Everything you’ll do in NikoHealth sits on top of the information you’re adding in this first phase! This includes adding essential data about your organization and teammates, locations, initial billing setup, and products.
Phase 1 training is broken down into the following topics:
Access Control and User Setup
Corporate Setup
Initial Billing Setup
Initial Products and Supplier Setup
LEARN
Begin by watching our Onboarding Webinar 1: Onboarding and System Setup. This is a 60min video.
TRY
Now that you've watched the webinar, go through the checklist below and try to complete the action items in NikoHealth. We've provided links to videos and tutorials for each topic, if you need additional help.
Be sure to make a note of any questions or issues you run into so we can address them when we meet!
Access Control and User Setup
Add new users to NikoHealth 
Assign User Roles and Permissions 
Create Teams based on your needs 
For more information on managing users in your organization, visit our help center.
Corporate Setup
Setup Organization Details 
Add Billing Providers 
Add Service Locations 
Add Service Centers 
For more information on Corporate Setup, visit our help center.
Initial Billing Setup
Add Your Payers
Setup Price Options
Setup Chart of Accounts
Setup Adjustment Reasons
Initial Products and Suppliers Setup
Pre-Catalog Setup (set these up before adding products to your catalog):
Add Manufacturers 
Setup Product Groups and Categories 
Setup Product Vendors 
Product Catalog:
Add Products to Catalog 
ASK
Now that you’ve spent some time in NikoHealth and worked through the checklist, bring us your questions! You’ll meet with your Project Manager so that we can address any questions or problems you faced and bring you personalized support!