PatientNow

How to view your client's Purchase History

Right-clicking over an appointment and choosing purchase history will show all previous purchases for the client.

PatientNow Essentials/EnvisionNow: Purchase History

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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