This release includes a new Front Desk Dashboard for the PatientNow Web App.
Note: This update is for the PatientNow Web App only. There is no update required on the PatientNow Desktop to support the new Front Desk Dashboard feature. The PatientNow Web App update is available automatically.
PatientNow Web App
Front Desk Dashboard
The Front Desk Dashboard provides important KPIs and information for your practice’s front desk staff. The Dashboard helps your staff operate as efficiently as possible by displaying the data they need to work with on a daily basis.
See Front Desk Dashboard: Overview and Front Desk Dashboard: Widgets for details.
Previous PatientNow Update – June 7, 2023
- 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, jump 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
See How to Edit a Prepaid Items Transaction for details.
Patients Configuration
Referral Sources, Medical History, Family History, and Social History are now all configurable in the PatientNow Web App under Administration > Patients.
See Administration: 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 for Web App 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
| 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 | ✓ | 04/27/2023 | ||
| Memberships | ✓ | |||
| Card on File | ✓ | 12/21/2022 | ||
| Configuration | Add / Manage a User | ✓ | ||
| Commission Management | ✓ | 05/11/2023 | ||
| Role Management | ✓ | |||
| Add a Provider | ✓ | 05/11/2023 | ||
| Add Locations | ✓ | |||
| Appointment Types | ✓ | |||
| Appointment Reminders | ✓ | |||
| Appointment Resources | ✓ | |||
| Payment Requests | ✓ | |||
| Social History | ✓ | 06/01/2023 | ✓ | |
| Family History | ✓ | 06/01/2023 | ✓ | |
| Medical History | ✓ | 06/01/2023 | ✓ | |
| Referral Sources | ✓ | 06/01/2023 | ✓ | |
| 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 | ✓ | |||
| Integrations | RxPayments | ✓ | ||
| AestheticNow | ✓ |