NikoHealth

Orders

Order Types in NikoHealth

Understanding the Order Queue

Understand what each Order status means in the system

Order Status

How to cancel an order or manually change the status

Manually Update an Order Status

Understanding and completing different delivery types in Orders

Delivery Types in Orders

Message a Teammate Within an Order

Understanding different Order types and options in NikoHealth

Understanding and Managing Orders in NikoHealth

Create a new Order from the Patient Profile or Order queue

Creating an Order

Add a new Referring Provider to NikoHealth from a new Order

Add New Referring Provider from Order

Adding Items to an Order

How to add a prescription to a patient Order

Adding a Prescription to an Order

Add Documents to an Order

Add a Note to an Order

How to add and utilize tasks when working with Orders

Adding Tasks to Orders

Cost Sharing

Using Tags in Orders

Add Custom Fields to Orders

The details in the Order Workflow process

Order Workflow

Understanding options for completing an order in NikoHealth

Options for Completing an Order

Completing a Sales Order Process

How to use Quick Shipping to complete an Order

Completing a Quick Ship Order

How to process/complete a retail purchase.

Completing a Point of Sale Order

How to complete the various types of Orders in NikoHealth

Completing Orders

Understanding Quick Shipping in NikoHealth

How to use Inventory Quick Shipping to complete an Order

Quick Ship with Inventory

How to use Non Inventoried Quick Shipping to complete an Order

How to Quick Ship with Non-Inventoried

How to drop ship items to fulfill an order

How to Quick Ship with Drop Shipping

How to configure a vendor as a drop ship vendor in NikoHealth?

Setup and Manage Drop Ship Vendors

Setup product catalog to transmit the correct SKU to a dropship vendor

Add Product SKU

How to setup a preferred dropship vendor for a product?

Set Preferred Drop Ship Vendor for Product

Understanding the weight listed on Shippo Labels

Shippo Shipping Label Weight

Getting Started with Shipping Label Creation

Understanding Quick Ship Orders and functionality in NikoHealth

Quick Shipping

Create a custom design with text, images, and links

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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