Staff Training by Role
To jump right in and start using patientNOW, register and attend one of the Live Staff Training Webinars or, click on your role below to review related materials on this site.
Live Staff Training Webinars
Click the links below to register.
Staff 1: Overview, Scheduling, and Demographics (Front Desk & Scheduling and Check-Out & Invoicing)
Staff 2: Internal Communications, myPatientNOW, myAppointmentNOW, TextNOW (All)
Staff 3: Quotes, Invoices, End of Day Close (Check-Out & Invoicing and Administration)
Staff 4: Clinical Information and Document Creation (Clinical and Administration)
Watch these Webinars and Videos.
You may also review these topics.
- Your patientNOW Desktop
- Configuring and Using Favorites
- Adding a Patient
- Patient Demographics
- Your patientNOW Schedule
- TextNOW
- Patient Communications
- Communications Hub
- Task Lists
If you are using the Patient Portal and Online Scheduling, you may want to look at these.
- What is myPatientNOW?
- Sync Patient with MyPatientNOW
- Retrieving the Patient's Online Username and Password in patientNOW
- What is myAppointmentNOW
- Patient Registration through myAppointmentNOW
Watch the Staff Training 3 Webinar
You may also review these topics.
- Invoice Basics
- Receiving Items on an Invoice
- Refunding a Patient Payment (Product Returns)
- Award Points
- Gift Cards
- End of Day Close - Payment Reconciliation
- Using Your Clover Mini
Watch the Staff Training 4 Webinar.
You may also review these topics.
- Current Medical (Patient Medications)
- Charting an Injectable Treatment
- Laser Treatment
- Document Creation
- ePrescription
- TextNOW
- Patient Communications
- Communications Hub
- Task Lists
Start with all the items under Front Desk & Scheduling, Check Out and Invoicing, and Clinical.