Access the Payrix Payment History report directly within the PatientNow Essentials platform, so you won’t need to leave the platform or open additional windows to keep track of your payments.

For more details, see the full article here: PatientNow Essentials/EnvisionNow x Payrix: RxPayments History Report

Success at your fingertips! The new Success Center allows you to configure the widgets you want to be able to access easily such as webinars, educational videos, FAQs, feedback surveys, your success manager’s name and contact information, and more. Just click on the megaphone icon at the top right of the screen to access your Success Center:

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If you’re looking to quickly identify potential clients who have expressed interest in your services but haven’t yet booked an appointment, the Client by Web Form Submission Report is your go-to tool. This report gathers all leads from your web form submissions and displays their contact details, demographics, and service interests.

You can use the report to fill last minute openings, follow up with leads to encourage more bookings, or understand which services are in higher demand among your web leads.

For more details, see the full article here: PatientNow Essentials/EnvisionNow: Web Form Submission Report (Leads Tracking)

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You can configure the final reminder to go out on the same day as the scheduled appointments. Reminders go out at 9am local time for currently scheduled appointments.

If a client has a card on file, you can see the available cardholder information and card details by clicking the “Edit CC ON File” button. Please note this update is available for practices that use Payrix, Vantiv Tripos, or eConduit And IBX as the processor.