Summary
This release focuses on keeping your records, communications, and reporting complete and reliable. Completed forms can now be amended without losing anything: each change creates a new, unchangeable version, and every earlier version stays accessible with a full audit trail. The new Communications Hub brings two-way texts, logged calls, and AI receptionist interactions into one inbox that lives alongside your scheduling and charting screens, so staff can work with patient communications without switching tabs. On the reporting side, your Recura call and text data now appears directly in PatientNow Insights Hub, so you can track call volume, response rates, and customer journeys alongside your other metrics.
New Features
RxForm Amendments
Modify completed forms without deletion or starting over. Each amendment creates a new immutable version, with all versions preserved and accessible in the form viewer. Amendment counts display in views across PatientNow, and amendment changes are automatically logged for audit compliance.
What You’ll Love
Amend without losing history: Correct errors and add late data while every version stays accessible and intact
One-click version navigation: Easily switch between versions to compare changes or audit the full revision timeline
Built-in compliance: Audit trail automatically captured; no manual logging required
Learn More: PatientNow Essentials: RXForm Amendments
Communications Hub: Your Unified Inbox
The Communications Hub is a native, persistent workspace designed to bring clinical, marketing, and automated patient interactions into a single, cohesive timeline directly within your EMR. By embedding this unified panel directly onto your active scheduling and charting screens, your team can manage two-way SMS, logged telephone calls, and autonomous AI receptionist interactions without ever leaving your active tab. This centralized view eliminates administrative "tab hopping," allowing your front-desk staff to focus entirely on patient care and coordinate team responses in real time.
This standard platform addition is included for all PatientNow and Recura customers at no additional cost.
What You’ll Love
The Unified Inbox: A single workspace that automatically binds patient context, loading their entire text and call history the moment you select their name on your calendar.
Sender Attribution Badges: Muted, color-coded visual badges that identify who is communicating (such as Recura AI, PatientNow System, or specific staff members) so your team can coordinate handoffs effortlessly.
Smart Inbox Controls: Time-saving filters like "Awaiting Reply" and an automated "Inbox Cleanup" that sweep away routine reminders and isolate active inquiries needing immediate human attention.
Instant Lead Sync: A secure, one-select bridge to instantly import new web leads and CRM prospects directly into your clinical database, completely eliminating double-entry.
Learn More (ElevateNow Training): PatientNow Essentials: Communications Hub + VoIP
Recura Analytics Dashboard in Insights Hub
See all your Recura call, text, and customer conversation data integrated seamlessly into your PatientNow analytics. The Recura Analytics dashboard appears in Insights Hub alongside your other performance metrics, and it's exclusive to practices with active Recura subscriptions.
What You’ll Love
Four analytics sections: Calls, Texts, Conversations, and Additional Metrics
Real-time visibility into inbound and outbound call volume, pickup rates, and transfer rates
Text messaging insights including response rates and opt-out tracking
Customer journey visualization showing how leads progress through your sales pipeline
All standard Insights Hub features: saved filters, date range filters, location filters, scheduled reports, and export options
How it Works
Your Recura data syncs automatically into PatientNow so you always see up-to-date metrics. The dashboard is hidden for practices without Recura, keeping your analytics clean and relevant.
Fixes
Concierge: Improved Concierge efficiency so it no longer picks up manual steps scheduled for the future or sends them to the queue.
Sales Register: Improved POS so Cash can't be selected or added when Hide Cash is turned on.
EP/EPCS: Improved EP/EPCS user activation by fixing the "Uh Oh" error that blocked it.
Opt-In: Improved the Communication Consent dialog so clicking more than once doesn't create duplicate client records.