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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
      • Patient Documents Tab Configuration
      • Defining Users Who May Sync Patients to the Patient Portal
      • Configuring Email in PatientNow
      • Setting up Commissions
      • Adding or Disabling a User
    • Data Tables
      • Web URLs for MyAppointmentNow and MyPatientNow
      • Using SecurePayNow with MyAppointmentNow
      • Recurrence Patterns
      • Configuring Schedule Blocks
      • Configuring Default Schedules
      • Configuring MyAppointmentNow
      • Configuring Patient Registration Fields
      • Configuring the Schedule
      • Configuring Schedule Resources
      • Configuring Appointment Flow Status
      • Configuring Appointment Confirmation Reasons
      • Configuring Appointment Cancellation Reasons
      • Configuring Appointment Types
      • Configuring Email in PatientNow
    • Clinical Admin
      • Configuring Personal Medical History List
      • Configuring Family Medical History List
      • Configuring Social History Questions & Answers
      • Configuring Chief Complaints
      • Injectable Types
      • Laser Treatment Types and Spots
    • Communication Admin
      • Treatment Pathways – A Sample Inquiry
      • Treatment Pathways – An Everyday Example
      • Best Practices for Treatment Pathway (Workflow) Design
      • An Introduction to Treatment Pathways
    • Financial Admin
      • Running Financial Reconciliation Reports
      • Configuring On-Hand Reasons for Inventory Adjustments
      • Configuring Sales Tax
      • Configuring Memberships
      • Configuring Promotional Discounts
      • Configuring Discount Reasons
      • Configuring Payment Methods & Payment Types
      • Configuring Sales Packages
      • Configuring Coding Quick Picks
      • Configuring Procedures
      • Configuring Procedure Categories
      • Configuring Award Points
      • Setting up Commissions
      • Financial Reconciliation
        • Setting Up Financial Reconciliation Rights
    • Document Templates
      • Document Template Link Fields
      • Customizing Email Templates with the Patient Portal Link
      • QuickNote Snippets Configuration
      • Adding Barcodes to Document Templates
      • Adding a .pdf Document Template
      • Document Template Configuration

    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
      • Configuring Service Facilities for Insurance Billing
      • Configuring Sales Tax
      • Configuring Providers
      • Performing a Product Return
      • Apply Patient Payment
      • Invoice Locking
      • Creating a Prepaid Package Invoice
      • Four Accounting Buckets
      • Receiving Items on an Invoice
      • Selling Gift Cards
      • Using a Gift Card as Payment on an Invoice
      • Adding Funds to a Gift Card
      • Checking the Balance on a Gift Card
      • Ordering Gift Cards
      • Gratuity
      • Lifetime $ Calculation
      • Tracking Projected Income
      • Configuring Products
      • Award Points
      • Using SecurePayNow
      • Quotes
      • Configuring Award Points
      • Configuring Procedure Categories
      • Configuring Procedures
      • Configuring Coding Quick Picks
      • Configuring Sales Packages
      • Configuring Payment Methods & Payment Types
      • Configuring Discount Reasons
      • Configuring Promotional Discounts
      • Configuring Memberships
      • Insurance Billing
        • Verifying Eligibility
        • Posting a Medicare Sequestration Payment
        • Apply Insurance Batch Payment
        • Apply Insurance Payment
        • Insurance Definitions
    • Memberships
      • Membership Summary Report
      • Managing Membership Plans
      • Cancelling a Membership
      • Selling a Membership
    • Treatment Pathways
      • Using Treatment Pathways in the Patient Chart
      • Your Treatment Pathways Task List
      • Scheduling a Surgery Appointment from Treatment Pathways
      • Adding a Treatment Pathway to a Patient
    • Clinical Information
      • Vital Signs
      • Spell Check in Document Creation
      • Patient Medications
      • Electronic Prescribing
      • Charting an Injectable Treatment

    Design Studio

    1
    • Email Builder

    Integrations

    8
    • Financial Integrations
      • Buy Now Pay Later
        • Integrating with CareCredit
        • Cherry
      • Integrated Payments
        • Clover Mini – Processing a Refund
        • Using your Clover Mini
        • Configuring your Clover Mini
    • 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
      • Configuring Appointment Cancellation Reasons
      • Configuring Appointment Confirmation Reasons
      • Configuring Appointment Flow Status
      • Configuring Schedule Resources
      • Configuring the Schedule
      • Configuring Default Schedules
      • Configuring Schedule Blocks
      • Recurrence Patterns
      • Configure Service Facilities
      • PatientNow Schedule Icons
      • Adding an office appointment to the schedule
      • Schedule Right-Click Actions
      • Adding an appointment to the schedule
    • Batch Processing
      • Using BarcodeNow

    Back Office

    40
    • Time Clock
    • Inventory
      • Product Barcodes
      • Performing a Product Return
      • Perform an Inventory Count or Adjust Inventory
      • Configuring On-Hand Reasons for Inventory Adjustments
      • Configuring Products
      • Configuring Inventory
      • Configuring Award Points
    • People & Places
      • Configuring Coordinators
      • Configuring Providers
      • Configuring Sales Tax
      • Configuring Service Facilities for Quotes and Invoices
      • Configuring Service Facilities for Insurance Billing
      • Configure Service Facilities
      • PatientNow Address Book
    • Marketing Dashboard
      • Configuring Referral Source Detail
    • ReportNow
      • Retired Reports
      • Pivot Tables – Flexible Reporting on the Fly
      • Projected Income Summary by Month
      • Pivot Tables – Defining the Elements
      • Projected Income Summary by Day
      • End of Week Close – Patient Balance Reconciliation
      • What if I don’t balance?
      • End of Month Close – Sales Reconciliation
      • End of Day Close – Payment Reconciliation
      • Membership Summary Report
      • 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
      • Scheduling Reports
        • Definition – Appointment Count by Create Date
        • Definition – Appointment Count by Appointment Date
      • 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

    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
    • Home
    • Practice Resource Center
    • PatientNow
    • Workflow
    • Scheduling

    Scheduling

    The scheduler allows you to manage your practice's resources, book patient appointments, and manage your day-to-day operations.

    • Configuring Appointment Cancellation Reasons
    • Configuring Appointment Confirmation Reasons
    • Configuring Appointment Flow Status
    • Configuring Schedule Resources
    • Configuring the Schedule
    • Configuring Default Schedules
    • Configuring Schedule Blocks
    • Recurrence Patterns
    • Configure Service Facilities
    • PatientNow Schedule Icons
    • Adding an office appointment to the schedule
    • Schedule Right-Click Actions
    • Adding an appointment to the schedule
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