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 Â
- 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 ManagementÂ
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 FunctionalityÂ
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 ChangedÂ
- 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 FixesÂ
We’ve made additional performance optimizations and resolved various issues to ensure the system continues running smoothly and reliably.