In Phase 6, we dive into scheduling in NikoHealth. A NikoHealth expert will deliver an overview of the system's Scheduling Hub in the desktop interface. You'll learn how to create Service Center hours, and how to add a teammate's working hours with scheduling blocks, if necessary. We'll also explain how to schedule an appointment and take a look at the system Calendar.
After scheduling, we'll explore the NikoHealth Mobile App. You'll learn how the Scheduling Hub works in our app, as well as the mobile features for the Calendar, how to dispense items, patient signatures and documents on mobile, and order completion.
Phase 6 training is broken down into the following topics:
Setting Up and Viewing Calendar and Availability
Creating Appointments
Managing Scheduling
Utilizing the NikoHealth Mobile App
LEARN
Begin by watching our Onboarding Webinar 6: Scheduling and NikoHealth's Mobile App.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!
Setting Up and Viewing Calendar and Availability
Create availability for yourself and a team member
Edit someone's working hours
View team schedules in calendar
Creating Appointments
Practice creating an appointment from the Calendar
Practice creating an appointment from a Patient Profile
Practice creating 3 different appointment types- Initial, Follow Up, Pickup
Creating an appointment from an order
Managing Scheduling
Schedule an appointment using the Scheduling Wizard (try entire workflow of creating an appointment from Patient Profile and Scheduling with wizard)
Schedule an appointment manually
Practice confirming appointments that you scheduled
Override an order status so you can schedule appointment
Utilizing the NikoHealth Mobile App
Note: practice all of these in the Mobile App:
Download NikoHealth Mobile App and create log-in
View appointment and order details
Add a note to an order
View calendar and adjust an appointment
Practice picking items for upcoming appointments
Practice adding/transferring items in an order
View navigation map for delivering to a patient
Practice delivery and appointment check-in
Practice delivery completion including review and signature
Practice collecting payment
Add/complete a form for a patient delivery
Review Patient Profile layout in mobile
Schedule appointment from mobile
Send message to a teammate from mobile
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!