NikoHealth News

Summer may be heating up, but so is NikoHealth. This release brings a collection of enhancements designed to help your team work smarter, move faster, and gain greater visibility across everyday workflows. From new automation capabilities and scheduling improvements to reporting and operational enhancements, these updates are focused on reducing manual effort and helping you stay productive. Don’t worry if you don’t see these changes just yet—they’re on their way. And this is only the beginning; we’re continuously delivering new features and refinements to help your team work smarter every day.

HERE’S WHATS NEW

Order Automations
Streamline your workflow with our new Order Automation Rules Engine. Order workflows can now be automated using configurable conditional if/then rules that execute actions when specified order criteria are met. Initial automation capabilities include automatically updating order statuses and adding or removing tags, helping reduce manual effort, improve consistency, and accelerate order processing. This is just the beginning, with additional automation actions and enhancements coming in future releases.

What’s new:

• Administrators can now create conditional if-then automation rules that trigger actions based on order fields or attributes.
• Create and manage Order Automation Rules from Management > Application Settings > Automations > Order Rules.
• Configure conditional if/then logic by defining rule criteria and the actions to be executed when conditions are met.
• Track automation activity with a dedicated Audit Trail for rule creation, updates, and management.
• View automation executions directly within the Order Audit History, providing visibility into the actions performed automatically on each order.

Automated Rental Stop
Simplify rental management with enhanced order completion workflows that automatically update rental statuses based on transfer type selections.

What’s new:

• A new Transfer Type field with Pickup and Exchange options has been added to the Order Complete workflow.
• When Pickup is selected and an active rental exists for the item, the rental is stopped automatically.
• When Exchange is selected, the rental remains active.

Resupply Limit Indicator
Improve visibility into resupply limit automated rules with enhanced item line level indicators.

What’s new:

• Item-Level Visibility: The resupply limit tag, previously visible only at the order level, is now displayed at the item line level for faster and more precise identification of items affected by resupply limits.

Invoice Hold Reasons Filtering
Get clearer, more granular visibility into invoice holds by separating invoice-level hold reasons from service line–level system edits, and by surfacing custom “Other” hold text directly in searchable invoice data.

What’s new:

• On Billing > Invoices, the existing “Hold Reasons” filter has been renamed to Invoice Hold Reason for clarity.
• A new service line–level filter, Service Line Edit, lets users filter invoice service lines by their approved system edit attributes (e.g., Prescription Required, Authorization Required, Other). This separates line-level edits from invoice-level holds, so hold-related filtering is no longer treated as a single bucket.
• Both filters are available from the main Invoice Queue and the advanced filter panel.
• When a pricing rule or price option is configured with the hold reason Other plus custom text, that exact text now populates the
  Price Hold Reason Details field on invoice service lines. The text is now fully searchable on the main invoice queue.

Appointment & Scheduling Enhancements
Streamline scheduling with recurring appointments and a complete view of each patient’s appointment history and upcoming appointments.

What’s new:

• Recurring Appointments: Configure appointments to recur on a daily, weekly, monthly, or annual schedule. Define recurrence intervals and end conditions.
• Patient Appointment History: A new Appointments tab within the patient profile provides a centralized view of past appointments and upcoming scheduled appointments. Appointments can be scheduled directly from this view as well.
• Centralized Appointment Auditing: Appointment related activity is now included in the centralized Audit Report, improving visibility and accountability across scheduling workflows.

Outbound Campaign Enhancements
Improved campaign visibility and outreach management with enhanced logic, and new reporting fields in the campaign performance report.

What’s new:

• Improved Rescheduling Logic: Unresponsive canceled orders are now rescheduled based on the initial outreach date rather than the most recent outreach attempt.
• Patient Contacts: Added Patient Cell Phone Number and Patient Email as available fields.
• Outreach Attempt Tracking: Added Outreach Attempt as a field and filter, displaying the current outreach attempt based on the configured retry schedule.
• Order Status Visibility: Added Order Status as a field and filter, providing visibility into the current status of the order associated with each campaign record.

New API Rental Endpoints
Programmatically create, retrieve, and update patient rental programs with three new endpoints added to the Billing / Rentals API.

What’s new:

• POST/v1/patients/{patientId}/rentals — Creates a new rental for the patient.
• GET/v1/patients/{patientId}/rentals/{id} — Returns a single rental by its identifier.
• PUT/v1/patients/{patientId}/rentals/{id} — Updates an existing rental.

Add Insurance Information Directly from the Inbox

What’s new:

You can now add insurance information directly when creating a new patient from the Inbox. A new Insurance tab lets you enter one or more insurance records as part of the patient creation workflow, eliminating the need to update the patient record afterward. You can also verify eligibility during this process, helping ensure coverage information is complete before moving forward.

Additional Improvements and Enhancements

What’s new:

• Purchase Orders Enhancement: Enhanced purchase order pricing logic to automatically apply vendor specific pricing when generating purchase orders from backorder items. The system now checks for a configured vendor specific purchase price and uses it when available. If no vendor specific price is configured, the generic product purchase price is used as a fallback. Previously, purchase orders generated from backorder items always used the generic product purchase price, bypassing vendor specific pricing configurations.
• RingCentral fax integration: RingCentral defined extensions are now required when setting up a fax connection. Instead of leaving the Extensions field blank, the system now requires users to explicitly specify the extensions associated with the ring central fax lines.
• Data Transfer: Added the ability to bulk import and export Medical Release Contact information associated with patient records, making data updates and record management more efficient.
• Products: Added Yard and Square Inches as selectable values in the product level Billing UOM fi eld. These options are informational only and support product reference data.
• Failed Payment Posting: Streamline failed payment posting with automatically pre-populated and pre-filtered invoice data. Selecting Connect on a failed payment now automatically surfaces relevant invoices, reducing manual effort and speeding up posting.
• Denials Detail Report: Remark Codes (RARC) and Reasons have been added as an additional column and filter on the Denial Details Report.

Ongoing System Performance Improvements and Fixes 

We’ve made additional performance optimizations and resolved various issues to ensure the system continues running smoothly and reliably.

We would like to inform you of a scheduled system maintenance taking place on Sunday, May 24th between the hours of 4:00 AM and 7:00 AM ET. During this time, the system may be unavailable. This maintenance is necessary to perform infrastructure updates that help us continuously improve system performance, reliability, and overall platform stability. During the maintenance window, the system will be temporarily inaccessible.

We’ve been busy behind the scenes bringing meaningful improvements your way. This latest release introduces a range of updates aimed at simplifying workflows and making day-to-day work in NikoHealth smoother and more efficient. If you don’t see these changes just yet, they’ll be available to all customers shortly. And we’re not stopping here — more enhancements are on the horizon to help your team get more done with less friction.

HERE’S WHAT’S NEW

Refunds & Payment Workflow Enhancements

Streamline your refund process with enhanced workflows designed to make handling refunds faster, more intuitive, and easier to manage from start to finish.

What’s new:

• Initiate refunds directly from the patient financial record or associated order for a more streamlined workflow
• Automatically link refunds to the original payment during processing for improved accuracy and traceability
• Process credit card refunds seamlessly within NikoHealth
• Gain clearer visibility with refunds tied to original payments, including “Refunded” and “Partially Refunded” labels displayed on invoices
• Easily identify refund activity with a new Transaction Type field in the credit card transaction report
• Enhanced access control with new permissions for refund actions, including view, edit, and delete

Deposit Workflow Enhancements 

Improve deposit reconciliation and reporting accuracy with enhanced visibility into deposit activity, making bank reconciliation more transparent and easier to manage.

What’s new:

• Optional Bank Deposit Amount field now available to support more flexible reconciliation
• Automatically calculated discrepancies between deposit totals and bank amounts to help quickly identify variances
• New Bank Deposit Amount and Unmatched Total fields added to the Deposit Record Report for improved reporting accuracy
• Enhanced deposit experience with UX improvements, including the ability to copy Deposit IDs and access clickable payments for faster navigation

Inventory and Purchase Order Updates 

Enhance your inventory and purchasing workflows with added functionality across key processes, making it easier to manage stock and streamline purchase orders.

What’s New:

• Redesigned Purchase Orders list with a modern interface, advanced filtering, and support for saved custom views
• Streamlined purchase order creation into a single action, with the ability to filter by vendors associated with products
• Updated inventory adjustment workflow to support serialized and lot-tracked items
• Introduced a new Inventory Adjustment permission (automatically granted to users with existing Inventory Edit access)
• Service maintenance note templates are now available for all inventory items, regardless of service maintenance requirements
• Added a new Customer Orders tab on purchase orders; backordered items now automatically link to the associated patient and order, and are displayed within the Customer Orders tab for easy tracking
• When backordering items, Vendor Account information is auto-populated from inventory location reorder settings when available, or from item vendor details in the catalog

Order Workflow Updates

Enhance flexibility in your order workflows with the ability to delete individual line items within the cost sharing and add claim notes directly within the order.

What’s New:

• Added a Claim Note field within the Cost Sharing section of an order; notes entered here will appear in the Additional Info section of the invoice and transmitted with the claim
• When products have multiple HCPCS codes assigned, you can now delete unwanted line items in Cost Sharing, giving you greater control over what flows into downstream billing

Resupply Improvements 

Refreshed design for managing and creating resupply programs, now with added functionality to make setup and ongoing management more intuitive and efficient.

What’s New:

• Updated the Resupply page on the patient record and during create/edit workflows with an enhanced, more intuitive user interface
• Added the ability to include claim notes or service line notes directly on resupply items within the patient’s resupply program; these notes will automatically carry over to the generated order and flow through to the invoice, eliminating the need for manual entry later

Patient & Insurance Updates

Enhance insurance data accuracy and strengthen control over payer-related workflows.

What’s New:

• Insurance records now support international addresses
• Users are now notified when deleting an insurance on a patient record that is tied to an active rental, helping ensure ongoing rentals are properly reviewed and updated
• Account groups can now be associated directly at the Payer Plan level for more flexible configuration and management

Forms and Documentation Enhancements

Gain greater control and automation across your forms and documentation workflows, helping streamline processes and reduce manual effort.

What’s New:

• Introduced Form Automation Rules under Management, allowing you to configure required forms based on HCPCS codes or specific products
• Configured forms will automatically appear for completion during the order completion workflow in the web application (mobile support coming soon)
• Flexibility to add additional forms on the fly during the workflow as needed
• Added integrated support for Topaz GemView tablets, enabling client-facing document viewing and signature capture

API Enhancements 

Expand your integration capabilities with newly available APIs, designed to provide greater flexibility, improve data connectivity, and support more seamless interactions with external systems.

What’s New:

Added new Cost Sharing API endpoints:

• GET /v3/orders/{id}/cost-sharing
• PUT /v3/orders/{id}/cost-sharing

Added new Billing Rentals API endpoints:

• GET /v1/patients/{patientId}/rentals
• PUT /v1/patients/{patientId}/rentals/{id}/start
• PUT /v1/patients/{patientId}/rentals/{id}/stop

Workflow and UX Enhancements

A collection of  workflow and UX enhancements designed to improve usability, streamline navigation, and make everyday tasks more efficient.

What’s New:

• Rentals can now be manually marked as complete directly from the rental record, making it easier to move rentals out of hold or stopped statuses when appropriate
• Toast system messages now display longer for improved visibility
• Added a new “Is Not” filter for tags across patient, order, and invoice queues
• Shipping labels returned in ZPL format can now be printed directly using ZPL-compatible printers
• Custom field property types now support a Link field, allowing URLs to be entered and accessed as clickable hyperlinks
• When adding or editing a rental, you’ll now see an indicator for the next invoice period and dates of service
• Added the ability to import and export Vendors through the data transfer process
• Sales tax settings are now available under Organization Management, allowing configuration of geographic sales tax nexus for automatic tax calculation
• Medicaid Carrier Code fields have been added to the Payer/Plan Detail Report
• Product Group and Category fields have been added to the Inventory Location Report
• Redesigned Collect Payment workflow:
  • From a patient displays total patient account balance
  • From an order displays total due for the order
  • From an invoice displays the invoice balance due
  • Option to select an alternate service location when collecting payments for better tracking
• Claim remark codes are now updated and displayed at the service line level when applicable

Ongoing System Performance Improvements and Fixes 

We’ve made additional performance optimizations and resolved various issues to ensure the system continues running smoothly and reliably.

We’ve been hard at work—and it shows. This release delivers a new set of enhancements focused on streamlining workflows and making everyday tasks in NikoHealth more seamless and intuitive. If you haven’t seen these updates yet, don’t worry—they’ll be rolling out to all customers soon. We’re keeping the momentum going with a new wave of innovations designed to reduce manual work, improve visibility, and help your team accomplish more with less effort.

HERE’S WHAT’S NEW

Appointment Creation & Calendar Enhancements

We’ve introduced major improvements to appointment scheduling and calendar management to make workflows more flexible, intuitive, and customizable.

Custom Appointment Types

You can now create and manage your own appointment types tailored to your workflow.

What’s new:

• Create custom appointment types
• Define default appointment durations
• Optionally add appointment reasons to guide users during scheduling

This helps standardize scheduling while allowing flexibility for different visit types.

Redesigned Appointment Creation & Editing

We’ve completely redesigned the appointment creation and editing experience to make it more intuitive and efficient.

Improvements include:

• Streamlined, user-friendly interface
• Easier creation and modification of appointments
• More flexible scheduling workflow

Redesigned Calendar View

The calendar has been fully redesigned to improve visibility and usability.

Key enhancements:

• Color coding by team member or patient service center
• Ability to group calendar views by team member or location
• Advanced filters for better control of what you see
• Save and set default custom views

These updates make it easier to manage schedules and quickly find the information you need.

Payer Rules by Pricing Group

We’ve enhanced payer rule configuration to give you more flexibility and reduce the need for plan-level setup.

You can now assign Authorization and Resupply rules based on a payer’s Pricing Group. This allows rules to be applied at the pricing group level, minimizing the need to configure rules individually for each plan.

What’s new:

• Assign payer rules by Pricing Group
• Apply rules across multiple plans without selecting each plan individually
• Streamline setup and reduce configuration time

What hasn’t changed:

• You can still define plan-specific rules as before, when more granular control is needed

This update makes it easier to manage payer rules at scale while maintaining flexibility for plan-level customization.

Add Insurance Information During Patient Creation

You can now add insurance information directly when creating a new patient or editing an existing one—all in a single step.

We’ve introduced a dedicated Insurance section within the patient workflow, making it easier to capture all required information upfront without needing to enter insurance details separately.

What’s new:

• Add insurance details during patient creation or editing
• New Insurance section integrated into the patient workflow
• Reduce duplicate steps and streamline data entry

This update helps save time and ensures patient records are complete from the start.

Enhancements to Outbound Campaigns

We’ve expanded our Outbound Campaign capabilities to give you more automation, better visibility, and greater control.

What’s new:

• Automatic Address Updates from Campaign Responses
  Delivery addresses on orders can now be automatically updated when a patient submits a new shipping address through a campaign response. Orders now clearly indicate when a delivery address has been updated via a campaign response.
• Improved Decline Handling
  Campaign settings now allow automated rescheduling of resupply items through separate workflows.
  • Partial declines
  • Full-order declines
• Automatic Cancellation for Unresponsive Orders
  Orders can be automatically canceled after maximum outreach attempts are reached, minimizing manual follow-up. Future orders can also be rescheduled automatically based on the patient’s resupply frequency.

Enhanced Support for Patient Information

We’ve expanded support for key patient data to improve consistency, visibility, and accessibility across the platform.

What’s new:

• Medical Record Number (MRN) Enhancements
  • MRN is now supported in patient demographic imports
  • Added MRN as a field in the Patient Details Report
  • You can now filter by MRN  in the patient queue
  • MRN is now available as a filter in the GET /v1/patients API endpoint
  • MRN is now displayed in patient detail views and within order and invoice sidebars
• Expanded Gender Options
  • “Unknown” is now supported as a gender option for both patient and insurance records

Product Kit Import & Export Support

We’ve added support for importing and exporting product kits to make bulk updates faster and easier.

What’s new:

• Import product kits into the platform for efficient bulk creation and updates
• Export existing product kits to simplify bulk edits and data management

Improved International Address Support

We’ve enhanced address validation to better support international workflows and reduce entry friction.

What’s new:

• Zip / Postal Code is now optional for international addresses
• Zip Code remains required for U.S. addresses

This update makes it easier to enter and manage non-U.S. addresses while maintaining accuracy for domestic records.

Ongoing System Performance Improvements and Fixes 

We’ve made additional performance optimizations and resolved various issues to ensure the system continues running smoothly and reliably.

 

 

We’ve been busy and it’s paying off. This release brings a fresh set of improvements aimed at simplifying workflows and making day-to-day work in NikoHealth smoother and more intuitive. If the updates haven’t landed in your system yet, sit tight—they’ll be available to all customers shortly. What’s next? We’re building on this momentum with a wave of innovative enhancements designed to reduce manual work, increase visibility, and help your team accomplish more — with less effort.

Here’s What’s New

Inbox Improvements

Make document triage, tagging, attachment, and intake faster and more efficient — with support that goes beyond faxes.

What’s Changed  

• A redesigned Inbox with a cleaner layout, hover actions, and an improved multi-select action bar.
• New: SFTP as an Inbox source—automatically pulls files from a configured SFTP location into the Inbox, displayed like inbound faxes.
• Larger document viewing area for easier review while working documents.
• Simplified document tagging directly from the Inbox.
• Enhanced patient creation when attaching documents, reducing double entry when paperwork arrives before a patient exists.
• Trash cleanup is now available for better inbox housekeeping.

Integrations Management 

Make it easier to manage fax provider connections and configure inbound document retrieval from SFTP sources.

What’s Changed

• Fax provider connections can now be created and managed directly within the application integrations settings.
• Supported fax providers include RightFax, FaxAge, and RingCentral.
• Inbox SFTP connections can be configured within Integrations to enable inbound document retrieval.

Product Kits

Group commonly ordered products for easier ordering, while still managing, tracking, and adjusting inventory for each item individually. Tailor kit contents per patient or order without rebuilding the set each time.

What’s Changed

• Build Product Kits from individual products and add them to orders in one click.
• Set default quantities and the correct unit of measure.
• Adjust individual items and quantities within a kit for each order.
• Mark items in a kit as non-billable by default to simplify fulfillment and billing.

Updated Order Functionality 

Streamline adding items to orders with an improved design and enhanced functionality.

What’s Changed

• Refreshed order interface for a smoother, more intuitive experience.
• Support for Product Kit selection directly when adding items.
• Set default preferred fulfillment methods, like dropship vendors or inventory, on products in your catalog—or choose a preferred method directly when creating an order.
• Handle partial stock backorders when an entire order cant be fulfilled.
• Add the same product on multiple lines in an order to manage billing or fulfillment separately.

Vendor Fulfillment Capabilities

What’s Changed 

• Added Fulfillment Capabilities to vendor profiles. You can now specify whether a vendor supports Patient Drop Ship and/or Inventory Purchase. These settings control which vendors are available for drop ship selection and purchase order assignment.

Enhanced Invoice Custom Fields

What’s Changed

• Invoice custom fields now support additional attribute types, including text, date, checkbox, number, and dropdown selections.

Audit Enhancements

What’s Changed

• Audit events now include a Correlation ID, making it easier to trace related system activity across requests.

API Update

What’s Changed

• Added a Medical Record filter to the Patients API, allowing retrieval of patients by an associated external Medical Record Number (MRN).

Updated Design of Action Menu

What’s Changed

• Redesigned the Action Menu in the Patient Record, updating both its layout and available options to create a more intuitive and efficient user experience.

Ongoing System Performance Improvements and Fixes 

We’ve made additional performance optimizations and resolved various issues to ensure the system continues running smoothly and reliably.

 

Happy New Year to our clients, and thank you for your continued support. This release kicks off the new year and we’re excited to bring you the latest updates! Inside, you’ll find new features and useful enhancements. If you don’t see the new features right away, don’t worry—they’ll be rolling out to all customers soon. This year is just getting started and it’s going to be big. We have a wave of powerful new features rolling out throughout the year. These updates will unlock new possibilities and continue to make your experience faster, smarter, and improve how you work with our product.

What’s new:

Enhanced Product Catalog Filters
We’ve expanded the advanced filters under Management → Catalog to make it easier to find products quickly and accurately.

Enhancement Includes:

• Added Part Number and HCPCS as advanced filter options

The Payer/Plan Detail Report now includes the Unique Plan ID Previously, the Unique Plan ID was not available as a drop in column in the report. This enhancement makes the information directly accessible in the report, reducing manual effort and improving reporting and data management.

Improved Order Confirmation Fax Details
We’ve updated the Order Confirmation fax to improve readability and make key patient and order information easier to identify.

Enhancements Includes:

• Added Patient Date of Birth (DOB) for clearer patient identification

• Restyled Patient Name and Sales Order (SO) Number for improved legibility

Place of Service (POS) Automation for Facilities & Orders

We’ve added Place of Service (POS) Code support to improve facility configuration, order handling, and invoicing consistency.

Enhancements Includes:

• Facility Configuration: Added an optional POS Code field during Facility setup and editing, with support for selecting standard POS codes.

• Order Cost Sharing: When a Facility is linked to a patient, its POS Code now automatically defaults onto the order and is displayed in the Cost Sharing section. Users may edit or override the POS Code at the order level as needed. If no Facility is linked, or if the Facility does not have a default POS Code configured, the POS Code will default to 12 (Home), consistent with current system behavior.

• Invoicing: The invoice will include the POS Code specified in the order’s cost sharing section, supporting more consistent billing workflows.

Connect Scale to Streamline Shipping Label Creation

We’ve added a Connect Scale feature that simplifies package weighing by automatically capturing weight data, reducing manual entry and improving accuracy across shipping and inventory workflows.

Enhancements Includes:

• Added a Connect Scale button next to the weight input field

• Automatically retrieves weight data from supported electronic scales (e.g., USB/COM-connected devices)

• Eliminates manual entry to improve accuracy and speed

UOM Import/Export in Data Transfer

We’ve expanded Data Transfer capabilities with support for Unit of Measure (UOM) import and export, making it easier to manage UOM configurations at scale.

Enhancements Includes:

• Added UOM Import/Export under Management → Data Transfer

• Download existing UOM data or upload updates in bulk

This enhancement streamlines management of complex product Unit of Measure (UOM) configurations, improving efficiency for teams.

International Support: Country Field Added

We’ve expanded international address capabilities by adding a Country field to insurance addresses in the patient profile. The default country remains USA, maintaining consistency with previous behavior.

Save User Filter Views: Default Selection & Usability

We’ve enhanced saved filter views to be more intuitive and efficient. Users can now mark a saved filter as the default when creating it as a view.

Enhancements Included:

• Default Filter Selection: Users can now choose a saved filter as a default view, so it automatically applies whenever you open the page from a fresh state.

Ongoing System Performance Improvements & Fixes

We’ve made additional performance optimizations and resolved various issues to ensure the system continues running smoothly and reliably.

 

 

We would like to inform you of a scheduled system maintenance taking place on Sunday, December 21st between the hours of 5:00 AM and 7:00 AM ET. During this time, the system may be unavailable. This maintenance is necessary to perform infrastructure updates that help us continuously improve system performance, reliability, and overall platform stability. During the maintenance window, the system will be temporarily inaccessible.

We’re excited to share the latest updates in this release! This round includes powerful new features, enhancements, and performance improvements designed to streamline operations, expand flexibility, and improve overall usability.  If you don’t see the latest features just yet, don’t worry as we make this release available to all of our customers soon.

What’s New:

Inventory Barcode & Shelf Labels: Improve Accuracy & Organization

We’ve introduced a brand-new capability for creating, managing, and printing Inventory Barcode Labels and Shelf Labels, giving you greater visibility and control across your warehouse or retail environment.

You can now generate labels directly from the Inventory tab, Product Catalog, and Purchase Orders.

Barcode Labels

Barcode labels help uniquely identify individual items in your inventory. Each label can include:

Bin Location – See where each item is stored

Item Unit – Each, box, case, etc.

Product Serial # / Lot # – Improved traceability for serialized or lot-tracked items

Shelf Labels

Shelf labels identify storage locations or display shelves and can include:

Product Barcode – Quickly access associated product records

Product Description – Easily identify items on shelves

Unit Price – Helpful for retail or customer-facing environments

ZPL Printing Support

Labels can now be printed in ZPL (Zebra Programming Language), enabling seamless printing to Zebra and other ZPL-compatible label printers — no extra formatting tools required.

Custom Fields for Product Details: Tailor Product Data to Your Needs

You can now configure custom fields on the Product Details page to capture organization-specific product attributes beyond standard fields.

Supported field types include:

• Text
• Number
• Date
• Checkbox
• Dropdown

Custom fields can be set up directly within product settings, giving teams more flexibility in displaying and managing product information.

Support for International Addresses & Phone Numbers

The system now supports international address formats and phone numbers within patient records.

What’s New:

Addresses

• Support for non-U.S. formats
• Expanded country selection for global patients

Phone Numbers

• Support for international dialing codes
• Automated validation and normalization by country

Mass Credit Balance Adjustments in Write-Offs

The Write-Off tool now supports bulk credit balance adjustments, making it easier to identify and reconcile multiple accounts with credit balances.

Benefits:

• Perform write-offs across multiple invoices or accounts at once
• Simplified workflow for managing overpayments
• Consistent application of write-off rules across bulk actions

Updated Billing Period Logic for New Rentals

When adding a new rental manually from the rental page within the patient record:

• If the rental begins in Billing Period One, the Billing Period field should automatically remain blank.

This ensures the initial invoice correctly generates for Billing Period One without manual adjustments.

Open Tasks in a New Page from Hover Action

You can now open any task in its own page with just one click while viewing your task list.

What’s New:

Hover over a task → click the new quick-launch icon → the task opens in its own page, improving workflow efficiency.

Support for Product Identifiers in the Product Catalog

We’ve added support for default Product Identifiers, including the ability to automatically populate identifiers such as the NDC or UPN based on product master data.

Why this matters:

• Ensures accurate default identifiers on invoices and claims
• Reduces manual entry and improves data consistency

Updated User Interface for Catalog & Inventory Pages

We’ve refreshed the UI to deliver a more modern and intuitive experience.

What’s New:

• Modern Layouts – Cleaner design and better readability
• Advanced Filters – Filter by category, status, location, and more
• Custom Views – Save preferred views to quickly access the necessary data

API Enhancements
Product Custom Fields API

We’ve expanded API support to manage and retrieve custom field data for products.

New Endpoints:

GET /v1/products/{productId}/custom-fields – Retrieve a product’s custom field values

PUT /v1/products/{productId}/custom-fields – Update custom field values

GET /v1/products/{productId}/custom-fields/{fieldId} – Retrieve a specific field value

Enhancements:

GET /v1/products now supports a customfield filter for querying products by custom field values.

Payment Webhooks

New webhook events have been added for payment lifecycle activity:

payment.created

payment.updated

payment.deleted

Inventory Product Webhooks

New webhook events for inventory product changes:

management.inventory.product.created

management.inventory.product.updated

management.inventory.product.deleted

Insurance Eligibility API

We’ve added new eligibility endpoints to support checking insurance coverage with or without an existing patient record.

Check Coverage Without a Patient Record

POST /v1/insurance/eligibility

Use this to run a real-time 270 eligibility check before creating a patient — ideal for pre-onboarding or one-off encounters.

Check Coverage for an Existing Patient

POST /v1/patients/{patientId}/insurances/{insuranceId}/eligibility

Useful for routine coverage checks, automated workflows, and ensuring patient data accuracy.

Ongoing System Performance Improvements & Fixes

We’ve made additional performance optimizations and resolved various issues to ensure the system continues running smoothly and reliably.

Happy Labor Day! 🎉 As we celebrate the hardworking spirit, it’s also time to roll out the next update. In this release, we’ve packed in a variety of new features and enhancements to make your experience even smoother. If you don’t see the latest features just yet, don’t worry as we make this release available to all of our customers soon.

What’s New

API Updates:

Product Description Field in GET /V1/Products Endpoint Response

We’ve added a new description field to each product object returned by the GET /V1/Products API endpoint. This enhancement provides more detailed information about each product directly in the API response, helping developers and consumers access meaningful product context without needing additional queries.

Details:

• Endpoint: GET /V1/Products
• Change: Added a description field to each product object in the response payload.
• Type: String

Filtering Support in GET /v1/price-options Endpoint

The GET /v1/price-options endpoint now supports advanced filtering capabilities, enabling more targeted and efficient data retrieval.

New Filter Parameters:

• productid: Filter price options by a specific product.
• Service location id: Filter results based on a location.
• Pricing group id: Filter by pricing group to retrieve options relevant to specific pricing groups.

Benefits:

• Reduces payload size by returning only relevant data.
• Improves performance for clients needing scoped price information.

New API Endpoint: GET /v1/pricing-groups

We’ve added a new API endpoint to enhance pricing group data access:

GET /v1/pricing-groups

This endpoint allows clients to retrieve data related to pricing groups, including details such as group names, and identifiers.

Key Features:

• Retrieve a list of all pricing groups
• Access identifiers for integration

Deposit Information Added to GET /v2/payments and GET /v2/payments/{id} Endpoints

We have enhanced the payment endpoints to provide more comprehensive details when a payment is associated with a deposit (via our Deposit Functionality).

Enhancements:

When a payment is linked to a deposit, the following deposit-related fields will now be included in the response payload of both:

• GET /v2/payments
• GET /v2/payments/{id}

New Deposit Fields:

• Deposit Date – The date the deposit was made.
• Deposit ID – Unique identifier for the deposit.
• Deposit Notes – Any notes associated with the deposit.
• Deposit Reference # – Reference number tied to the deposit.

New Webhook Event: task.note.created

We’ve introduced a new webhook event to provide real-time notifications when task notes are created.

Event: task.note.created
Description: Triggered whenever a note is added to a task. This allows external systems to stay in sync with task-related updates.

New Webhook Events: Patient Notes

We’ve expanded our webhook capabilities to support real-time tracking of patient note activity. The following new webhook events are now available:

New Events:

• patient.note.created
  Triggered whenever a new note is added to a patient record.
• patient.note.deleted
  Triggered when a patient note is removed.

New Webhook Event: patient.diagnosis.updated

We’ve added a new webhook event to help you track updates to patient diagnoses in real time.

Event: patient.diagnosis.updated

Description: Triggered whenever an existing diagnosis for a patient is added or removed within the patient record. This ensures downstream systems stay current with the latest diagnosis information.

New Webhook Events: Order Document

We’re introducing two new webhook events to help you monitor and respond to changes in order documents in real time.

New Events:

• order.document.created
  Triggered whenever a document is attached to an order.
• order.document.deleted
  Triggered whenever an existing document is removed from an order.

New Feature: Specify Billing Date of Service on Orders

You can now set a specific billing Date of Service (DOS) directly within an order located within the cost sharing tab, providing greater flexibility for invoicing workflows.

What’s Changed:

• By default, the system will continue to use the fulfilment date (e.g. shipment date or delivery date) as the Date of Service when fulfilling an order.
• If needed, users can now manually specify an alternate Date of Service:
  • For the entire order, or
  • For individual line items
• When the invoice is created, the system will use the specified Date of Service in place of the default behavior.

Why This Matters:
This is especially useful in scenarios where items are supplied ahead of the desired billing date, and you want to ensure the correct Date of Service appears on the claim. This helps automate downstream billing and reduces manual edits.

New Feature: Modifier Override on Order Items

We’ve introduced a new Modifier feature that gives you enhanced control over how modifiers are applied to order line items for claim submissions. With this update, you can:

• Append or replace modifiers directly on individual line items within the order
• Ensure accurate billing in alignment with payer-specific requirements

These improvements streamline the modifier management process at the order level, helping you submit cleaner claims with confidence.

New Feature : HCPCS Substitution Rule

We’re excited to announce an enhancement to our Payer Rules functionality with the HCPCS Substitution Rule. This powerful new feature gives you greater flexibility and control over how HCPCS codes are applied throughout your billing workflow.

With the HCPCS Substitution Rule, you can now configure payer-specific rules that automatically substitute the HCPCS code associated with a product on an order for downstream billing. This substituted HCPCS code will:

• Replace the original HCPCS code assigned for billing with the new code on the order line item.
• Be used downstream for billing and claim generation.
• Apply selectively to invoices only, when desired.

 Key Capabilities

• Automatic HCPCS Substitution: Define an alternate HCPCS code for a specific payer that will replace the default billing code on the order.
• Invoice-Level Control: Choose to apply the substitution rule only at the invoice level—ideal for billing scenarios where the HCPCS code needs to be altered only during claim submission enabling you to seamlessly manage cases where a secondary payer requires a different HCPCS code than the primary payer, reducing the risk of claim denials or rejections.

New Feature: Edit HCPCS  on Order Line Items

We’re pleased to introduce a new feature that enhances flexibility in managing HCPCS codes at the item level within an order.

Editable HCPCS on Order Line Items

You can now edit the HCPCS code directly within the Cost Sharing tab of an order. This new capability gives you the ability to adjust the billable HCPCS code on a line item as needed—without having to update the underlying product setup.

Key Benefits

• Line-Level Flexibility: Modify the HCPCS code for individual items on the order to better reflect payer-specific or situational billing needs.
• Improved Billing Accuracy: Ensure claims are submitted with the correct HCPCS code for each payer scenario, reducing the risk of denials or rework.

Enhanced Authorization Handling: Matching Insurance Authorizations Without a Payer Rule 

When adding an insurance authorization to a patient record, the system will automatically apply the appropriate authorization number whenever a new invoice is created and meets the defined authorization criteria (such as HCPCS codes, Payer), even if the payer rule doesn’t explicitly require it. This helps streamline your billing workflow and reduce manual effort.

Automated Authorization for Recurring Rentals

For recurring rentals, the system now automatically updates the rental with the correct authorization number if it changes between billing intervals. This ensures that the most current authorization is always applied without manual intervention, such as when an authorization expires and a new one becomes available.

New Feature: Redesigned Rental Page on Patient Record

We’re excited to introduce a redesigned Rental page within the patient record bringing improved functionality, a cleaner layout, and enhanced control over rental management.

Centralized Rental Management

You can now manage all patient rentals directly from the patient record in one convenient location. The updated design provides better visibility into rental details and streamlines navigation.

Enhanced Editing Capabilities

The new interface allows you to edit key rental parameters, including:

• Date of Service
• Billing cycles
• Price Option
• Billing Details
• Modifier Overrides
• And more

This makes adjustments to rentals faster and more intuitive.

Feature Update: Redesigned EOB/ERA Page & New Deletion Permission

We’ve refreshed the EOB/ERA page with a clean, modern design to improve usability and navigation. In addition to the new look, users with the appropriate permission can now delete ERA (Electronic Remittance Advice) files directly from the page.

To support this functionality, we’ve introduced a new permission:
Billing: Delete Electronic Remittance Advice Files
Administrators can assign this permission to control which users have the ability to delete ERA files.

Enhanced Payment Posting Experience: Updated Design & Invoice Selection

We’ve improved the design and functionality of the payment posting workflow, making it easier and more efficient to apply payments to invoices.

What’s New:

• A refreshed, user-friendly interface for selecting invoices during payment posting
• Improved layout for faster identification and selection of applicable invoices
• Smoother, more intuitive experience when applying full or partial payments

New Feature: Redesigned Document Management Within Patient Records

We’re excited to introduce a completely redesigned document management experience inside the patient record, enhancing both usability and functionality.

Key Improvements:

• Redesigned Layout:
  A modern, intuitive layout that makes it easier to browse and manage patient documents.
• Advanced Filtering:
  Filter documents by:
  • Document Type
  • Document Name
  • Upload or Modification Date
• Multi-Select Capability:
  Select multiple documents simultaneously to perform batch actions, such as sharing or downloading multiple documents at once.

New Feature: Redesigned Share Functionality with Multi-Document Support

We’ve revamped the document sharing experience with a fresh design and enhanced capabilities.

Key Highlights:

• Updated Interface:
  A cleaner, more intuitive design for sharing documents.
• Multi-Document Sharing:
  Share multiple documents simultaneously via fax or email, streamlining communication and reducing effort.

Benefits:

• Simplifies sharing workflows.
• Saves time by sending multiple documents in one action.
• Improves user experience with a modernized interface.

Enhanced Rental Report: New Fields Added

The Rental Report now includes additional details to provide better insights into each invoice rental.

New Fields Added:

• Item — Displays the item associated with the rental invoice.
• Sales Rep — Shows the sales representative associated with the order.

Enhanced Provider Adjustment Report: New Order ID Field and Filter

The Provider Adjustment Report has been enhanced to include additional order-related information and filtering capabilities for improved usability.

New Fields Added:

• Order ID – Added as a new field showing the full (long) order identifier alongside the existing Order display ID.
• Order – Added as a clickable hyperlink, linking directly to the corresponding order details.
• New Filter – You can now filter the report results by Order and Order ID, allowing more precise data retrieval.

Order Custom Fields Now Available in Order-Related Reports

We’ve enhanced reporting by extending visibility into order related custom fields. These custom fields are now available for use in the following reports:

• Order History Report

• Order Fulfillment Report

• Order Financials Report

This update allows for more granular insights into your orders, making it easier to track and analyze custom field data across your reporting workflows.

Ongoing System Performance Improvements and Fixes. We’re always working behind the scenes to make things run better—fixing bugs, improving performance, and optimizing the system so your experience keeps getting smoother.

We’re excited to share the latest updates in this release! This round includes new features and key improvements to enhance your experience and boost performance.

What’s New

Shipping Label Creation Update: See Carrier Rates at a Glance

We’ve enhanced our shipping label creation process to help you make more informed decisions, faster. Now, when creating a shipping label, you’ll see real-time carrier rates with a user-friendly comparison that highlights:

• Best Value – Recommended option based on speed and cost
• Cheapest – The lowest-cost shipping option available
• Fastest – The quickest delivery method

New Field Added to Payer / Payer Plan Detail Report: Unique Payer ID

We’ve added a new field to the Payer / Payer Plan Detail Report: Unique Payer ID.

This reference identifier allows you to:

• Easily map payers across external systems
• Better manage and track payer data
• Improve integration workflows with third-party applications

The Unique Payer ID provides a reliable, consistent way to reference payers programmatically or within data exports.

New Field Added: Facility Name in Order Reports

We’ve added the Facility Name field to both the Order History and Order Fulfillment reports.

This enhancement allows you to:

• Easily identify where each order was fulfilled
• Gain better insight into multi-facility operations
• Improve tracking, reporting, and operational analysis

New Field Added to Invoice Detail Report: Hold Reason

We’ve added a new field to the Invoice Detail Report: Hold Reason.

This update provides greater visibility into why an invoice may be on hold, helping you:

• Identify and resolve invoice issues more efficiently
• Improve workflow transparency
• Enhance reporting and audit capabilities

API Update: Enhanced /v1/products/{id} Response for Components

We’ve updated the /v1/products/{id} endpoint to improve data consistency.

Now, for each element in the “components” array, the response will include the same detailed information as provided for the root product. This enhancement allows for:

• More consistent and complete product data structures
• Easier handling of bundled products
• Simplified integration and data parsing in external systems

API Update: IsAttached Field Added to Document Management Endpoints

We’ve introduced a new field, IsAttached, to the following Document Management API endpoints:

• GET /v1/document-management/{id}
  • Now includes the IsAttached field in the response.
• GET /v1/document-management
  • Now supports filtering by the IsAttached field to help you query documents based on attachment status.
• PUT /v1/document-management/{id}
  • Now allows updating the IsAttached status

Key Benefits:

• Determine whether a document has been attached to a patient record
• Query and filter documents more efficiently

Ongoing System Performance Improvements and Fixes. We’re always working behind the scenes to make things run better—fixing bugs, improving performance, and optimizing the system so your experience keeps getting smoother.