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PatientNow Essentials/EnvisionNow: Select Pole Display

Select Pole Display

What is a Pole Display and how to use this feature



Pole displays allow you to turn a browser into a display. The browser may be a tablet, an extra computer, or a secondary monitor. You may create pole display devices in the Company Settings. Once entered, the displays may be selected in the sales register to show information about the sale to the client.



If you have a single pole display, it will be automatically selected. If more than one pole display was created, you will be prompted here to choose which display to use.



Steps to Select and Use a Pole Display

On the Pole Display Device

  1. Log into PatientNow Essentials/EnvisionNow.

  2. Hover over Sales on the menu bar.

  3. Select the Enter Pole Display Mode option.

    Sales > Enter Pole Display Mode

On the Sales Register

Sales > Sales Register > Options > Select Pole Display

  1. Log into PatientNow Essentials/EnvisionNow.

  2. Hover over Sales on the menu bar.

  3. Choose the Sales Register.

  4. In the Options to the left side of the screen, click Select Pole Display option.

  5. Select the display you wish this register to use.

If you have a single pole display, it will be automatically selected in the sales register. If more than one pole display is created, you will be prompted at the sales register to choose the display to use.

When a sale is created on the sales register, the pole display will show the information for the client.

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