There are two ways to add a new patient to NikoHealth. The first method is using a fax to jumpstart the creation. For more information, see the article Create a Patient from a Fax.

The other method is to manually create a patient profile from scratch. This article will walk you through the process.

Select the Patients feature in the top menu.

Click the blue plus sign in the top right and select Create Patient.

The Create Patient page will open. There are several sections with fields for new patient information. You can see a list of all the sections on the right. To jump to a section, click the desired area, otherwise, you can scroll down the page to see all sections.

Fields with an asterisk (*) indicate a required field, you will not be able to create the patient without this information filled in.

Note: Use the Tab key on your keyboard to quickly move through the fields in a section.

This section allows you to enter basic identifying information for a patient.

Fill out all the required details and any other information you are able to learn for this page. Some fields that you may not be familiar with are explained in the sections below.

When adding a new patient into the system, if you would like to verify whether the patient may already exist in your system, enter the patient's first name, last name, and date of birth and click Verify Patient.

If there is no patient with matching information, you will get a notification No duplicates have been identified.

If a possible duplicate patient is identified a notification will indicate an existing patient record match. You can click the patient name to visit the patient profile or click Ignore if you wish to proceed with your entry.

This section allows you to set the patient’s billing address, delivery address, and location or facility default.

Fill out all the required details and any other information you are able to learn for this page. Some fields that you may not be familiar with are explained in the sections below.

When entering addresses, you can click Verify Addresses to make sure you have a verifiable address.

A notification will indicate a recommended address. You can click on Update to use the recommended address or Ignore to proceed with your entry.

This section allows you to set the patient’s contact information as well as any emergency contact information.

Fill out all the required details and any other information you are able to learn for this page.

To add additional contact methods for the patient, click Add next to Patient Contacts. Choose the contact Type in the dropdown and then enter the appropriate information.

If a patient has a preferred method of contact, click the star icon to the right. You can also use the buttons along the type to select what time of day is best to contact the patient. For example, if a patient works 9-5 they may only want to be contacted during Evening.

To remove a contact method, click the trashcan.

To the right, you will see the Emergency Contact area. Enter any information available for the contact. You can add phone numbers for an emergency contact by clicking Add next to the Contact section.

Use the Type dropdown to select which type of phone the number is for and then enter the appropriate information.

To remove a contact number, click the trashcan to the right.

This section allows you to enter the person responsible for billing. Fill out all the required details and any other information you are able to learn for this page.

To add contact information for the responsible party click Add next to the Contact section. You can remove contact information by clicking the trashcan icon to the right.

This section allows you to enter the employment information for the responsible party. Fill out all the required details and any other information you are able to learn for this page.

To add contact information for the employer click Add next to the Contact section. You can remove contact information by clicking the trashcan icon to the right.

This section is where you can track the parties allowed to release medical information about the patient to.

Fill out all the required details and any other information you are able to learn for this page.

You can add additional contact information by clicking Add next to Contacts. To remove a contact, click the trashcan to the right.

Once you have gone through each section, click the checkmark icon in the top right to create the new patient.

Once the patient has been created, their profile will display.