Note: PatientNow Desktop version 7.0.225 is only available for PatientNow clients using the cloud product and is available as of July 5, 2023. Your practice will receive a notification of the date in which you are scheduled to receive this update. It is important that you completely close and exit the PatientNow Desktop platform at the end of the day before your scheduled update.
- PatientNow Web App updates to version 1.8 are available automatically.
- For a list of what functionality exists in the Web App and what functionality is coming soon, jump to PatientNow Web App: New and Upcoming.
PatientNow Web App
Enroll Patients in Memberships
PatientNow lets you enroll patients into membership programs directly in Web App. You can sell a membership package which is viewable in the Patient’s record.
See How to Enroll a Patient in a Membership for details.
Team Member Roles
PatientNow now lets you manage team member’s access rights through Roles. Select specific roles to determine what access and what limitations are set for each individual user.
See Team: About and Team Management: Roles for details.
Manufacturer/Vendor Management
PatientNow gives you the ability to add and manage Manufacturers and Vendors to refer to and connect to Products. Note: Product configuration will be available in the Web App in version 1.8.1.
See Products: How to Configure Manufacturers and Products: How to Configure Vendors for details.
Financial Discounts
PatientNow lets you customize the discount reasons available within the Checkout and Cart.
See Financial: How to Configure Discount Reasons for details.
Payment Methods
PatientNow lets you customize the additional payment methods listed under the checkout process. Default payment methods will be included and you can choose whether your customized payment method options are eligible for refunds.
See Financial: How to Configure Payment Methods for details.
Locations Configuration
PatientNow lets you add and manage your practice’s locations in the Web App.
See How to Configure Locations for details.
Team Management
You may now add Team Members directly from the Team Management section of the Web App.
See Team Management: Add a Team Member for details.
Bug Fixes
Desktop
- Error accessing Invoice tab when Payment Requests is not and never was enabled
- Reconciliation Report email not including attachment when OAuth is set to MS/365
- Incorrect Gift Card Balance showing on Unearned Income Balance report when GC has two different “add funds” dates.
MyPatientNow
- Call Cell Phone value being reset after synching to MPN
- Secure Messages from MPN to PN do not correctly display the Recipient
- MPN email and cell phone preferences are not changing the Send Email and Send Text fields in PN
Other Enhancements
- Ability to send emojis in the Text Inbox
- Updated Commissions button
- Edit Transaction details modal re-opens if navigating backward
PatientNow Web App: New and Upcoming
| Section | Function | PatientNow Web App | Date Released | Coming Soon in Web App |
| Patients | Find a Patient | ✓ | 11/30/2022 | |
| Add a New Patient | ✓ | 11/30/2022 | ||
| Determine Duplicates while Creating a Patient | ✓ | 11/30/2022 | ||
| Archive Patients | ✓ | 12/21/2022 | ||
| Procedures of Interest | ✓ | 11/30/2022 | ||
| Invite to MyPatientNow | ✓ | 11/30/2022 | ||
| Sync Patients from MyPatientNow | ✓ | 03/30/2023 | ||
| Communicate with Patient by Text | ✓ | 04/05/2023 | ||
| Add a Referral Source | ✓ | 11/30/2022 | ||
| Reports | Payments Report | ✓ | 11/30/2022 | |
| Scheduler | Day View | ✓ | 11/30/2022 | |
| Week View | ✓ | 11/30/2022 | ||
| Create an Appointment | ✓ | 11/30/2022 | ||
| Create an Office Appointment | ✓ | 11/30/2022 | ||
| Recurring Office Appointments | ✓ | |||
| Schedule Configuration | ✓ | 11/30/2022 | ||
| Appointment Actions | ✓ | 11/30/2022 | ||
| Recent Appointments | ✓ | 11/30/2022 | ||
| Prepaid Items | ✓ | 05/11/2023 | ||
| Real Time Collision Detection | ✓ | 11/30/2022 | ||
| Read Schedule Blocks | ✓ | |||
| Financial | Quotes | ✓ | 11/30/2022 | |
| Invoices | ✓ | 11/30/2022 | ||
| RxPayments | ✓ | 11/30/2022 | ||
| Discounts | ✓ | 11/30/2022 | ||
| Print Receipts | ✓ | 11/30/2022 | ||
| Email Receipts | ✓ | 11/30/2022 | ||
| Text Receipts | ✓ | 11/30/2022 | ||
| Single Payment Checkout | ✓ | 11/30/2022 | ||
| Refunds | ✓ | 12/21/2022 | ||
| Sales Packages | ✓ | 05/11/2023 | ||
| Memberships | ✓ | 7/5/2023 | ||
| Card on File | ✓ | 12/21/2022 | ||
| Configuration | Add / Manage a User | ✓ | 05/11/2023 | |
| Commission Management | ✓ | 05/11/2023 | ||
| Role Management | ✓ | 7/5/2023 | ||
| Add a Provider | ✓ | 7/5/2023 | ||
| Add Locations | ✓ | 7/5/2023 | ||
| Appointment Types | ✓ | |||
| Appointment Reminders | ✓ | |||
| Appointment Resources | ✓ | |||
| Payment Requests | ✓ | |||
| Social History | ✓ | |||
| Family History | ✓ | |||
| Medical History | ✓ | |||
| Referral Sources | ✓ | |||
| Discount Reasons | ✓ | 7/5/2023 | ||
| Membership Plans | ✓ | |||
| Payment Methods | ✓ | 7/5/2023 | ||
| Promotional Discounts | ✓ | |||
| Sales Packages | ✓ | |||
| Refund Reasons | ✓ | |||
| Procedures / Services | ✓ | |||
| Procedure Categories | ✓ | |||
| Product Reorder | ✓ | |||
| Products | ✓ | |||
| Product Category | ✓ | |||
| Product Vendor | ✓ | 7/5/2023 | ||
| Manufacturers | ✓ | 7/5/2023 | ||
| On Hand | ✓ | |||
| Integrations | RxPayments | ✓ | ||
| AestheticNow | ✓ |