Note: PatientNow Desktop version 7.0.227 is only available for PatientNow clients using the cloud product and is available as of September 7, 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 1.10 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 Integrations
Coverwell
The Coverwell insurance fee is now automatically added to both Immediate Sales and Package Invoice Types.
PatientNow Web App
Configure Monthly Memberships
Configuring monthly memberships on the Web App is easy and efficient. Enhanced workflows let you create Items lists and Benefits while configuring the membership, as well as create new memberships from existing ones.
See Financial: How to Configure Memberships for details.
Prepaid Item History Enhancement
Finding invoices for prepaid items is now easier than ever. Jump directly to the invoice in which a prepaid item was purchased or redeemed with the click of a button.
See Prepaid Item History for details.
Product and Service Sales Reports
4 Product Sales Reports and 4 Procedure Sales reports have been consolidated into 2 reports on the Web App. Easily find information on revenue received from product and procedure/service sales.
See Financial Reports: Product Sales and Financial Reports: Service Sales for details.
Bug Fixes
MyPatientNow
- New Patients are not created when “Don’t allow new patient to be created online” is checked
- Can complete patient intake forms when work phone field is not displayed and consent options are required
- New patient registration allows moving past the “Personal Medical History” section
Online Booking
- “Get shareable link” button no longer generates a blank link
Desktop
- Fixed patient searching in RxPhoto integration
- Signing PDFs in Document workflow signs all pages of the PDF
- Fixed date discrepancy in RxForms tab for RxPhoto integration
- Unearned Income Balance accounts for Gift Card gratuities
- Can edit Provider information if a user is associated
- Edit SecurePayNow refunds
- Post Op Measurements ordered by year-month-date
- Appointment shows on Surgery Appointments only once
- Cannot free form type in Patient Country
- Scheduled Patients Summary no longer doubles the number of invoices if more than on appointment falls within the report date range
Web App
- Invoice is no longer closed due to inactivity during Credit Card terminal process
- Payrix Card in Hand payment shows waiting modal if first attempt on terminal fails
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 | Financial: Payments Report | ✓ | 11/30/2022 | |
| Financial: Sales Tax | ✓ | 8/2/2022 | ||
| Financial: Unearned Income Activity | ✓ | 8/2/2022 | ||
| Financial: Unearned Income Balance | ✓ | 8/2/2022 | ||
| Financial: Product Sales | ✓ | 9/7/2022 | ||
| Financial: Services Sales | ✓ | 9/7/2022 | ||
| Appointments: Appointment Totals | ✓ | 7/20/2022 | ||
| Appointments: Printed Schedule – Detail View | ✓ | 7/20/2022 | ||
| Patients: New Patient | ✓ | 7/20/2022 | ||
| Patients: Patients by Appointment Type | ✓ | 7/20/2022 | ||
| 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 | ✓ | 7/5/2023 | ||
| Card on File | ✓ | 12/21/2022 | ||
| Configuration | Add / Manage a User | ✓ | 05/11/2023 | |
| Commission Management | ✓ | 05/11/2023 | ||
| Role Management | ✓ | 7/5/2023 | ||
| Add a Provider | ✓ | 7/5/2023 | ||
| Add Locations | ✓ | 7/5/2023 | ||
| Appointment Types | ✓ | 7/20/2023 | ||
| Appointment Reminders | ✓ | |||
| Appointment Resources | ✓ | 7/20/2023 | ||
| Payment Requests | ✓ | |||
| Social History | ✓ | 6/7/2023 | ||
| Family History | ✓ | 6/7/2023 | ||
| Medical History | ✓ | 6/7/2023 | ||
| Referral Sources | ✓ | 6/7/2023 | ||
| Discount Reasons | ✓ | 7/5/2023 | ||
| Membership Plans | ✓ | 9/7/2023 | ||
| Payment Methods | ✓ | 7/5/2023 | ||
| Promotional Discounts | ✓ | 8/17/2023 | ||
| Sales Packages | ✓ | 8/17/2023 | ||
| Refund Reasons | ✓ | |||
| Procedures / Services | ✓ | 7/20/2023 | ||
| Procedure Categories | ✓ | 7/20/2023 | ||
| Product Reorder | ✓ | |||
| Products | ✓ | 8/3/2023 | ||
| Product Category | ✓ | 7/20/2023 | ||
| Product Vendor | ✓ | 7/5/2023 | ||
| Manufacturers | ✓ | 7/5/2023 | ||
| On Hand | ✓ | 7/20/2023 | ||
| Integrations | RxPayments | ✓ | ||
| AestheticNow | ✓ |