New Release 💡 See What’s New

  • Post date April 27, 2026

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.