PatientNow Update – June 2, 2023

Summary: This update includes several enhancements to the ability to sell and redeem packages and some Patient configuration in the Web App platform. It also includes enhancements to the Incoming Text Messages tab on the Desktop platform for practices that are enabled for the Web App, which makes the Web App and Desktop text message inboxes more compatible.

Note: PatientNow Desktop version 7.0.224 is only available for PatientNow clients using the cloud product and is available as of June 2, 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 iOS App updates require updating the app on your device to version 7.11.
  • PatientNow Web App updates to version 1.7 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 Web App

Sell Packages Enhancements

Several enhancements have been made to the ability to Sell Packages in the Web App. These include (but are not limited to):

  • Viewing redeemed items in Financial History transactions
  • Editing transactions with prepaid packages
  • Editing transactions with redeemed items
  • Returning items to the Patient’s Wallet
  • Updated Redeem Items button

Patients Configuration

Referral Sources, Medical History, Family History, and Social History are now all configurable in the PatientNow Web App under Administration > Patients. 

See Patients Configuration for details.

Desktop

Incoming Text Messages Enhancements

For practices that have the Web App platform enabled, some enhancements have been made to the Desktop Workflow > Task List > Incoming Text Messages to return some functionality that was lost on April 5, 2023 with the release of the Text Inbox on Web App. The enhancements include (but are not limited to):

  • The return of the green text icon to notify users that there are new incoming messages
  • Viewing Completed messages by default
  • Ability to mark messages as unread or read

See Incoming Text Messages Enhancement for Web App Users for details.

Bug Fixes

Desktop

  • Ability to view and edit Design Studio templates
  • Generate Table is no longer resetting reportNOW to default settings
  • Merging patients with text history
  • Batch messaging no longer freezes when filtering duplicates in mail merge
  • Able to edit photos that have been edited in iOS (iPad App)
  • Apostrophes allowed in Gift Card IDs
  • Disabled Pathway stages no longer appear in Stage dropdown
  • Fee Rule applies when set for location only

iPad App

  • Able to email documents from iOS using Office 365
  • Able to search by Patient ID

Online Booking

  • Default Schedules are obeyed by Online Booking when multiple Default Schedules exist for the same resource

MyPatientNow

  • Call Home Number not being reset after syncing to MyPatientNow
  • Time for Secure Messages shows correct timezone

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 Packages04/27/2023
Memberships
Card on File12/21/2022
ConfigurationAdd / Manage a User
Commission Management05/11/2023
Role Management
Add a Provider05/11/2023
Add Locations
Appointment Types
Appointment Reminders
Appointment Resources
Payment Requests
Social History06/01/2023
Family History06/01/2023
Medical History06/01/2023
Referral Sources06/01/2023
Discount Reasons
Membership Plans
Payment Types
Promotional Discounts
Sales Packages
Refund Reasons
Procedures / Services
Procedure Categories
Product Reorder
Products
Product Category
Product Vendor
Manufacturers
On Hand
IntegrationsRxPayments
AestheticNow