Financial 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
Saving an Email in PatientNow
Documentation of Email Sent to Patient
Photo Management
Scanning from a Local Scanner
Patient Address Autocomplete
Patient Referral Source
Merging Duplicate Patients
Date of Death
Adding a New Patient into PatientNow
Patient Documents Tab Configuration
Best Practices for Treatment Pathway (Workflow) Design
An Introduction to Treatment Pathways
Using SecurePayNow
Using BarcodeNow
Adding Barcodes to Document Templates
Adding a .pdf Document Template
Document Template Configuration
Configuring Award Points
Laser Treatment Types and Spots
Injectable Types
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
Quotes & Invoicing
Memberships
Treatment Pathways
Clinical Information

Design Studio

1

Email Builder

Integrations

8

Financial Integrations
- Buy Now Pay Later
  - Integrating with CareCredit
  - Cherry
- Integrated Payments
Labs
- CPL
  - CPL Integration – Order Labs
  - CPL Integration Configuration
Other Integrations
- AestheticNow Integration

Workflow

17

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

Back Office

40

Time Clock
Inventory
People & Places
Marketing Dashboard
- Configuring Referral Source Detail
ReportNow

General Settings

5

Sticky Note Basics
Ribbon Bar
Quick Access Toolbar
PatientNow Color Schemes
Customize Column Order

Multimedia

1

Photo Management
- Photo Management

Rx / Orders

2

Prescription Writer
- Patient Medications
- Electronic Prescribing

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Financial Reports

Financial Reports

Definition – Charges – Payments – Adjustments
Definition – Sales by Received Date
Definition – Products by Received Date
Definition – Procedures by Received Date
Definition – Payments
Definition – Invoice Procedure Count by Received Date
Definition – Clinical Procedure Count

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