PatientNow Pro Integration Benefits & Automation:
Opportunity & Pipeline Automation to decrease manual data entry & drive reporting efficiency
Automate Google review collection after appointments
Automate post-appointment follow-up
Automate patient retention campaigns for specific treatment & service types
Collect data for better patient/client segmentation
Automated birthday campaigns
Platform Connection Requirements:
The integration uses AX Connect. The client must have paid API access with PatientNow which requires a monthly integration fee of $149 per month.
Aesthetix CRM does not collect any additional integration fee and completely sets up the integration for you.
Current Integration Available:
Two-way sync from PatientNow to Aesthetix CRM utilizing PNOW Webhooks and Aesthetix CRM Actions.
The Aesthetix CRM integration with PatientNow Pro utilizes webhooks, which enable near instantaneous (within 30 seconds) updates.
New Appointment Created Trigger
Appointment Status Update Trigger
New Patient Bill Created Trigger (includes all memberships, gift cards, etc.)
New Membership Created Trigger
Create New Patient in PatientNow From Aesthetix CRM (Manual & Auto Options)
Create New Contact in Aesthetix CRM From PatientNow (Automatic)
Get Patient Action
Contact Custom Fields Available:
Custom Field | Field Type | Custom Field Value |
PNOW ID | TEXT | {{ contact.pnow_id }} |
PNOW Appt Status | TEXT | {{ contact.pnow_appt_status }} |
PNOW Location | TEXT | {{ contact.pnow_location }} |
PNOW DOB | DATE | {{ contact.pnow_dob }} |
PNOW Last Order ID | TEXT | {{ contact.pnow_last_order_id }} |
PNOW Last Appt ID | TEXT | {{ contact.pnow_last_appt_id }} |
PNOW Membership Sold Date | DATE | {{ contact.pnow_membership_sold_date }} |
PNOW Membership Program Name | TEXT | {{ contact.pnow_membership_program_name }} |
PNOW Membership ID | TEXT | {{ contact.pnow_membership_id }} |
PNOW Membership Amount | MONETARY | {{ contact.pnow_membership_amount }} |
PNOW Primary Employee | TEXT | {{ contact.pnow_primary_employee }} |
PNOW Event Type | TEXT | {{ contact.pnow_event_type }} |
PNOW Appt Reason | TEXT | {{ contact.pnow_appt_reason }} |
PNOW Appt Comments | TEXT | {{ contact.pnow_appt_comments }} |