In the third Phase of NikoHealth training, we are focused on Orders and setting up your Order Workflow. You'll start with setting up your Referral Hub to get those referring providers into the system. And then you'll learn about the entire order process in NikoHealth including order creation, completion, and overall management. Other key topics covered are drop shipping and point of sale.
Phase 3 training is broken down into the following topics:
Referral Hub Setup
Order Management
Order Creation
Order Completion
LEARN
Begin by watching our Onboarding Webinar 3: Order Creation and Completion.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!
Referral Hub Setup
Add Providers to your Referral Hub 
Add Facilities to your Referral Hub 
Order Management
Review and understand Order Types 
Review and understand the Order Queue 
Review and understand Order Statuses 
Review and understand Delivery Types 
Order Creation
Create an Order from a Patient Profile 
Add a new Referring Provider from your Order 
Add items to a new Order 
Add Prescription details to a new Order 
Add Documents to an Order 
Add a Note to an Order 
Add a Task to one or more Orders 
Review Cost Sharing in an Order 
Add One or More Tags to an Order 
Add one or more Custom Fields to an Order 
Order Completion
Review and understand options for completing an Order 
Review Completing a Sales Order 
Review Completing a Point of Sale Order 
Review Completing a Quick Ship Order 
Quick Shipping
Review how Quick Shipping functions in NikoHealth 
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!