NikoHealth

Managing Application Settings and customization options

App Settings & Customization

Understanding Custom Fields

Manage Custom Fields

Pin Custom Fields

How to add or edit custom field values in a patient record?

Add or Edit Custom Field Values in a Patient Record

How to manage and work with Custom Fields?

Custom Fields

Understanding Documents

Find and view Documents in the Document Management queue

Find and View Documents

Create and use Document Types to organize Documents

Document Types

Add outside files to patient records and tasks using Documents

Upload Documents

Attach Documents

Rename, edit, download, and delete Documents in NikoHealth

Manage Documents

Learn what documents are and how to add and manage them in the system

Documents

Understanding Forms

View a Form

Generate a Form

Share or Send a Form

Create a Form Template

Edit a Form Template

Download a Form Template

Delete a Form Template

Generate a Form with Signature Options

Referring Provider Signatures for Forms

Mappable Fields for Forms

Learn what forms are and how to generate and manage them in the system

Forms

Viewing and managing third party integrations connected to NikoHealth

Managing Integrations with NikoHealth

Integrating with third party Clearinghouse vendors for electronic claims

Clearinghouse Integrations

Availity Clearinghouse Onboarding

How to connect a Ring Central Fax Account?

Ring Central Fax Integration

Setting up and managing an integration between Parachute Health and NikoHealth

Parachute Integration

Managing third party applications you're integrating with NikoHealth

Integrations with NikoHealth

Understanding Notes

Find and View Notes

Create and Manage Notes

Learn what notes are and how to use them across the system

Notes

Customize packing slips and delivery tickets in Application Settings

Orders/Shipment Document Customization

Customize and manage packing slips and patient statements

Shipment Documents and Statements

Patient Statement Customization

Customizing Patient Statement settings in Application Settings

Statements

Using Tags to organize information in NikoHealth

Using Tags in NikoHealth

System Tag Definitions

Understanding Tasks

Create a Task

Find and View Tasks

Task Statuses and Priorities

Manage Tasks

How to hyperlink a patient, order, or an invoice to a specific task.

Link a Patient/Order/Invoice to a Task

Learn what tasks are and how to use them across the platform

Tasks

How to create personalized views and work queues on the Patient, Orders and Invoices page?

Create Custom Views with Saved Filters

Best practices for creating and using saved filters to build custom views

Saved Filters

Find answers and get help from Intercom Support and Community Experts

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