PatientNow Update – May 11, 2023

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

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
Memberships
Card on File12/21/2022
ConfigurationAdd / Manage a User05/11/2023
Commission Management05/11/2023
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
IntegrationsRxPayments
AestheticNow