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PatientNow Essentials/EnvisionNow: 6.17.2025 - Release Notes

Improvements

Enhanced Integration with DoseSpot for e-Prescribe

The integration with DoseSpot has been improved to ensure more consistent and accurate data in the Rx section of the Treatment Record, so the prescriptions you see in PatientNow Essentials is always up-to-date, eliminating the need to toggle between systems:

  • Prescription Lists: When a prescription is deleted in DoseSpot, it is now also deleted from the Rx screen in PatientNow Essentials, keeping your list consistent across platforms.

  • Prescribing Provider: The prescribing provider’s name is always displayed, ensuring accuracy and consistency with DoseSpot.

See Set Up E-Prescribe for more details.

Updates to Client Record

Guarantor Field

A new guarantor field has been added to the client record, to ensure accountability for bills or outstanding balances. A guarantor is the person or identity responsible for a patient’s medical bill.

Birthday and Gender Fields

The client record also has new birthday and gender fields for:

  • Next of Kin

  • Emergency Contact

  • Guarantor

Please note that birthday entries are restricted to current or past dates, and gender options are limited to male and female.

For more details, please refer to Patient Demographics.

Birthday Selection Update

PatientNow Essentials/EnvisionNow no longer allows you to set birthdays as a future date.

Going forward, the system will prevent the birthday entries that occur after the current date, ensuring that all records have accurate information.

Minor Enhancements

  • Employee Name & Address Report: Fixed an issue with the location filter not working appropriately.

  • No show automated email/SMS: Fixed an issue with no show emails and SMSs not sending.

  • Practice name change in Concierge: If a practice changes its name, the name change will also be reflected in Concierge messages.

  • Payrix credit card payments: For Payrix customers, the credit card payment will no longer be allowed to be removed after the payment has been taken.

  • Client services time: Fixed an issue with saving service times for clients.

  • Treatment Report: Fixed an issue showing an error message regardless of criteria set in the report.

  • Concierge: Manual tasks no longer show after a client has been removed from a pathway.

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