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Notes

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

Profile

Update your password and profile information

Custom Fields

How to manage and work with Custom Fields?

Tasks

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

Forms

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

Documents

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

User Management
Corporate Setup
Customizing the Application
Price Option Management

How to create and manage price options?

Billing Setup
Playbooks

Create and Manage Playbooks

Patients
Claims
Claim Rejections
Inventory

Managing Inventory

Insurance

Add or create an insurance for a patient

Electronic Remittances
Calendar & Scheduling
New Patient & Order Workflow

Create a new patient and order

Resupply Program

Learn more about managing a patients resupply program

Payer Rules

Learn more about managing payer rules to improve your workflow process

NikoHealth Management Settings
Miscellaneous...
Reports
Training Checklist
Inbox Fax Management

Fax Management

API Integrations

Getting Started With APIs

Shipping Label
Drop Ship Order Fulfilment

Drop ship for patient home delivery

Payer Management
Electronic Medical Attachments
Workers Comp
Referring Provider Management
Availity Clearinghouse

How to setup Availity as a clearinghouse

Insurance Prior Authorizations

How to Manage Prior Authorizations?