Skip to main content

A Guide to Moving from Brightree to NikoHealth

Updated over a week ago

This information is designed to make your transition from Brightree to NikoHealth as smooth and straightforward as possible. We’ll highlight important differences between the two systems and connect the core workflows that you already know in Brightree— like orders, inventory, and billing— to NikoHealth. And we'll call out the key differences that most often trip people up when they first switch.

We've also created a terminology cheat sheet to help you quickly associate words you're familiar with from Brightree to the terms used in NikoHealth.


Brightree to NikoHealth Content Catalog


Viewing and Managing Patients

Differences in viewing Patient information and managing Patients in your daily workflow.

Orders and Invoices as Separate Records

Orders in NikoHealth represent what happens operationally for the patient. Invoices represent what is billed.

One Invoice across Payer Sequence

Invoices in NikoHealth follow a single claim record as responsibility moves through payers and the patient.

Rental vs Purchase Behavior on Items

Treat products as stable items, and use pricing to control rental vs purchase behavior.

Other Key Points and Best Practices

A collection of additional differences in NikoHealth that we want to highlight. Topics are listed below.

  • System organization and complete lifecycle

  • One Payer with many Plans

  • Patient-level CMNs, PARs, and Clinical Info

  • Using system statuses for better data hygiene and reporting

  • The cost-sharing and patient responsibility feature in NikoHealth

Connecting Key Terms

Crosswalk common terms between Brightree and NikoHealth.

Additional Resources to help your Transition

A knowledge base of articles covering the entire system.

A comprehensive onboarding center that guides a new NikoHealth user through the entire system.

Did this answer your question?