Conversion & Retention Reports – Practice Resource Center | PatientNow

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Administration

59

Customizing Email Templates with the Patient Portal Link
Configuring MyAppointmentNow
Configuring Default Schedules
Configuring Schedule Blocks
Recurrence Patterns
Using SecurePayNow with MyAppointmentNow
Web URLs for MyAppointmentNow and MyPatientNow
Configuring MyPatientNow
QuickNote Snippets Configuration
Syncing Configuration from PatientNow to MyPatientNow
Users / Roles
Data Tables
Clinical Admin
Communication Admin
Financial Admin
Document Templates

Patients

82

Award Points
TextNow
Sync Patient with MyPatientNow
Retrieving the Patient’s Online Username and Password in PatientNow
Patient Registration through MyAppointmentNow
Release of Information
Sending a Personalized Email to a Patient
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Documentation of Email Sent to Patient
Photo Management
Scanning from a Local Scanner
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Merging Duplicate Patients
Date of Death
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Patient Documents Tab Configuration
Best Practices for Treatment Pathway (Workflow) Design
An Introduction to Treatment Pathways
Using SecurePayNow
Using BarcodeNow
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Document Template Configuration
Configuring Award Points
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Configuring Chief Complaints
Configuring MyPatientNow
Defining Users Who May Sync Patients to the Patient Portal
Configuring Social History Questions & Answers
Configuring Family Medical History List
Configuring Personal Medical History List
Configuring Patient Registration Fields
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Treatment Pathways
Clinical Information

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1

Email Builder

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8

Financial Integrations
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  - Integrating with CareCredit
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  - CPL Integration Configuration
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- AestheticNow Integration

Workflow

17

Task Icons in the Blue ID Bar
Managing Membership Plans
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- Using BarcodeNow

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40

Time Clock
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- Configuring Referral Source Detail
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5

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Customize Column Order

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1

Photo Management
- Photo Management

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2

Prescription Writer
- Patient Medications
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Conversion & Retention Reports

Conversion & Retention Reports

Definition – Schedule: Treatment Retention
Definition – Schedule: Inquiry to Consult Conversion
Definition – Schedule: Consult to Surgery Conversion
Definition – Pathways: Inquiry to Consult Conversion
Definition – Pathways: Consult to Treatment Conversion

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