Capital Financing in PatientNow Essentials
Overview + Step-by-Step Guide
Overview
Capital Financing in PatientNow Essentials provides practices with convenient access to flexible working capital directly within their PatientNow account. This feature allows you to:
View your pre-approved funding offer
Apply for financing within PatientNow
Access previous financing applications
Manage financing from the Funding button or through Company Settings
This guide explains where to find Capital Financing, how to access it, and what each screen represents.
Accessing Capital Financing
Capital Financing can be accessed from the top navigation of your PatientNow account. Follow the steps below to locate and use this feature.
Step 1 — View Funding Button
Log in to PatientNow as an Owner. From any screen within PatientNow, you will see the Funding button.
[IMAGE — needs manual upload: rtaImage] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000005QWX&feoid=00N3s00000QF9k7&refid=0EMRd00000KWD3U">)
When hovering over the Funding button, you will see a tooltip explaining that it is used for managing funds, checking offers, applying for loans, and checking funding status.
[IMAGE — needs manual upload: rtaImage] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000005QWX&feoid=00N3s00000QF9k7&refid=0EMRd00000KW8qB">)
Step 2 — Click the Funding button
Clicking the Funding button will navigate you to Fund Management, where the Capital Financing feature lives.
You can also reach this area by navigating to:
Settings → Company Settings → Fund Management
[IMAGE — needs manual upload: rtaImage] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000005QWX&feoid=00N3s00000QF9k7&refid=0EMRd00000KWJ7F">)
Step 3 — View Your Pre-Approved Capital Financing Offer
The Capital Financing dashboard shows your approved funding amount along with benefit highlights such as:
Rapid approval
No credit checks
Easy, predictable repayments
One fixed fee
A blue Apply Now button is displayed if you wish to submit a financing application directly from within PatientNow.
[IMAGE — needs manual upload: rtaImage] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000005QWX&feoid=00N3s00000QF9k7&refid=0EMRd00000KWJAT">)