NikoHealth

Managing Application Settings and customization options

App Settings & Customization

Manage Custom Fields

Understanding 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

Document Types

Manage Documents

Upload Documents

Attach Documents

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

Documents

Understanding Forms

Generate a Form

Edit a Form Template

View a Form

Download a Form Template

Share or Send a Form

Delete a Form Template

Generate a Form with Signature Options

Referring Provider Signatures for Forms

Mappable Fields for Forms

Create a Form Template

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

Forms

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

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

Patient Statement Customization

Customize and manage packing slips and patient statements

Shipment Documents and Statements

Understanding Tasks

Create a Task

Find and View Tasks

Task Statuses and Priorities

Manage Tasks

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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