Use this table to link the key terms you used in Brightree to NikoHealth terminology.
Brightree | NikoHealth |
Allow | Expected |
Appointment Scheduler | Calendar |
Branch Group | Organization |
Branch Office | Service Location with corresponding Billing Provider |
Cash Activity report | Payment Remittance or Payment Detail report |
Claim Form | Forms |
CMN | Prescription |
Confirm sales order | Submit invoice |
Connect | Outreach Campaign |
Correction Types (Correction/Void) | Invoice > Resubmission Code (Original Invoice, Replacement of Prior Invoice, Cancel Prior Invoice) |
Delivery Technician | Team Member with “Available for Scheduling” |
Deposit Amount | Amount (Payment Amount) |
Deposit Date + Funds Confirmed | Deposit + Mark Completed (optional) |
Document Date | Modified Date |
Each payer assigned an invoice for the same DOS | One invoice assigned for all payers with one DOS |
eClaims | Invoice status = Rejected |
Electronic Fax Inbound Work List | Inbox – Incoming |
Electronic Fax Outbound | Inbox – Outgoing |
ERL | Invoice status = Rejected |
ERN Date | Remittance Date |
ERNs | EOB/ERA |
Financial Note Reason | Note Subjects |
Invoice statuses: Closed, On-Hold, Open, Pending | Invoice statuses: Closed, Denied, Hold, New, Open, Rejected, Submitted, Void |
Item ID | Part # |
Location | Inventory Location |
Mark order as delivered (change delivery status manually or complete POD) | Complete order using Quick ship or Complete flow |
Marketing Referral | Referring Provider/Referral in order |
Marketing Rep | Sales Rep |
Note/Task Templates | Note Templates |
Ordering Doctor | Ordering Provider/Treating Physician in patient account and prescription. Referring Provider in invoice. |
Outstanding Sales Orders report | Order History report (all statuses except cancelled and completed) |
Patient Note Reasons | Note Subjects |
Pay Date | Remit Date |
Payment posting | Apply payments |
Payment Type = Adjust Allowable | Added during payment application as part of remit (CO-45) |
Payment Type = Balance Transfer | Not utilized in NH. Change “Bill to” to assign balance to next payer. |
Payment Type = Credit Adjustment | Add custom Adjustment Reason in Management |
Payment Type = Payment > Reason (customized by client) | Source = Payer/Patient > Payer/Patient name |
Payment Type = Write Off | Write Off / Write Off & Close |
Payment Type = Write-Off Allowable | Not utilized in NH. All adjustments are added after remit details are applied |
Practitioner | Team Member with “Available for Scheduling” enabled |
Practitioner Note Reasons | Note Subjects |
Price Option Letter Types | Forms |
Price Tables | Pricing Group |
Prior Authorization (PARs) | Authorizations |
Purchasing (Drop Ship PO) | Quick Ship (Delivery Method > Drop ship) |
Purchasing (Purchase Request) | Purchase Order in Inventory tab or Quick Ship (Delivery Method > Inventoried/Non-Inventoried) |
Receipt Additional Info | Payment Note |
Receipt Amount | Payment Amount |
Receipt Check/Reference | Payment Ref. Number |
Receipt Type | Payment Method |
Receipts | Payments |
Recoupment | Provider Level Adjustments (PLB) |
Related Invoices | Different meaning in NH. "Related Invoices" in BT refers to Invoices that correspond to a specific DOS (primary, secondary, tertiary, patient), but NH functions as 1 DOS = 1 Invoice. There is a "Related Invoices" tab in NH billing with a different purpose. This tab refers to rental items only, when a new Invoice is generated for each monthly rental. |
Rendering Provider | Assigned at invoice level |
Retail Sales Order | Point of Sale |
Room | Service Center |
Sales Order Hold/Stop report | Rentals report |
Sales Order Template Stops report | Resupply Programs report |
Sales Orders | Orders |
Send POD | Create appointment from patient account or order |
Submissions | Invoice audit tab > Operation = Submit/Resubmit |
Templates | Resupply tab in the patient’s account |
Trace Number | EFT/Check Number |
User Group | Teams |
Users | Teammates |
Work In Progress (WIP) | Utilize tags, tasks categories, or playbook |