Your patients are the most important part of your business, and the central component to NikoHealth's system. This Training Phase focuses on teaching you how to add, view, and manage patients in NikoHealth.
After completing this training phase, you'll be ready to push ahead on getting all your patient data into the system. Then you can immediately leverage Patient Profiles for a centralized record of all essential patient information.
Phase 2 training is broken down into the following topics:
Creating a Patient (Manually & from Fax Inbox)
The NikoHealth Patient Profile
Managing and Finding Patients in NikoHealth
Adding Custom Fields
LEARN
Begin by watching our Onboarding Webinar 2: Patients and Customization. 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!
Creating a Patient (Manually and from the Fax Inbox)
Manually create a patient in the system. 
Try adding as many patients into the system as you can.
Review how to create a patient from a fax.
The NikoHealth Patient Profile
Review and understand Patient Profiles.
Add Demographics in Patient Profile.
Add Medical Records in Patient Profile.
Add Insurance to Patient Profile.
Add Documents to Patient Profile.
Add Prescriptions to Patient Profile.
Review Items in Patient Profile.
Review Orders in a Patient Profile.
Add a test note to a Patient Profile.
Review Financial tab in Patient Profile.
Review Resupply tab in Patient Profile.
Review Tasks in NikoHealth and the Patient Profile.
Review Audit tab in Patient Profile.
Managing and Finding Patients in NikoHealth
Find and view a patient you created.
Review how to delete a patient.
Adding Custom Fields
Review how to use Custom Fields in NikoHealth.
Set up some Custom Fields you'll use in NikoHealth.
Try pinning your new Custom Fields to a Patient Profile.
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!