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PatientNow Essentials/EnvisionNow: Concierge - Getting Started

Getting Started with Concierge

Enroll in Concierge

  1. Log in to PatientNow Essentials.

  2. Navigate to the Settings icon > Manage Account > Additional Services

  3. Click “View Concierge information”

  4. Follow the prompts in the “Signup for Concierge” pop-up window.

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If a User is Not Yet Enrolled in Concierge

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When a user goes to the Marketing menu and clicks on Concierge, the user will be directed to this page, populated with marketing and sales contact information.

View Pathways in Concierge

  1. On the main menu, navigate to Marketing > Concierge > Concierge Automation.
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2. Clicking Concierge opens the following window where you may click Create Pathway to create a new Pathway, or you may click View to view and edit a pre-made “Template Pathway”.

  • The “Template Pathway” was carefully put together using the best methods in the industry, giving you a sample Pathway to follow.

  • The template pathway features carefully sequenced steps, strategically spaced to yield optimal results, coupled with impactful language.

  • Feel free to customize the “Template Pathway” to align with your organization's unique requirements, whether adjusting timing, language, logo, font, or imagery.

  • Alternatively, you can initiate your own Pathway from scratch by simply clicking Create Pathway.

Template Pathway

  1. Click View on the “Template Pathway”.

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2. Click View to the right to see the Steps


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3. Click View to the right of the Inquiry Stage

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  • Notice the list of Steps included in the Inquiry stage


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4. Click View to the right of Step 1 of the Inquiry Stage

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  • This template can be adjusted to suit your needs.

  • Click Choose Template to view the template and make edits.


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5. Select the template you wish to edit and click Edit Template.
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6. Edit anything within the template to fit the needs of your business. When done, click Finished Editing Template and then Save Template.

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  • Your changes will automatically update to the template in the Template Pathway.


7. From the Marketing Template Creator, select the template you have created or edited and click Add to Concierge Step to return to the step you are working on.
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You can go to either of these to create content without going to a pathway first. Simply create whatever content you wish to create and label it appropriately so you will know where you want to use it in your pathway later. Then go to your pathway when you are ready and add it through “Choose Template” to the desired steps.
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​Pro Tip: The content entered in the Notes field in the Marketing Template Creator becomes the Concierge Email Subject line. Be sure to create a subject line that will work well with your email template!
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8. Click Save Step when you are satisfied with the settings on the step.
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9. Repeat this process for each step in the Inquiry Stage.
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10. Repeat this again for the Consultation stage and its steps. Click View to the right of a step.
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11. Click Choose Template to edit the template.
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12. Select the template to be edited and click Edit Selected Template.
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13. Click Save Record
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14. Select the template to be added to the step and click Add to Concierge Step.
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15. And again, for the Consultation Follow-up stage and its steps, to make the Template Pathway work however suits your business best. Or just use these stages and steps as a guideline to build your own pathway.
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