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Capital Financing in PatientNow Essentials

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.

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.

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

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.

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