Overview
If you’ve received a fax for a new patient, you can quickly add that patient to NikoHealth right from your NikoHealth Fax Inbox. This will create a patient record in the system, but with limited information. Therefore, all new patients added via the Fax Inbox will have a Hold status. This makes it easy to find them in the system so that you can return to the patient record and fill in more comprehensive information.
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.