PatientNow Update – July 20, 2023

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: 

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

SectionFunctionPatientNow Web AppDate ReleasedComing Soon in Web App
PatientsFind a Patient11/30/2022
Add a New Patient11/30/2022
Determine Duplicates while Creating a Patient11/30/2022
Archive Patients12/21/2022
Procedures of Interest11/30/2022
Invite to MyPatientNow11/30/2022
Sync Patients from MyPatientNow03/30/2023
Communicate with Patient by Text04/05/2023
Add a Referral Source11/30/2022
ReportsPayments Report11/30/2022
SchedulerDay View11/30/2022
Week View11/30/2022
Create an Appointment11/30/2022
Create an Office Appointment11/30/2022
Recurring Office Appointments
Schedule Configuration11/30/2022
Appointment Actions11/30/2022
Recent Appointments11/30/2022
Prepaid Items05/11/2023
Real Time Collision Detection11/30/2022
Read Schedule Blocks
FinancialQuotes11/30/2022
Invoices11/30/2022
RxPayments11/30/2022
Discounts11/30/2022
Print Receipts11/30/2022
Email Receipts11/30/2022
Text Receipts11/30/2022
Single Payment Checkout11/30/2022
Refunds12/21/2022
Sales Packages05/11/2023
Memberships7/5/2023
Card on File12/21/2022
ConfigurationAdd / Manage a User05/11/2023
Commission Management05/11/2023
Role Management7/5/2023
Add a Provider7/5/2023
Add Locations7/5/2023
Appointment Types7/20/2023
Appointment Reminders
Appointment Resources7/20/2023
Payment Requests
Social History6/7/2023
Family History6/7/2023
Medical History6/7/2023
Referral Sources6/7/2023
Discount Reasons7/5/2023
Membership Plans
Payment Methods7/5/2023
Promotional Discounts
Sales Packages
Refund Reasons
Procedures / Services7/20/2023
Procedure Categories7/20/2023
Product Reorder
Products
Product Category7/20/2023
Product Vendor7/5/2023
Manufacturers7/5/2023
On Hand7/20/2023
IntegrationsRxPayments
AestheticNow