Overview
If you’ve received a fax for a new patient, you can quick create a new patient right from your NikoHealth inbox. This process will not have all the steps involved in manually creating a new patient and will require you to later go back and fill in patient information.
All new patients created this way will have a status of Hold to make them easy to find and add needed information later.
Create a Patient from a Fax
First, select Inbox from the top menu. The Incoming subtab will automatically open.
Find the desired fax or faxes, and click the checkboxes to select them. Click the blue plus sign in the top right.
Click Attach Documents in the dropdown.
A new page will open, click Attach patient.
In the Attach Patient section, click the Create new button.
You can now enter the information to quick create a new patient as well as attach the fax to the new patient profile. Enter the following information:
First and Last Name - This is the new patient’s first and last names.
Page Range - The pages of the fax that you want attached to the new patient profile.
Date of Birth - The new patient’s birth date.
Document Type - The category of the fax you are attaching.
Document Notes - Any additional information that should be saved with the fax you are attaching to the new profile.
When you are done, click Save and the new patient will be created in your system with the fax attached as a document.
Note: You will now have to add other relevant information to the patient as you go, their profile will only have their name and date of birth.