Improvements
SMS Compliance Updates
We’ve updated our SMS opt-in process to follow CTIA guidelines—the same standards carriers use to decide which texts get delivered. Here’s what’s new:
Flexible Opt-in Options: Consent options are now split between appointment reminders vs. marketing texts. You can still select all with one click.
Save Reminders: If no option is selected when saving a client record, you’ll see a popup reminder.
Pending Opt-In: Clients must confirm by replying “Start” before they receive any texts. Until then, you’ll see a “Pending opt-in” status.
Unsubscribes Made Clear: If a client texts “Stop,” “Unsubscribe,” “End,” or “Quit,” the opt-out shows in their record. They can only rejoin by texting “Start” or “Unstop.”
Online Booking & Concierge Opt-in: New accounts default to SMS opt-in (unless unchecked). If unchecked, clients will be opted into email instead.
These updates mean fewer blocked messages and clearer client consent—so your texts actually reach the people who want them.
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Check out this article for more information: PatientNow Essentials/EnvisionNow: Demographics
View Document Attachments In-App
You can now open .rtf and .pdf files right inside PatientNow—no downloads needed. Just click the magnifying glass next to an attachment in the Client Record or Treatment Record to view it in a secure popup. PHI stays protected since files aren’t saved to devices, and reviewing documents on iPads is smoother than ever.
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Fixes
Email Marketing Wizard Confirmation Popup: The old popup sometimes showed inaccurate delivery info (since emails take a little time to actually send). You’ll now see a View Campaign Status button, so you can check real-time updates directly from your campaign list.
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Loyalty Points: Totals now line up everywhere (reports, profiles, and work tickets), even when a client has more than one appointment on the same day.
Online Booking Password Reset: Online Booking now accepts all valid email formats, including multi-part domains (like test@mail1.mail2.com) and .edu addresses. Clients using these can reset passwords without issue.
Documents: Saving works smoothly again after deleting and re-uploading .rtf/.pdf files in Edit Client → Documents. The save button now updates properly and the modal closes once the action is complete.
Client Images: Images now automatically resize to fit the window instead of loading at full resolution.