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Configuration Outline

In order to make your patientNOW experience the best it can be, our trainers will follow this outline to successfully configure your system and train your staff.

Note: Items marked with Å are for full practice users only. Items marked with Ö are recommended to complete before using your patientNOW system.

For video assistance, check out our Configuration Basics video. In addition, we offer a weekly orientation, every Wednesday at 9:30 AM Mountain Time to get you started configuring and using your patientNOW system. Click here to register for the next orientation session.

	1. Adding or Disabling a User Ö 2. Review Commissions
	3. Configure SMTP Settings (to send Appointment Reminders) Ö 4. Configuring Appointment Types and Configuring Appointment Reminders Ö 5. Cancellation Reasons 6. Confirmation Reasons 7. Appointment Flow Status 8. Configuring Schedule (Appointment Resources) Configuring Schedule (Appointment) Resources 9. Configuring the Schedule Ö 10. Configuring Patient Registration Fields 11. Configuring myPatientNOW 12. Configuring myAppointmentNOW
	13. Medical History (Configuring Personal Medical History List , Configuring Family Medical History List , Configuring Social History Questions & Answers 14. Chief Complaints 15. Injectable Types 16. Laser Treatment Types and Spots Laser Treatment Types and Spots
	17. Configuring Award Points 18. Procedures (Procedure Categories and Procedures) Ö 19. Configuring Coding Quick Picks Å 20. Sales Packages 21. Payment Methods and Types Ö 22. Tracking Brilliant Distinctions and Aspire 23. Discount Reasons 24. Promotional Discounts and Memberships
	25. Document Template Configuration 26. Review Existing Templates and Disable if desired 27. Contact your trainer to build a template with you and review import and export how-to 28. QuickNote Snippets Configuration
	29. patientNOW Address Book 30. Service Facilities Ö 31. Providers Ö
	32. Configuring Inventory 33. Configuring Inventory (Manufacturers, Vendors, and Product Categories) 34. Configuring Products Configuring Products 35. Configuring On-Hand Reasons for Inventory Adjustments 36. Perform an Inventory Count or Adjust InventoryYou may need to wait until the night before you Go Live to enter the actual count.) 37. Configuring Sales Packages 38. Configure Commissions
	39. Configuring Referral Source and Detail Ö
	40. An Introduction to Treatment Pathways 41. Best Practices for Treatment Pathway (Workflow) Design 42. Coordinators
	43. Prescription Writer Role/Access Å 44. Provider Information Necessary for Prescribing Å 45. Configure Medications and Medication Packages Å
Additional Options	Patient Documents Tab Configuration