, Hold, or Inactive. Use the buttons to select the appropriate status. For more information on statuses, see the article Patient Statuses.

Care Team Member: Use the dropdown to assign a member of your team to the patient. Assigned care members will appear in the patient profile and can be used when searching for or filtering patients in the system. For more information on how this can be used, see the article Care Team Member.

Tags: Patient tags are a way to help organize and sort patients. To use an existing tag that you've already set up, click in the field and select from the dropdown menu. To create a new tag, start typing and then select Add New Tag in the dropdown. For more information about patient tags, see the article Patient Tags.

Patient Details: Add all available patient information. When adding a new patient into the system, you can verify if the patient already exists in NikoHealth. Enter the patient's first name, last name, and date of birth, and then click Verify Patient. If there is no patient with matching information, you will get a notification that no duplicates have been identified. If a possible duplicate patient is identified, a notification will indicate an existing patient record match. You can click the matching patient name to visit that profile, or Ignore.


Address and Location

This section allows you to set the patient’s billing address, delivery address, and location or facility default.

  • Delivery Address - If the delivery address is the same as the regular Patient Address, click the Patient button. If the patient requires delivery to a facility, choose Facility. Otherwise, enter the delivery address after clicking Custom.

  • After entering the required information for an address, a blue "Verify Addresses" option pops up. Click to verify the information you entered is a valid address. If a recommended address is provide, you can select and update the information, or ignore.


Contacts

This section allows you to set the patient’s contact information as well as any emergency contact information.

Fill out all the required details and any other information available.

To add additional contact methods for the patient, click the blue +Add button next to Patient Contacts. Choose the contact Type in the dropdown menu, and enter the appropriate information.

If the patient has a preferred method of contact, click the star icon to the right.

You can also select a preferred time to contact the patient. To remove a contact method, click the trashcan.

In the Emergency Contact section, enter all available information. You can add phone numbers for an emergency contact by clicking Add next to the Contact section. To remove a contact number, click the trashcan to the right.


Responsible Party

This section is for the party responsible for this patient's billing.


Employer Info

This section allows you to enter the employment information for the responsible party. Fill out all the required details and any other information you are able to learn for this page.

To add contact information for the employer click Add next to the Contact section. You can remove contact information by clicking the trashcan icon to the right.


Medical Release Info

This section is where you can track the parties that have been given permission to receive medical information about this patient.

Patient Signature on File authorizes the release of medical or other information necessary to process a claim. This is populated in box 12 of the CMS-1500. If you choose Yes you will need to select a signature date.

You can add additional contact information by clicking Add next to Contacts. To remove a contact, click the trashcan to the right.


Custom Fields

Custom Fields are data fields that you create and define. They allow you to customize the Patient Profile so you can store and organize information that's tailored to your specific needs. Custom Fields can be created and used in various parts of the system to customize information for Patients, Orders, and Invoices.

In this example, a few Custom Fields have been set up to illustrate data on: CPAP Compliance, Patient's Preferred Language, and the Patient's ID for this specific company (EZ Care).

For more information on setting up and using Custom Fields, click here.


Save New Patient

Once you have gone through each section, click the blue checkmark icon in the top right to save the information and create the new patient.

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