Skip to main content

Phase 5: Resupply and Outreach Campaigns

Training Guide for Phase 5: Resupply and Outreach Campaigns

Updated over 2 months ago

We're covering everything you need to know about setting up and managing your Resupply process in NikoHealth.

A NikoHealth expert walks you through the steps of setting up and configuring Resupply Programs, how to add patients to your resupply programs, and how to leverage NikoHealth reports to monitor your programs and make adjustments.

We then dive into NikoHealth's powerful "Outreach Campaign" feature for managing Resupply through automated outbound text and email messages to your patients. You'll learn how to set up and customize outreach campaigns to deliver personable, effective communication to your patients, and how to leverage NikoHealth reports to measure and optimize those campaigns.

Phase 5 training is broken down into the following topics:

Setup Resupply settings

Create Resupply Programs

Review Resupply Programs

Outbound Campaign Feature in NikoHealth


LEARN

Begin by watching our Onboarding Webinar 5: Resupply and Outreach Campaigns.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!

Setup Resupply Settings


Setup Resupply Settings for Organization (in Management Tab)

Setup Payer Rules for Resupply Programs

Setup Product Properties for Resupply Programs

Create Resupply Programs


Create a Resupply Program from a Patient Profile

Review/practice creating a Resupply Program when completing an Order

Review/practice a Resupply Program when completing an appointment


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!

Did this answer your question?