Author: kutsakm

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 

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.

Updates That Matter
Another release, another round of improvements based on your feedback. We’ve tightened the screws, added some polish, and rolled out features designed to make your workflow even better.

What’s New?

New Integration: Parachute Health Now Available 
We’re excited to announce that our platform now supports integration with Parachute Health! This new integration streamlines your workflow and enhances efficiency by automating the patient and order creation through Parachute’s digital ordering platform. To get started, please reach out to your Parachute Health account representative.

Provider PECOS Enrollment: On-Demand Verification Now Available
We’ve enhanced our PECOS functionality to give you more flexibility and control when managing referring providers.

What’s New:

• On-Demand PECOS Verification: Manually verify a provider’s PECOS enrollment status anytime.

• How to Access:
  Navigate to Management > Referral Hub > Referring Providers, select a provider, and click “Verify Now”.

Ongoing Automation:

• Monthly automatic PECOS verification will continue, keeping your records accurate and up to date.

New Permissions for Outbound Campaign Reporting
We’ve introduced new permission settings to give you greater control over access to outbound campaign reports.

What’s New:

• Granular access controls are now available for the following reports:

  • Outbound Campaign Audience Overview

  • Outbound Campaign Performance

Admins can update user roles to manage visibility and ensure the right people have access to the right data.

Auto Crossover Claims: Payer Information Now Displayed
We’ve improved transparency in billing workflows by adding visibility into payer activity for Auto Crossover claims.

What’s New:

• When a remit (835) shows that a claim was forwarded to another payer, that payer information is now visible:

  • In the invoice sidebar

  • On the EOB PDF

• This update makes it easier to track claim routing and understand payer activity at a glance.

Scheduling Enhancement: Copy Team Member Schedules
We’ve improved schedule copying to make team calendar management more flexible and efficient.

What’s New:

• You can now copy a team member’s schedule even if the destination user already has existing appointments or time blocks.

• This enhancement streamlines schedule updates without requiring a blank calendar.

New Unit of Measure: “Foot (FT)” Added as Purchase Unit
To support more flexible purchasing workflows, we’ve introduced a new unit option.

What’s New:

• “Foot (FT)” is now available as a Purchase Unit when defining Units of Measure.

Order ID Now Available as an Autofill Field for Forms
We’ve enhanced form customization to help improve data accuracy and reduce manual entry.

What’s New:

• Order ID can now be selected as an autofill field in custom forms.

Redesigned Patient Statements: Enhanced Clarity and Detail
We’ve refreshed the layout and content of patient statements to make them easier to read and more transparent.

What’s New:

• Cleaner, more organized format for improved readability

• Added details to help patients better understand charges, payments, and balances

Invoice Printing Enhancements: More Billing Details Included
We’ve improved the invoice print feature to provide more detailed billing information for better clarity.

What’s New:

• Billing Provider Tax ID is now displayed on printed invoices

• Agency Claim Number included when required by the Bill To Payer

• HCPCS Modifiers shown alongside procedure codes on the invoice

Order Custom Fields Now Available in Payment Reports
We’ve expanded our reporting capabilities to include Order Custom Fields in key financial reports for more detailed insights.

What’s New:
• Order Custom Fields are now visible in:
 o Payment Remittance Report
 o Payments by Channel Report

Inventory Adjustment: Auto-Use of Last Recorded Purchase Price
We’ve enhanced inventory adjustments to improve cost accuracy.

What’s New:

• When adding stock via Inventory Adjustment, the system now automatically applies the last recorded purchase price for the added items.

Discontinued Items Excluded from Purchase Orders
We’ve improved purchase order creation by ensuring discontinued items are no longer included—whether orders are created manually or automatically.

New APIs for Insurance Payments and Invoice Management

We’re excited to introduce new API endpoints that enable creating insurance payments and applying both insurance and patient payments directly to invoices, streamlining your billing and payment workflows.

Billing / Payment Invoices API:

• POST /v2/payments/{paymentId}/invoices — Create payment invoice(s)

• GET /v2/payments/{paymentId}/invoices — List payment invoices

• PUT /v2/payments/{paymentId}/invoices/{paymentInvoiceId} — Update payment invoice by ID

• DELETE /v2/payments/{paymentId}/invoices/{paymentInvoiceId} — Delete payment invoice by ID

Billing / Payments API:

• POST /v2/payments — Create a new payment

• GET /v2/payments — List payments

• GET /v2/payments/{id} — Get payment by ID

• PUT /v2/payments/{id} — Update payment by ID

• DELETE /v2/payments/{id} — Delete payment by ID

These APIs provide greater control and automation in managing payments and applying them accurately to invoices.

Ongoing System Performance Improvements, Bug Fixes, and Optimizations
We continue to enhance system stability and efficiency through ongoing performance improvements, bug fixes, and optimizations to deliver a smoother user experience.

We’ve made exciting updates to enhance your NikoHealth experience! This release introduces custom saved filters to help you create personalized views for faster access to what matters most, along with packing slip customization for more control over your documentation. And that’s not all—there’s more under the hood to improve your workflow. Read on to discover all the new features and how they can benefit you!

What’s New?

Saved Filters for Patient, Orders and Invoices Page

We are excited to introduce a highly requested feature – Saved Filters for the Patient Orders and Invoices page. This feature allows users to create custom views and work queues by saving their preferred filter settings. With this update, users can streamline their workflow and quickly access relevant information without repeatedly setting up filters.

• Save Filters: Users can now save any custom filter configuration on the Patient Orders and Invoices page. Once saved, these filters can be applied with a single click.
• Create Custom Views: Design custom views that fit your workflow by selecting specific filter criteria with no need to repeatedly apply the same filters.
• Enhanced Work queue Management: Save your preferred filters as work queues, so you can efficiently manage and prioritize your tasks without having to manually filter data each time.
• Easy Access: Quickly access saved filters from the filter menu and apply them with ease across sessions.
• Flexible and User-friendly: The interface has been designed to be intuitive, making it easy for users to save, view, and apply their custom filters.

Learn More

Phone # Filter to Patient Endpoint (Get/v1/patients)

We are excited to announce an enhancement to the Patient API. You can now filter patient records by phone number when querying the Get/v1/patients endpoint. This new filter allows to locate patient records based on their contact information.

• Key Features:
  Phone # Filter: You can now pass a phone number as a query parameter to search for patients with matching contact details.

Packing Slip Enhancements – Customizable Fields for Printed Packing Slips

We are pleased to introduce an exciting new enhancement to our Packing Slip functionality. You now have the ability to customize custom fields that can be displayed on the printed packing slip for an order. This new feature allows you to pull in specific data from the patient or order records, ensuring that the packing slip contains the most relevant and personalized information for each order.

Key Features:

• Custom Field Display: You can now specify which custom fields should appear on the printed packing slip for any given order.
• Dynamic Data Population: The selected custom fields will automatically populate with data values from the respective patient or order records.
• Enhanced Flexibility: Customize packing slips to suit different business needs, such as adding special instructions, patient details, or specific order attributes.

How It Works:

1. Navigate to Management > Application Settings > Shipment Documents.
2. In the settings menu, select which custom fields from the patient or order records you would like to pull into the packing slip.
3. Save your preferences.
4. When generating a packing slip, the selected custom fields will automatically populate on the packing slip along with the appropriate data values.

Enhanced Delivery Ticket – Delivery Type and Related Information

We are excited to announce an update to the Delivery Ticket that improves how delivery details are displayed. With this enhancement, the delivery ticket now includes the delivery type and relevant information such as address or store location details based on the selected delivery option.

Key Features:

• Delivery Type Display: The updated delivery ticket now shows the delivery type (e.g., In-store Pickup, Facility, Hospital Discharge, Home Delivery) clearly on the ticket.
• Location Information: When selecting a specific delivery type, the ticket will automatically populate with the associated address or store location details, depending on the chosen option.

Tweaks

Invoice Submission Behavior Update

We’ve made a small but important tweak to the invoice submission process. Now, when you submit an invoice for processing, the system will keep you on the current invoice rather than returning you to the invoice queue. This change is designed to streamline your workflow, allowing you to stay on the same page and quickly proceed with any necessary follow-up actions.

Notification of Payer Electronic Claim Submission

We’ve added a new indicator on invoices to indicate when the payer is configured for electronic claims. A small icon will now appear next to the Bill To Payer name, clearly showing whether the payer accepts electronic claims delivery.

Ongoing System Performance Improvements, Bug Fixes, and Optimizations.

Welcome to this week’s update from NikoHealth! We’re excited to bring you the latest features, enhancements, and improvements designed to make your experience even better. Whether it’s a new tool, an upgrade to an existing feature, or a behind-the-scenes tweak, we’ve got you covered. Read on to find out what’s new and how it can benefit you!

Whats New?

HCPCS Automated Replacement Rule

We are excited to introduce the HCPCS Automated Replacement Rule, which enables you to create payer- and plan-specific rules to automatically replace the HCPCS code on claims when the payer requires a different HCPCS than what is associated with the product.

Key Features:

• Automated HCPCS Replacement: You can now define HCPCS substitution rules for specific payers and plans, ensuring that the required HCPCS code is automatically applied when a claim is generated for that payer.
• CMS 1500 and Electronic Claims: Whether submitting paper claims or submitting electronically, the HCPCS reflected on the claim will be the replacement code as per the substitution rule. The invoice will still display the original HCPCS, while the generated claim will reflect the replacement HCPCS code.
• Situational Use Case: This functionality is especially useful for payers such as Medicaid, which may require a different HCPCS than what is billed to commercial payers. You can now easily configure the appropriate replacement rule to meet these requirements.

Vendor Status Enhancement

We’ve enhanced the Vendor Management feature by introducing a new Vendor Status option, allowing you to easily set a vendor to Inactive.

Key Features:

• Vendor Inactivation: You can now mark a vendor as Inactive, helping you better manage and track vendors who are no longer active or relevant to your business.
• Improved Vendor Management: The ability to set a vendor’s status to Inactive streamlines vendor tracking and helps prevent the use of outdated or unavailable vendors in your purchase order processes.
• Flexibility: This enhancement provides flexibility in managing your vendor base, allowing you to keep records for future reference while preventing inactive vendors from being used in purchase order transactions.

Provider Adjustment Permission

We’ve introduced a new permission, Billing Invoice Provider Adjustment Edit, to provide greater control over who can perform write-off and adjustment transactions on invoices.

Key Features:

• New Permission – Billing Invoice Provider Adjustment Edit: This permission allows you to control which users have the ability to conduct write-offs and adjustments on provider invoices.
• Granular User Access Control: You can now control user access to invoice adjustments and write-offs, ensuring that only authorized personnel are able to make changes to invoice records.
• Improved Financial Oversight: This feature enhances your ability to manage financial transactions by ensuring adjustments are made only by users with the appropriate permissions, improving accuracy and accountability.

Inventory Stock Adjustments

We’re excited to introduce the Inventory Stock Adjustments feature, which makes it easier than ever to view, reconcile, and adjust your inventory levels.

Key Features:

• Customizable Adjustment Reasons: You can now define and customize inventory adjustment reasons to better track and categorize inventory changes. This ensures clear documentation of the reasons behind any stock adjustments.
• Easily Adjust Stock Levels: With this new functionality, you can easily increase or decrease stock levels as needed, providing a straightforward process for conducting stock counts and making adjustments.
• Improved Inventory Reconciliation: This feature streamlines the inventory reconciliation process, helping you maintain accurate stock records and perform adjustments efficiently.

Electronic Medical Attachments

We’re excited to expand our Electronic Medical Attachments functionality to now include support for a growing list of commercial payers. This enhancement builds on our existing capabilities for electronic submission of medical attachments for Workers’ Compensation claims.

Key Features:

• Expanded Support for Commercial Payers: In addition to Workers’ Compensation, you can now electronically submit medical attachments for a ange of commercial payers, streamlining your claims process and reducing manual work.
• Enrollment Required: While the process for submitting electronic medical attachments remains unchanged, enrollment is required before you can access this functionality. To find out if electronic commercial attachments are beneficial for your organization or to get an updated list of supported payers, please contact your account manager.

Scheduling Enhancements

We’ve made several scheduling improvements to streamline the management of user and service location schedules. These enhancements are designed to provide greater flexibility and control over scheduling, making it easier to manage appointments and avoid conflicts.

Key Features:

• Copy Team Member Schedules for Future Dates: You can now copy a team member’s schedule to future dates, regardless of time blocks. This saves time and makes managing the scheduling availability easier.
• Create Appointments for Patient Home Delivery: You can now create an appointment for a “patient home” delivery and assign it to a team member, even if they are assigned to a service location at the same time. The system will automatically flag any scheduling conflicts related to existing appointments, ensuring you are aware of potential issues before finalizing the schedule.

Shipment Label Creation Enhancement

We’ve enhanced the Shipment Label Creation process by adding the ability to mark an address as “residential”, which may be required by certain carrier service levels when creating shipping labels.

Key Feature:

• Mark Address as Residential: You can now easily designate a shipment address as residential. This is important for carriers that have specific requirements for residential deliveries, ensuring the shipping label is accurately created according to carrier guidelines.

Hospital Discharge on Orders

We’ve introduced the ability to manually enter the hospital name and address directly on orders, even if the hospital is not listed in the available directory.

Key Features:

• Flexible Hospital Entry: You can now manually enter the hospital name and address in the order delivery information, even if the hospital is not available in the predefined directory.
• Improved Order Flexibility: This enhancement ensures that orders can be processed smoothly without needing to rely on a hospital being listed in the directory, making it easier to handle hospital discharge orders.

Customizable Footer Text for Shared Documents

We’ve added a new feature to enhance document sharing via fax or email: Footer Text on the Cover Page.

• Customizable Footer: When sharing documents, you can now add custom footer text to the cover page.
• Default Disclaimer: A default disclaimer will appear in the footer, but you have the option to modify it during the document sharing process.

Mobile App Update – New Features & Enhancements

We’re excited to announce a new update for both iOS and Android devices! This release introduces several new features and improvements aimed at enhancing your experience with the mobile app:

What’s New:

• Appointment Scheduling: You can now schedule appointments directly from the app for added convenience.
• Patient Record Details: View detailed patient records and documents, making it easier to access essential information on the go.
• Updated Order Design: A redesigned order layout that improves functionality and user experience.
• Order-Related Information: Easily access order details associated with appointments, including prescription information and documents attached to an order.

We’re committed to making your app experience even better with these new updates. Make sure to download the latest version and enjoy these new features!

Ongoing System Performance Improvements, Bug Fixes, and Optimizations

We’ve made continuous improvements to the system’s performance, including bug fixes and optimizations to enhance the overall user experience.

Welcome to this week’s update from NikoHealth! We’re excited to bring you the latest features, enhancements, and improvements designed to make your experience even better. Whether it’s a new tool, an upgrade to an existing feature, or a behind-the-scenes tweak, we’ve got you covered. Read on to find out what’s new and how it can benefit you!

What’s New? 

Batch EDI 837 Download
This new feature enables you to batch download 837 EDI claim files for claims that aren’t electronically submitted via NikoHealth.

Key Features:

• Claim Submission Options: When submitting claims that are not configured for electronic transmission in batch, you will be prompted to select either a CMS1500 or an EDI file for generation.
• External Systems: This functionality is particularly useful for users working with 837 claim submission files in external systems outside of NikoHealth.

Tasking Visibility on Patient and Invoice Queue
We’ve enhanced tasking functionality by expanding it from the Orders Queue to the Patient and Invoice Queues.

Key Features:

• Task Visibility: You can now view any open tasks directly within the Patient and Invoice Queues.
• Quick Task Creation: Easily create new tasks without navigating away from the queues, streamlining workflow and improving task management.

Multi-Piece Shipment Label
We’ve introduced the ability to create multi-piece shipment labels, making it easier to manage orders with multiple packages.

Key Features:

• Multiple Labels from One Order: If your order contains more than one package, you can now generate separate shipping labels for each package directly from the same order.
• Cost Savings: Shipments with multiple parcels sent to the same destination can be grouped together into a single multi-piece shipment, helping you save on shipping costs.

This feature simplifies the shipping process, improves efficiency, and offers potential cost savings when handling multi-package orders.

New Order Status: “Ready to Fulfil”
We’ve introduced a new order status, “Ready to Fulfil”, to help streamline order processing.

Key Features:

• New Status for Enhanced Workflow: The “Ready to Fulfil” status can be used to indicate when an order is prepared for the next step, such as shipping, delivery, or dispensing.
• Flexible Use Cases: This status can be customized for a variety of business needs, providing greater clarity in managing orders at different stages of fulfillment.

This update helps you better track and manage orders as they progress through the fulfillment process.

Discontinue Products
We’ve updated the functionality for managing discontinued products in your catalog. Discontinued items can no longer be added to orders. Once an item is marked as discontinued, it will no longer appear as an option when creating either sales or purchase orders.

Key Features:

• Physical Inventory Display: Discontinued items will only appear during the order process if they are still in stock and available in an inventory location.
• This update ensures that discontinued products are no longer inadvertently selected during order creation, improving accuracy and efficiency in the ordering process.

Ongoing System Performance Improvements, Bug Fixes, and Optimizations

We’ve made continuous improvements to the system’s performance, including bug fixes and optimizations. These updates enhance the overall user experience by ensuring smoother functionality, faster processing, and greater reliability across the platform.

We’re excited to share the latest updates with you! In this release, we’ve introduced new features and made several improvements to enhance your experience. Check out the highlights below to learn about the latest enhancements designed to improve functionality, efficiency, and ease of use.

What’s New?

Transmission of Universal Product Number (UPN) on Claims

We have introduced functionality to transmit the Universal Product Number (UPN) on claims, providing enhanced support for identifying specific products when required by the payer. The UPN is a unique identifier that specifies the exact item on the claim.

Key Features:

• Service Line Support: The UPN can now be added to the service line of an invoice in the DRUG/MEDICAL Supplies Information Field.
• Situational: To ensure compatibility with payer requirements, you can select the appropriate qualifier and enter the UPN identifier as needed.
• Payer Compliance: This update ensures you can meet payer-specific requirements when submitting claims that involve products requiring a UPN.

This enhancement helps streamline claim submissions and ensures that claims are accurately processed.

Enhanced Custom Field Import

We’ve enhanced the custom field import functionality to provide more control over the data in your records. When importing custom field values, if a custom field value in the import file is empty, the corresponding data in the record will be deleted within the application—if data for that custom field was previously available.

Key Enhancements:

• Data Deletion for Empty Custom Fields: If a custom field value in the import file is empty, the system will remove the existing value for that field in the record.
• Improved Data Management: This update ensures that custom field values are accurately maintained and cleared when necessary, improving data consistency.

Redesigned Management Navigation

We are excited to announce a complete redesign of the management navigation section within the application. The updated design aims to improve user experience, streamline navigation, and make it easier to access key features.

Key Updates:

• Improved Layout: A more intuitive and organized layout to help you find and access tools quickly.
• Enhanced Usability: Simplified menu structure with search functionality for smoother navigation and faster workflows.

Improved Inventory Transfer Functionality

We are pleased to introduce enhanced functionality for inventory transfers. The updated feature now provides visibility into Quantity on Hand during the inventory transfer process. This improvement ensures that users can view the available stock levels of inventory when performing transfers, reducing errors and improving inventory management.

Key Enhancements:

• Visibility of Available Stock: Users can now see the Quantity on Hand while transferring inventory, allowing them to make informed decisions based on current stock levels.
• Improved Accuracy: This enhancement helps ensure accurate inventory transfers by providing real-time visibility into available quantities.
• Enhanced User Experience: The updated functionality streamlines the transfer process and makes it easier for users to track and manage inventory levels.

Service Span Date for Prior Eligibility Verification 

We’ve enhanced the process for verifying prior insurance eligibility on patient records. You can now specify a service date range in the eligibility request (270). This enhancement allows you to request coverage details and additional information specific to the service dates provided.

Key Benefits:

• Service Date Span: You can now include a range of service dates when submitting the eligibility request.
• Enhanced Payer Response: The payer’s response will include coverage information and relevant details specific to the indicated service dates.

This improvement streamlines the eligibility verification process and ensures more accurate and date-specific coverage information.

ERA Transaction Report

We are excited to introduce the Electronic Remittance Advice (ERA) Transaction Report, which provides detailed information on ERAs processed and received within the system. This report helps you track remittance transactions efficiently, ensuring better visibility into transaction details.

Key Features:

• Enhanced Reporting: Easily access data on ERAs that have been processed and received.
• Streamlined Tracking: Quickly identify and resolve discrepancies by reviewing ERA transaction history in one place.

API Endpoint for Task Document Downloads

We’ve introduced a new API endpoint that allows you to download documents attached to a task. You can now retrieve these documents using the following endpoint:

GET /v1/tasks/{id}/documents/{documentId}/download

This provides a convenient way to access and download task-related documents programmatically

Document Management APIs

We are excited to introduce a new set of APIs designed to streamline document management and offer greater control over document-related actions. These APIs are intended solely for the document management functionality and should not be used for interacting with documents stored in patient records.

Below is an overview of the newly available endpoints:

1. DELETE /v1/document-management/{id}

• Description: Delete a document by its ID.
• Use case: Delete documents from the system using the document’s unique identifier.

2. GET /v1/document-management/{id}

• Description: Retrieve detailed information about a document by its ID, including file name, notes, and tags.
• Use case: Return information associated with a specific document.

3. PUT /v1/document-management/{id}

• Description: Update the document’s note, tags, and file name by document ID.
• Use case: Modify an existing document including adding a tag, note or file name.

4. GET /v1/document-management

• Description: Retrieve a paginated list of all documents.
• Use case: List documents with pagination support for easier browsing and filtering of documents.

5. GET /v1/document-management/{id}/download

• Description: Download a single document file by its ID.
• Use case: Directly download a specific document file programmatically.

6. POST /v1/document-management/upload

• Description: Upload a file to the system and receive a document ID in return.
• Use case: Facilitate the uploading of new documents and obtain a reference ID for future interactions.

Webhook Event Notification for Patient Document Changes

We are excited to introduce a new webhook event notification feature that allows you to receive real-time updates when patient documents are created, updated, or deleted. This feature enables seamless integration and ensures that your system stays synchronized with changes to patient documents.

Key Features:

• Event Notifications: Receive notifications for the following document events:
  • Create: A new patient document is added.
  • Update: An existing patient document properties is modified.
  • Delete: A patient document is deleted.
• Real-Time Updates: Stay informed about changes as they happen, with immediate webhook notifications sent to your system.
• Easy Integration: Easily integrate the webhook notifications into your existing systems to track and respond to changes in patient documents efficiently.

Webhook Event Notification for Task Changes

We are pleased to introduce a new webhook event notification feature that provides real-time updates when tasks are created, updated, or deleted. This feature enhances task management by keeping your system synchronized with changes to task data.

Key Features:

• Event Notifications: Receive notifications for the following task events:
  • Create: A new task is created.
  • Update: An existing task is updated.
  • Delete: A task is deleted.
• Real-Time Updates: Get immediate notifications as task changes occur, ensuring timely and accurate tracking of task status.
• Seamless Integration: Easily integrate the webhook notifications into your systems to automate task workflows and stay informed about task changes.

Extended GET /v1/products/{id} API Endpoint

We have extended the functionality of the existing API endpoint GET /v1/products/{id} to return additional product details. In addition to the product information specified by the id parameter, the endpoint now also returns:

• Product ID
• Category ID
• Manufacturer ID
• Group ID

Key Benefits:

• Enhanced Product Information: The updated endpoint provides more comprehensive details for each product.
• Streamlined Data Access: Access all relevant product attributes in a single API call.

This enhancement makes it easier to retrieve detailed product information, improving integration and data management.

Payer Pricing Group and Price Option Group Reporting

We have added new fields—Payer Pricing Group and Price Option Group—to the following reports, allowing for more detailed analysis and insights:

• Payment Remittance
• Payer Adjustments
• Denials Detail

Key Enhancements:

• Payer Pricing Group: This field now provides insights into the pricing group associated with the payer.
• Price Option Group: This field captures the price option group information tied to the price option.

Authorization Handling for Pending Invoices

We’ve enhanced the authorization process to allow users to specify whether to update invoices that are on hold pending authorization. When entering an authorization on a pending authorization, you can now choose to apply the authorization to invoices that are on hold for authorization required.

Key Updates:

• Update Pending Invoices: When entering an authorization on a pending authorization, you can select the option to update invoices that are on hold.
• Authorization Application: The selected authorization will be automatically populated on the applicable invoices.

Ability to Clear the Service Description Field on an Invoice

We’ve added a new feature that allows you to clear the Service Description field on an invoice. This functionality is particularly useful in situations where a payer requires the service description to be empty for claims processing.

Key Updates:

• Clear Service Description: You now have the ability to delete the service description information on an invoice when needed.
• Payer-Specific Requirement: This option addresses payer-specific requirements where leaving the service description field empty is necessary for successful claims processing.

Improved Scheduling Validations for Patient Address Appointments

We’ve enhanced our scheduling validations to provide greater flexibility when scheduling appointments. You can now schedule an appointment at a patient address even if the team member is assigned to a patient service location. This update allows team members to be assigned to a service location while also having appointments scheduled at patient addresses.

Key Updates:

• Flexible Scheduling: Team members assigned to a service location can now be scheduled for appointments at a patient address without conflicts.
• Improved Validations: Scheduling validations have been updated to allow for greater flexibility, ensuring appointments are correctly scheduled regardless of the team member’s assigned service location.

Enhanced Collect Plus Integration for Non-Customer and Advance Payments

We’ve improved the Collect Plus integration to automatically post non-customer and advance payments into NikoHealth when the NikoHealth Patient Account ID is included in the payment transaction sent by Collect Plus.

Key Updates:

• Automatic Posting: Non-customer and advance payments processed in Collect Plus will now be automatically posted as unapplied payments to NikoHealth, eliminating manual posting for payments that don’t directly correspond to an invoice in the Collect Plus system.

Explore key features and functionality to stay up to date

Claims containing Dates of Service on or after January 1, 2025 must begin to use the following Payer ID for claims submissions.

TRICARE East Region 

Payer ID: 99727

TRICARE West Region

Payer ID: 99726

In addition the following states are moving to the TRICARE West Region: Arkansas, Illinois, Louisiana, Oklahoma, Texas, and Wisconsin. 

Claims containing dates of service prior to December 31st, 2024 must continue to use the previously submitted Payer IDs.

Reenrollments are required for this Payer ID. Please contact payerenrollment@nikohealth.com to assist in this process.

We want to make you aware that this Sunday, November 3rd,  between the hours of 4:30-7:30 AM ET there will be scheduled down time for up to 3 hours.

We will be using this time to do system maintenance to our infrastructure in order to continuously improve system performance, ensure uptime and stability of the platform. During this maintenance window, NikoHealth will be inaccessible.