Summary: This update includes the ability to sell and redeem packages, manage users, and set commissions on the Web App, check-in notifications for providers, and bug fixes.
Note: PatientNow Desktop version 7.0.223 is only available for PatientNow clients using the cloud product and is available as of May 11, 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 7.10.
- PatientNow Web App updates to version 1.6.1 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 Web App
Sell Packages
PatientNow lets you easily sell and redeem Standard Packages and Prepaid Packages on the Web App. Prepaid Packages are viewable from multiple places within the platform including the Shopping Cart, the patient’s Financial History, the patient’s Wallet and while booking the patient for an appointment, so you always have the relevant information at your fingertips.
See How to Sell Packages for details.
Redeem Prepaid Items
PatientNow lets you redeem prepaid items stored in the patient’s Wallet when checking out the patient. All prepaid items for the patient are grouped together in the Cart for quick and easy selection.
See How to Redeem Prepaid Items for details.
Team Management
PatientNow now lets you manage your users on the Web App. Add and edit Providers and Scheduler Resources (people) as well as set Seller and Provider commission structures. To save time in setting and editing commissions structures, use the new “Import from user” and “Export to users” tools to set commissions for more than one user at once.
See Team: About and Team: Commissions for details.
iOS App (iPad / iPhone)
Check-In Notifications
When you check in a patient to their appointment, PatientNow sends a notification to the Provider(s) associated with the appointment. Notifications are sent to devices with the PatientNow iOS App installed and the PatientNow Web App.
See Check-In Notifications for details.
Bug Fixes
MyPatientNow
- Can complete patient intake forms if email field is not displayed and consent options are required
Online Booking
- Can no longer add a future date of birth for a patient
Desktop
- Changing a confirmed appointment time no longer shows the wrong time on the confirmed page
- Updating membership cost in configuration does not apply price changes to existing attached memberships
- Using the fast practice switch over a period of time does not cause PatientNow to crash
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 | ✓ | |||
Card on File | ✓ | 12/21/2022 | ||
Configuration | Add / Manage a User | ✓ | 05/11/2023 | |
Commission Management | ✓ | 05/11/2023 | ||
Role Management | ✓ | |||
Add a Provider | ✓ | |||
Add Locations | ✓ | |||
Appointment Types | ✓ | |||
Appointment Reminders | ✓ | |||
Appointment Resources | ✓ | |||
Payment Requests | ✓ | |||
Social History | ✓ | |||
Family History | ✓ | |||
Medical History | ✓ | |||
Referral Sources | ✓ | |||
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 | ✓ |