New Releases
With the New KPI Dashboard You Can Turn Data Into Action
Skip the spreadsheets and see how your practice is performing at a glance. The new KPI Dashboard brings your most important business metrics into one clean, interactive view—so you can quickly understand performance, spot trends, and take action before small issues become big ones.
Access the dashboard directly in PatientNow Essentials to explore performance across locations, timeframes, providers, and services, or drill down into specific metrics when something needs a closer look.
What you’ll love:
All your KPIs in one place: Visual dashboards across Sales & Financials, Enrollment & Retention, Memberships, Appointments, Inventory, and Accounting.
Multi-location visibility: Easily roll up data or compare performance across locations.
Dig into the details anytime: Move seamlessly from high-level trends to location-, provider-, or service-level insights with drill-down navigation and expandable KPI views.
Flexible filtering: Refine your view with location and date filters to focus on what matters most.
Predictive insights built in:
Revenue Dip Prediction: Identify upcoming low-revenue periods early so you can plan promotions, adjust staffing, and protect cash flow.
Appointment Volume Forecast: See predicted booking volume up to 90 days out to staff smarter and turn slower days into outreach opportunities.
Built for teams: Role-based permissions keep views relevant, scheduled reports keep stakeholders informed, and in-page help makes navigation easy.
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View our knowledge base article or training videos to learn more.
Enhancements
Faster Waitlist Outreach—With Phone Numbers Now Built-In
You can now add and confirm a client’s phone number directly within the Waitlist window, making it easier to contact them the moment an appointment becomes available. This eliminates extra steps, supports faster outreach, and creates a smoother experience for both staff and clients.
What you’ll love:
Phone number visible where you need it: No more navigating away from the waitlist to find contact details.
Smarter defaults: If a client already has phone numbers on file, the system automatically selects the best option.
More reliable outreach: Now you can make sure you’re always using the right number when opening a waitlist slot.
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Tackle What Matters Most with Task Lists Ordered by Priority
Your Task List is now automatically organized so the most urgent and time-sensitive work appears first—helping you stay focused and avoid missing critical follow-ups. Tasks are ordered first by priority (Urgent, High, Medium, Low) and then by due date, with the oldest items shown first.
What you’ll love:
Clear prioritization: Tasks are ordered by priority level (Urgent, High, Medium, Low).
Better visibility: Within each priority, tasks are sorted by due date, with the oldest items shown first.
Less searching: Quickly identify what needs attention now without scanning the entire list.
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Control Lab Visibility with New Role-Based Labs Access
A new Labs Access permission gives you more control over who can view lab results—without requiring every user to have a Health Gorilla account: improving security while keeping the right information accessible to the right people. When Health Gorilla is enabled > Go to the user’s security profile > check or uncheck “Labs Access” to show or hide the Labs tab in the Treatment Record.
What you’ll love:
Cleaner permissions: Separate users who only need to view results from those authorized to place lab orders.
Improved security: Reduces over-provisioning and unnecessary access.
Flexible setup: Easily tailor lab visibility based on team roles.
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Fixes
Email Marketing Template Fixes: Social media icons now stay centered when alignment is selected, and scrolling works properly after inserting and removing images.
RTF Documents Improvement: Documents with tables now display fully when opened, with scrollbars available if content exceeds the viewer window.
Adding a New Client in the Rx Window: Save and Cancel buttons now fully display when adding a new client from the Rx workflow, so actions are clear and accessible.