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.