PatientNow Pro Updates & Release Notes

May 2026 Release

Summary

Unlock faster access to growth funding with PatientNow Capital—plus a round of reliability improvements to keep your day-to-day running smoothly.

New Releases

Get Flexible Funding Fast—Right Inside PatientNow

Meet PatientNow Capital, your built-in way to access funding based on your real performance—no paperwork, no waiting.

Powered by Parafin and fully integrated into PatientNow, this new offering gives eligible practices quick access to pre-approved funding based on actual payment processing history. Accept an offer in just a few clicks and receive funds as soon as the next business day, with repayment that happens automatically as you process payments.

What you’ll love:

• Pre-approved offers based on your sales: No applications or credit checks required
• Simple, transparent pricing: One fixed cost with no interest or penalties
• Automatic repayment: A small percentage of daily card sales, adjusting with your business flow
• Fast access to funds: Get funded as soon as the next business day

How it works:

• PatientNow Capital is invitation-only
• Eligible practices will receive an email with a pre-approved offer based on processing history
• Once funded, you can track everything directly inside PatientNow

Tip: Make sure you’re subscribed to PatientNow emails so you don’t miss your offer.

Fixes

Reporting

• Financial reports now correctly filter by income generator, ensuring accurate results

Insights Hub

• ElevateNow videos now play without interruptions

Patient Portal

• Referral source settings are now respected during manual syncs—only updating when selected

Google Calendar

• Enrollment is now more reliable during high-volume activity, improving calendar connectivity

CareCredit

• Lookup now handles missing accounts more gracefully, returning clear results instead of interruptions

Online Booking

• Mobile selections (like provider or reason for visit) now respond correctly on the first tap

Performance & User Management

• Users list now loads consistently when navigating between tabs

Invoicing

• Seller and provider names are now preserved on invoices, even after deactivation
• Locked invoices can no longer be edited, protecting financial accuracy

Patient Chart & Communications

• Improved stability when viewing older injectable records
• Deleting appointments from communications no longer triggers errors

Insurance & Billing

• Balance amounts now round correctly for clearer billing
• Labcorp collection times now display accurately
• CPT icons display correctly across Pre-Certification, Charge Capture, and Invoicing screens

Embedded Finance V2

Summary

Make smarter financing decisions, faster. Embedded Finance V2 gives you clearer visibility into available offers and a more organized way to track and manage financing activity—all within PatientNow.

Improvements

Enhanced Financing Visibility & Offer Management

Easily see, track, and act on financing opportunities without digging. This update brings a more intuitive Funding experience, so you always know what’s available and what needs attention.

How it works

• View available offers directly from the Funding area
• See an offer-count badge for quick visibility
• Access financing options through an improved Funding menu
• Explore a dedicated Offer Details page to review activity and status

What you’ll love

• Clear, at-a-glance visibility into available financing offers
• A centralized place to review offer details and activity
• Less guesswork when managing financing opportunities
• A more streamlined, user-friendly Funding experience

Fixes

Offer Details & Financing Reliability

• Fixed issues with filter dropdown values in the Offer Details view
• Improved consistency across the full financing offer lifecycle
• Addressed issues that could impact accurate syncing of offer activity

AI Analytics is an intelligence platform built specifically for medspa and aesthetic practices.

It combines six predictive insights with an embedded AI Business Analyst that answers questions about your business data in plain English.

New Features

Insights Hub AI Business Analyst (AI Chat)

With this launch, we are enabling access to AI Business Analyst, which is our new AI Chat feature in the Insights Hub. With a package upgrade to the Catalyst package (PNE) or Catalyst Pro package/AI Analytics add-on (PNP), you will be granted access to the AI Business Analyst in all of their Insights Hub dashboards.

This chat allows for plain English querying of your data to surface actionable insights right away. No more digging through reports or exporting spreadsheets. Just ask your AI Business Analyst a question in plain English and get the data back instantly. It pulls the data, runs the report, and gives you a clear answer in seconds.

How to Access AI Business Analyst:

• Contact your Customer Success Manager to upgrade your PNE/PNP plan to include AI Analytics
• Our team will enable your access to AI Analytics once your plan has been upgraded
  • Once enabled, the PNP AI Business Analyst (AI Chat) is accessible in the lower left corner of any Insights Hub report: ReportNow → Insights Hub
  • Once enabled, the PNE AI Business Analyst (AI Chat) is accessible in the lower left corner of any Insights Hub report: Reports → Insights Hub

Insights Hub Predictive Insights Dashboard

With this launch, we are enabling access to a new Predictive Insights Dashboard in the PNE/PNP Insights Hub. With a package upgrade to the Catalyst package (PNE) or Catalyst Pro package/AI Analytics add-on (PNP), you will be granted access to the Predictive Insights Dashboard.

Most analytics platforms tell you what already happened. By the time you see the problem, it has already cost you.

The new Predictive Insights Dashboard shows you what is about to happen, flagging revenue dips, no-show spikes, and patient churn before they impact your bottom line. Giving you enough lead time to protect your revenue and course-correct.

The Predictive Insights Dashboard includes the following metrics:

• Revenue Dip Prediction
• Appointment Demand Forecasting
• Inventory Stock Forecasting
• Retention Dip Prediction
• Clients Most Likely to No-Show/Cancel
• Clients Most Likely to Purchase a Membership

How to Access Insights Hub Predictive Insights Dashboard:

• Contact your Customer Success Manager to upgrade your PNE/PNP plan to include AI Analytics
• Our team will enable your access to AI Analytics once your plan has been upgraded
  • Once enabled, the PNP AI Analytics Predictive Insights Dashboard is accessible via: ReportNow → Insights Hub -> Predictive Insights
  • Once enabled, the PNE AI Analytics is accessible via: Reports → Insights Hub -> Predictive Insights

For information on how the metrics in this dashboard are calculated, please see the PNP Data Dictionary found here or the PNE Data Dictionary found here.

We’ve made all PatientNow Pro reporting accessible through the PNP application– streamlining your reporting workflow and eliminating the need for switching between applications.

New Features

PatientNow Customer Custom Reports

Some customers previously had paid custom reports made in Integrated Reporting, which they had to access by logging into the Integrated Reporting website separately from their PNP application.

With Integrated Reporting being deprecated on May 14, these reports have been replicated in the Insights Hub (unmasked only for the customers these reports pertain to). This enables customers to view their reports all in one spot, with an updated design.

How to Access Custom Reports (If Applicable):

• Reports function the same as existing Insights Hub reports
• Accessible via: ReportNow → Insights Hub
• Visibility is restricted to users who had custom reports made in Integrated Reporting

Integrated Reporting Dashboards

As Integrated Reporting is being deprecated on May 14, the most frequently used reports and metrics have been rebuilt within the Insights Hub with improved accuracy and design.

The replicated dashboards include:

• Revenue Dashboard
• Payments Dashboard
• Client Demographics Dashboard
• Appointment Detail Dashboard

While these dashboards were previously only available to Integrate Reporting users, they are now available for all PNP users in the application.

How to Access Custom Reports (If Applicable):

• Reports function the same as existing Insights Hub reports
• Accessible via: ReportNow → Insights Hub
• Access is enabled for all PNP users

For information on how the metrics in these reports are calculated, please see the PNP Data Dictionary found here.

Protect your schedule and revenue with a more flexible deposit collection, now available across more of your PatientNow workflows.

April 2026 Release

New Releases

Flexible Deposit Collection Across Your Platform

No-shows and last-minute cancellations can cost you time and revenue. Now you can collect deposits beyond just surgical appointments—helping you secure bookings and reduce lost opportunities.

Deposits are seamlessly built into the tools your team already uses, making it easy to set expectations and get commitment from patients upfront.

What you’ll love

• Collect deposits for a wider range of appointments—not just surgical procedures
• Reduce no-shows and last-minute cancellations
• Keep your schedule full and predictable
• Works across PatientNow Desktop, Online Booking, iOS, RxPayments, and our Recura integration
• Smooth, integrated payment experience with your existing workflows

How it works

• Set deposit amounts for any appointment type based on your practice needs
• Patients pay the deposit during booking or as part of your normal workflow
• A deposit invoice is automatically created and tracked in PatientNow

👉 Click here to view the KB enablement guide

Fixes

Reporting

• Fixed an issue where the Commissions and Gratuity report showed incorrect results when filtering by commission type

Secure Messaging

• Fixed an issue where messages did not properly update visibility after reassignment, ensuring the right user now sees the conversation based on access permissions

Memberships

• Fixed an issue where some membership invoices failed to load properly, blocking actions like freeze, cancel, and unlock/relock and causing UI loading issues.

PatientNow iOS App

• Fixed an issue where the Invoice Info icon was missing from Checkout screens, restoring access to edit invoice and cart details.

This month’s updates are all about clarity, speed, and confidence. From a brand-new KPI dashboard to smoother performance across key workflows, we’re helping you run your practice with fewer headaches and better visibility.

March 2026 Release

New Releases

Insights Hub

With the New KPI Dashboard You Can Turn Data Into Action

Skip the spreadsheets and see how your practice is performing at a glance. The new KPI Dashboard brings your most important business metrics into one clean, interactive view—so you can quickly understand performance, spot trends, and take action before small issues become big ones.

Access the dashboard directly in PatientNow Pro to explore performance across locations, timeframes, providers, and services, or drill down into specific metrics when something needs a closer look.

What you’ll love:

• All your KPIs in one place: Visual dashboards across Sales & Financials, Enrollment & Retention, Memberships, Appointments, Inventory, and Accounting.
• Multi-location visibility: Easily roll up data or compare performance across locations.
• Dig into the details anytime: Move seamlessly from high-level trends to location-, provider-, or service-level insights with drill-down navigation and expandable KPI views.
• Flexible filtering: Refine your view with location and date filters to focus on what matters most.
• Predictive insights built in:
  • Revenue Dip Prediction: Identify upcoming low-revenue periods early so you can plan promotions, adjust staffing, and protect cash flow.
  • Appointment Volume Forecast: See predicted booking volume up to 90 days out to staff smarter and turn slower days into outreach opportunities.
• Built for teams: Role-based permissions keep views relevant, scheduled reports keep stakeholders informed, and in-app help makes navigation easy.

View our knowledge base article to learn more.

Click here to view the data dictionary

Fixes

Reporting

• Resolved loading issues in Practice Scorecard for practices with large data volumes
• Fixed an issue where the Commissions & Gratuity Report produced an error when run with high data volumes
• Addressed a timeout issue in the Charges–Payments–Adjustments Report
• Resolved a timeout issue in the Accounts Receivable Aging Report

Appointments

• Reduced delays when creating appointments, especially for appointment types with multiple resources

Online Booking

• Fixed an issue where practices without a prior MyAppointmentNow sync couldn’t enable Online Booking in MyPatientNow
• Resolved an issue preventing appointments from being booked through MyAppointmentNow via MyPatientNow
• Online Booking status now displays correctly within the Recura integration

Payments

• Fixed an issue where TriPOS terminal lanes did not properly unregister when the last associated location was deleted, preventing duplicate lane and activation issues

Labs

• Restored updated LabCorp test codes so they now appear correctly for ordering in PNP

Telehealth

• Fixed an issue where users could not re-authorize Telehealth without support assistance

Recura Integration

• Invalid Wait List IDs now return a proper error instead of appearing successful

As always, these updates are designed to help your team move faster, avoid frustration, and deliver a seamless patient experience.

New Releases

Get Flexible Funding Fast—Right Inside PatientNow Pro

Get Flexible Funding Fast—Right Inside PatientNow Pro

Introducing PatientNow Capital, your new built-in financing solution powered by Parafin and fully integrated into PatientNow Pro.

You can now access pre-approved funding based entirely on your actual payment processing volume—no credit checks, no applications, and no delays. Accept an offer in a few clicks and get funds as soon as the next business day. Repay automatically as you process payments, with zero workflow changes for your team.

What you’ll love:

• Pre-approval based on sales history: No paperwork or no credit pull—just fast, practice-ready offers.
• Simple, transparent fee: One fixed cost with no interest or penalties.
• Automatic, flexible repayment: A small percentage of daily card sales goes toward repayment, flexing naturally with busy or slower days.
• Funds as soon as next business day: Accept an offer and get money deposited quickly when you need it most.

How to Access PatientNow Capital

PatientNow Capital is invitation-only. Eligible practices will receive a pre-approval email automatically, based on their actual payment processing history in PatientNow Pro.

If you’re interested, just keep an eye on your inbox and make sure you’re subscribed to PatientNow emails so you don’t miss your offer when it becomes available.

• All loans are issued by Celtic Bank. All loans and offers are subject to credit approval, identity verification, and are subject to periodic review and may change without notice. Bank transfers are subject to review.

Enhancements

A Smoother, Smarter Waitlist Workflow

Managing your waitlist just got easier. You no longer need to add a patient to the schedule just to add them to the waitlist. Now, in PatientNow Pro, you can open “View Wait List" and click “Add New” to add a patient directly to the waitlist. You’ll also see a new “Facilities" field so you can capture the location the patient prefers.

What you’ll love:

• No more creating duplicate appointments—wait list management is now its own clean, separate workflow.

Fixes

• Refunds for Flat-Dollar Commissions Now Calculate Correctly: Refunding an invoice tied to a flat-dollar commission was previously adding the commission again instead of subtracting it. Refunds now correctly generate a negative commission entry, ensuring reports reflect accurate totals.
• MyPatientNow Registration Errors Resolved: Patients were getting stuck during registration because of registration fields that were hidden from the user. These hidden fields no longer trigger validation errors, so patient registration can now be completed without interruption.

We’re closing out November with a fresh, unified look across all PatientNow apps—bringing consistent branding to desktop, mobile, and the Patient Portal—plus a round of fixes that make reporting, upgrade prompts, and payment tracking smoother and more reliable.

New Releases

Capture Every Lead with Recura — Your 24/7 AI Assistant

You can now capture every opportunity with Recura, the newest member of the PatientNow family and your always-on AI growth engine.

What you’ll love:

• Never Miss a Lead: Recura responds instantly (or on your terms) to every call, text, and web inquiry—day or night—so you stay connected even when your team is offline.
• Book Consultations Automatically: Leads can schedule directly through Recura, turning interest into appointments without delay.
• Seamless PatientNow Integration: New consultations and client data flow right into your system—no manual entry or follow-up needed.

Ready to explore Recura? You can dive in and learn more in a few different ways:

• 👉 Get started today
• 🎥 Take the 3-minute guided tour

Enhancements

The PatientNow Rebrand- A Fresh, Unified Look Across the PatientNow Platform

You’ll now see the new PatientNow branding throughout the platform — including PatientNow Desktop, iOS/Mobile, Patient Portal [MPN], and Online Booking.

This update is purely visual — no changes were made to workflows, logic, or permissions. Everything you do today will work exactly the same tomorrow, just in a more cohesive and modern interface.

Why you’ll love it:

• A consistent, unified look across every PatientNow experience
• A modern design that connects the entire platform visually
• No workflow changes or retraining required

Clear User Visibility Between Pro and RxPhoto

When your team logs into RxPhoto using PatientNow Pro credentials, staff names now appear exactly as they do in Pro. No more “undefined” placeholders—each action in RxPhoto is clearly tied to the correct user.

Staff names are pulled directly from their PatientNow Pro profiles and shown in RxPhoto under “Profile Management”, so you can easily see which users are performing which actions.

Fixes

• Duplicate Payments Report: We’ve fixed an issue where payments could sometimes show up twice in the Charges–Payments–Adjustments report when two users made updates at the same time. Reports now display accurate totals every time.
• “Review Release Notes” Link: The Review Release Notes option in the desktop upgrade prompt now takes you straight to the correct Help Center page—no more outdated links.
• “Upgrade by” Date Link: Clicking the Upgrade by date in the upgrade prompt now opens the right Help Center article, so you’ll always land where you need to.

Growth funding, on your terms

Need fast, flexible business capital without the hassle of traditional lending? PatientNow Capital, powered by Parafin, offers pre-approved funding based on your actual card processing history.

No complicated paperwork or credit checks. One fixed fee. Just funds in your account—fast.

How It Works

• Pre-Approval: If your practice qualifies, you’ll automatically receive a funding offer based on your recent PatientNow payment processing history. No applications or credit checks required.
• One Transparent Fee: You’ll see one fixed fee upfront — no interest, and no late penalties.
• Flexible Repayments: A small percentage of your daily card sales is automatically applied toward repayment. You’ll pay less when business is slower and more when things are busy.
• Funds Fast: If approved, accept your offer and receive funds as soon as the next business day.
• Use It Your Way: Invest in what matters most — new equipment, marketing campaigns, payroll, or expanding your team. There are no restrictions on how you use the funds.

Eligibility & Pre-Approval Process

PatientNow Capital is not something you manually apply for. Eligibility is determined automatically by our partner Parafin based on your recent PatientNow sales history.

• No Manual Sign-Ups: We can’t add practices to a list or manually check eligibility.
• Automatic Invitations: If you qualify, you’ll receive a pre-approval offer by email.
• Timing: Offers are sent periodically as your sales data updates.

💡 Tip:

Keep an eye on your inbox and make sure you’re subscribed to PatientNow marketing emails so you don’t miss an offer.

Frequently Asked Questions

Where can I see my pre-approval offer?

In the PNP Payrix dashboard. Here you can view your pre-approval offer, apply for a loan, check funding status, and manage funds.

Who qualifies for PatientNow Capital?

Practices must be existing PatientNow merchants in business for at least six months with consistent processing volume. Startups without processing history are not eligible.

Is there a credit check or personal guarantee?

No. Offers are based solely on your payment processing history — no credit check or guarantor required.

When will I receive the funds?

In most cases, funds arrive in your account the next business day after accepting your offer.

How are repayments handled?

A fixed percentage of your daily card sales is deducted automatically until your balance is paid off.

Are there hidden fees?

No. You’ll see the single, fixed fee upfront before accepting the offer — no interest or late fees.

What can I use the funds for?

Anything that helps your business grow — marketing, staffing, equipment, inventory, or managing seasonal cash flow.

What happens if my sales slow down?

Repayments automatically adjust with your daily sales volume, so payments are smaller during slower periods.

Who provides the funding and support?

PatientNow Capital is powered by Parafin and backed by Celtic Bank. Parafin manages all servicing and repayment support.

What happens after I repay?

Once repaid, you may become eligible for new pre-approved offers — no reapplication required.

Need Help?

Learn more in our detailed Help Desk guide. If you have questions about your offer or repayment details, please contact Parafin Support.

We’re closing out October with updates that bring more clarity and precision to your workflows—from charting injectables with the correct units to smoother, more intuitive signature prompts. Plus, a big round of bug fixes across Online Booking, Reporting, iOS, and more.

Enhancements

Customize Injectable Measurements

You can now specify measurement units for each injectable—whether that's ccs, mLs, or units—giving you precision where it matters most.

Set the correct unit of measurement for each injectable product, and it'll carry through everywhere you need it:

• Patient Chart – Injectable tab displays your chosen units
• Injectable Types – Default presets respect your measurement preferences
• Reports – Injectable Patient With Lot Number report reflects accurate units
• Documentation – Encounter note snippets pull in the right measurements automatically

More accurate charting. Better reporting. Less confusion about what "2" actually means.

Require User Signatures

No more mystery about missing signatures. When users need to add their signature to chart or sign notes, they'll now get a clear prompt that tells them exactly what to do.

The signature prompt appears in two scenarios:

• Accessing a user profile without a saved signature
• Signing an encounter note on desktop or iOS

Instead of hitting a wall, users get straightforward guidance to complete their signature—keeping documentation flowing and charts compliant.

Fixes

Online Booking

• Location Button: Now responds on the first click for a smoother experience.
• Card Number Validation: Alerts users to invalid card numbers during checkout.
• Communication History: Online Booking appointments now appear correctly in the patient’s history.
• Countdown Timer: Timer continues accurately on the payment screen for consistent session timing.

Patient Portal

• Registration Field Settings: Edits now save correctly in MyPatientNow, even during initial syncs.
• Responsible Party Type: Selecting “I am the responsible party” now correctly remains as “Self.”

Treatment Pathways

• Action Dates: Automatically update when linked appointments are rescheduled, ensuring accurate treatment plans.

Reporting

• Product Names: Now display consistently across “Products by Received” reports.
• Payment Linking: Payments now correctly associate with active payment methods, even after replacements.

Invoicing

• Duplicate Payment Types: Each name must now be unique.
• Refunded Prepaid Items: Refunded items no longer show as received when redeeming other prepaids.

Workstation Computers

• Text Message Timestamps: Now reflect the user’s local time.
• Desktop Announcements: Display correctly on all screen scaling settings.

iOS

• Menus & Buttons on iOS 26: Top action, clinical info, and email menus now render and scroll correctly; Back button highlight removed.
• Document Margins: Encounter note templates with margins <1 inch now retain their original formatting after a user reviews and signs the document.

HighLevel API

• Status Codes: The /patients endpoint now returns correct and consistent 400 status codes for invalid, upper limit, or out-of-bounds parameters.