This update includes the ability to configure Product Categories, Services, Scheduler Resources, as well as a new Inventory module for Inventory On Hand, 4 new Reports, and an update to the Text Message Inbox notifications on Web App. Additionally, you can now trigger RxPhoto Form Groups directly from within the PatientNow Desktop platform.
- 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 1.8.1 are available automatically. For a list of what functionality exists in the Web App and what functionality is coming soon, scroll down to PatientNow Web App: New and Upcoming.
PatientNow Desktop
Trigger RxPhoto Forms from PatientNow (Available as of July 5, 2023)
Practices taking advantage of the RxPhoto integration may send RxPhoto Form Groups to patients using a clickable link in text messages or emails. Patients can fill out their forms on their mobile phone or browser, which are sent to the patient’s record in RxPhoto upon submission. Once they are marked as Complete they are also stored in the PatientNow patient record.
See Trigger RxPhoto Forms from PatientNow for details.
PatientNow Web App
Services: Service Categories and Services
PatientNow gives you the ability to add and manage Services within Service Categories. Link these Services to Procedures of Interest to trigger marketing campaigns.
See Services: Configure Service Categories and Services: Configure Services for details.
Scheduler: Resources
PatientNow gives you the ability to add and manage Scheduler Resources. Add People, Rooms, and Equipment, and assign Allowed Appointment Types to each Resource.
See Scheduler: How to Configure Appointment Resources for details.
Inventory On Hand
PatientNow lets you see a list of Inventory On Hand for each location, including the amount On Order, Total Amount, Low Stock Amount, Cost, and Sales Price per item. Adjust the amount On Hand directly from the Web App.
See Inventory: On Hand for details.
Basic Reports
This version offers four new Basic Reports in the Web App:
- Appointments: Appointment Totals
- Appointments: Printed Schedule – Detail View
- Patients: New Patient
- Patients: Patients by Appointment Type
Click the appropriate link above for details.
Text Message Inbox Top Navigation Notifications
The top navigation menu item, Inbox, now displays a red badge for each thread that has at least one new message.
See Text Inbox: Basic Layout for details.
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 | ✓ | 7/20/2023 | ||
Appointment Reminders | ✓ | |||
Appointment Resources | ✓ | 7/20/2023 | ||
Payment Requests | ✓ | |||
Social History | ✓ | 6/7/2023 | ||
Family History | ✓ | 6/7/2023 | ||
Medical History | ✓ | 6/7/2023 | ||
Referral Sources | ✓ | 6/7/2023 | ||
Discount Reasons | ✓ | 7/5/2023 | ||
Membership Plans | ✓ | |||
Payment Methods | ✓ | 7/5/2023 | ||
Promotional Discounts | ✓ | |||
Sales Packages | ✓ | |||
Refund Reasons | ✓ | |||
Procedures / Services | ✓ | 7/20/2023 | ||
Procedure Categories | ✓ | 7/20/2023 | ||
Product Reorder | ✓ | |||
Products | ✓ | |||
Product Category | ✓ | 7/20/2023 | ||
Product Vendor | ✓ | 7/5/2023 | ||
Manufacturers | ✓ | 7/5/2023 | ||
On Hand | ✓ | 7/20/2023 | ||
Integrations | RxPayments | ✓ | ||
AestheticNow | ✓ |