Document Template Library

This page is still under construction. Check back for frequent updates.

General Template Tips

  • Template names are for ease of access. You may rename them when you import into your patientNOW system.
  • Just replace the patientNOW logo at the top with your own.
  • The shading is designed to work with both color and black and white printers. If you would like help customizing the color, contact your trainer.

Each Section generates differently. For definitions for each section, see

Billing Templates

Section Template Template Tips
Billing Submit to Insurance - Immediate Sale Invoice

Performing Provider comes from the Invoice Provider. You may wish to remove the link fields and type in the name, address, and NPI of your practice.

You must have a CPT code configured for the procedure in Administration | Financial Admin, Procedures tab in order for the CPT to appear after the procedure name.

There is no way to attach diagnoses to an Immediate Sale Invoice. If you wish the diagnoses codes to print, you will need to enter them in the Comment on the Invoice.
Billing Submit to Insurance - Prof Insurance Invoice Performing Provider comes from the Invoice Provider. You may wish to remove the link fields and type in the name, address, and NPI of your practice.
Billing Patient Statement - Prof Insurance Invoice

Warning: this template prints one invoice only! If you wish to print a statement for a patient that covers 2 or more invoices, you must use the Back Office | Reports/Analysis, Financial tab - Patient Statement report.

In general the Patient Statement billing template is used for insurance invoices, but it can be printed and used with other invoice types.

The return address comes from the Treatment Pathway Office Location. If you don't use Treatment Pathways or do not want to use that address, replace the <TF.Office.> link fields with your practice name and address.
Charge Capture Charge Capture with Insurance Since Charge Capture is only used for practices who are using a 3rd-party billing company, this is only useful to give to patients and/or send to billing company.

 

Consents

Consent VI Peel Consent Initials and signature are using the 50% Initials and signature link fields to minimize distortion of the document.

Email Templates

Email Membership Payment Confirmation

Designed to work with Membership Plans that are using securePayNOW to make automatic monthly charges to the patient's credit card.

The office phone to call to schedule may not be exactly available as a link field. You may need to type the appropriate number into the template.

Encounter Notes

Encounter Injectable Treatment Note

Documents treatments from the Patients | Clinical Information, Injectables tab.

Has spots for 2 treatments (e.g. Restylane and Botox)