PatientNow Essentials: Managing PatientNow Capital Growth Funding

Table of Contents

PatientNow Capital provides a centralized way to monitor and manage financing opportunities, helping you make informed financial decisions.

View multiple financing offers in one centralized location.
Quickly identify new or active opportunities using a convenient offer-count badge.
Track offer status (such as Available, Pending, or Expired) and lifecycle activity.
Utilize the Offer Details page to review, manage, and filter financing activity, including active opportunities and applications in progress.

Practice Administrators: Responsible for configuring user access and permissions for the funding dashboard.
Practice Owners and Financial Managers: Existing PatientNow merchants who have been in business for at least six months with consistent processing volume. Startups without a processing history are not currently eligible.

Note: This feature is intended for anyone responsible for evaluating or acting on financing, not clinical staff.

The practice must receive an automatic pre-approval invitation by email. Eligibility is determined automatically by Parafin based on sales history.
The user must be granted access rights to the Fund Management section in the PatientNow back office.

Accessing Funding Options From The Top Navigation
1. Log in to PatientNow as an Owner or Admin user.
2. Locate the Funding button in the top navigation bar. You can hover over this button to view a tooltip describing its purpose.
3. Click the Funding button to access the Fund Management area.

Viewing and Managing Available Offers
1. Look for the offer-count badge near the Funding area, which prompts you when new or active offers are available.
2. View your available financing offers directly within the Funding experience.
3. Select an individual offer to open the Offer Details view.
4. Review the status of each offer, which will display as Available (ready for review/application), Pending (in progress/under review), or Expired (no longer available).
5. Use the provided filters on the Offer Details page to focus on active opportunities, review applications in progress, or analyze historical/expired offers.

Applying for Financing
1. Select an offer marked as Available.
2. Open the Offer Details page.
3. Click the option to proceed with the application, which will guide you through the PatientNow Capital application experience.

Accessing Funding Options From Company Settings Instead of the top navigation bar, users can also access the Fund Management page by navigating to Settings → Company Settings → Fund Management

Note: Financing offers are based on external provider data. While PatientNow displays and tracks this data, it does not control the approval decisions.
Note: Offer status updates reflect real-time or near real-time changes.
Tip: Check the Funding section regularly and use the offer-count badge as your signal to review new opportunities.
Tip: Monitor the Offer Details page and use filters to track progress on active applications.
Tip: Treat the Funding area as a decision dashboard to help manage opportunities as they arise, rather than just a one-time task.

Issue	Cause	Fix
Embedded Finance page could not be loaded: {reason/error}	The platform encountered a connection or loading interruption with the embedded Parafin dashboard.	Select the Refresh icon on the page first. If the error continues after refreshing, contact Support.

For questions specifically regarding your funding offer or repayment details, please contact Parafin Support.
ElevateNow Training: PatientNow Capital (Fund Management) available in PatientNow Essentials

Product: PatientNow Essentials, PatientNow Capital, Embedded Finance
Tags: PatientNow Capital, Growth Funding, Parafin, Celtic Bank, Payrix, SecurePayNow, Fund Management, Repayments, Financing, Embedded Finance