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New Releases
Duplicate Client Check & Merge
You can now prevent and clean up duplicate client records without running reports or digging through data with PatientNow’s built-in Duplicate Client Checker.
What you’ll love:
Instant Duplicate Alerts When Creating Clients: See potential duplicate matches instantly while adding a new client, helping you avoid creating duplicates in the first place.
Duplicate Client List Smart Matching: Quickly find and group duplicate client matches by email or phone number.
One-Click Merge: Select your primary client profile, choose any duplicates, and hit “Merge Clients” to consolidate records effortlessly.
See all the details: https://patientnow.my.site.com/helpcenter/s/article/PatientNow-Essentials-EnvisionNow-Client-List
RxPhoto ↔ PatientNow Treatment Sync: Director & Supervisor Review
Checkout just got smoother—even when notes are still under review.
Services now sync from RxPhoto to the PNE sales register when treatment forms are marked Director Review or Supervisor Review, in addition to Completed.
With the RxP<>PNE integration, providers can mark up treatments in the RxPhoto mobile app and have quantities sync instantly to PatientNow billing and inventory. This means your front desk can check patients out faster, even if notes are still under review.
See all the details: https://patientnow.my.site.com/helpcenter/s/article/PatientNow-Essentials-x-RxPhoto-Charting-and-Billing-Integration
Improvements
Choose Whether Client Notes Show on the Patient Portal
Customize Visibility of Client Notes on the Patient Portal
A new Company Setting gives you control over whether internal ‘Client Notes’ appear in the Patient Portal.
By default, notes are now hidden, so you can keep internal communication truly internal.
To update, navigate to Company Settings → Online Booking → General Options → Show Client Notes on Patient Portal.
See all the details: https://patientnow.my.site.com/helpcenter/s/article/PatientNow-Essentials-EnvisionNow-Online-Booking-Settings-Features
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New ‘Unknown’ Gender Option for Employees
A new gender option "Unknown" is now available for Employee profiles. When adding new employee profiles, it will default to Unknown until you update the selection.
Add Race & Ethnicity to Client Records
Optional fields for Race and Ethnicity have been added to the Client Record under the Medical Tab. This helps ensure accurate and comprehensive client demographic records.
Fixes
Concierge Messaging Improved Sending Times: Automated Concierge messages now send only between 9am–5pm in your selected timezone. This ensures your automated communications stay compliant and your clients stay happy.
Tippy Tips: Removed duplicate tips and made sure they won’t double up again.
Printing from Schedule: “Print Work Ticket” and “Print Work Schedule” now work as expected when right-clicking.
Duplicate Rx in DoseSpot Integration: Removed extra prescription type so duplicates no longer appear.
Swell Integration: Fixed truncated phone numbers so SMS review requests work properly again.
Email Reports: You can now send reports via email from PatientNow without a hitch.