Staff Training Outline

In order to make your patientNOW experience the best it can be, our trainers will follow this outline to train your staff after Configuration is Complete. For additional information, check out Configuration Outline. 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.

For your current and future staff, we hold semi-monthly webinars. Click on the links below to register for a specific session.

Staff Training 1: Overview, Demographics, and Scheduling

Staff Training 2: TextNOW, myPatientNOW (patient portal), myAppointmentNOW (online scheduling)

Staff Training 3: Invoicing and End of Day Close

Staff Training 4: Clinical Information and Document Creation (Charting and Notes)

And we continue to add new topics to the help site on a regular basis.

Note: Items marked with Å are for full practice users only.

	Watch the Staff Training 1 Video or Webinar 1. Your patientNOW Desktop 2. Configuring and Using Favorites 3. Adding a Patient & Patient Demographics 4. Your patientNOW Schedule
(if applicable)	Watch the Staff Training 2 Webinar. 5. TextNOW 6. What is myPatientNOW? 7. Sync Patient with MyPatientNOW 8. Retrieving the Patient's Online Username and Password in patientNOW 9. What is myAppointmentNOW 10. Patient Registration through myAppointmentNOW
	11. Patient Communications 12. Communications Hub 13. Task Lists 14. Using Treatment Pathways in the Patient Chart 15. Your Treatment Pathways Task List
	Watch the Staff Training 3 Webinar 16. Quotes 17. Invoice Basics 18. Receiving Items on an Invoice 19. Refunding a Patient Payment (Product Returns) 20. Award Points 21. Gift Cards 22. End of Day Close - Payment Reconciliation 23. Using Your Clover Mini
	Watch the Staff Training 4 Webinar. 24. Current Medical (Patient Medications) 25. Charting an Injectable Treatment 26. Laser Treatment 27. Document Creation 28. ePrescription Å
	29. Reporting in patientNOW 30. Pivot Tables - Flexible Reporting on the Fly
	31. Perform an Inventory Count or Adjust Inventory 32. Cost of Goods Sold for Products
	33. Video - Photo Management
Scanning	34. Scanning from a Local Scanner 35. BarcodeNOW