Use PatientNow with Clinvello
Keep the relevant PatientNow product in place while testing a clearly assigned Clinvello workflow. Product edition matters when reviewing export and integration scope.
Keep your current system working.
Keep PatientNow as the source of existing appointments and records. Start with a read-only review, then move one approved AI workload. Give every message, booking and follow-up one active owner.
Connection availability is owner-confirmed. Confirm the exact actions, account permissions and location coverage during setup.
Connect, test, then move the work.
- 01
Choose the first workload
Pick one task: after-hours inquiries, lead follow-up or a morning brief. Record how it works today, which clinic records it uses and what a successful handoff looks like. Keep the existing process available during the pilot.
- 02
Add the PatientNow connection
Ask the implementation team to demonstrate the supported PatientNow connection for your plan and location. Review requested permissions with the account administrator and confirm the actual authorization process before granting access.
- 03
Start with read-only access
Review the matched locations, providers, services and timezones. Compare the records with PatientNow before enabling writes. Use the read-only report to establish a baseline without changing bookings or sending patient messages.
- 04
Assign workload ownership
Agree on the source system, location, approved responses, contact rules and escalation owner. Ask the implementation team to demonstrate the controls. Review overlapping automations in PatientNow; only one system should send each reminder or follow-up.
- 05
Test the complete workflow
Use synthetic records to test the inquiry, booking, cancellation and staff handoff. Inspect the final record in PatientNow. Check permissions and supported actions before enabling booking writes for your clinic.
- 06
Enable a limited rollout
Approve one location or time window. Review action history and failed tasks with the clinic team. Expand when the clinic accepts the results; pause the workload and return to the prior process if a material discrepancy appears.
PatientNow: what to check.
Ask the team to confirm the exact PatientNow product, connection method, permitted actions and access-removal process. The support page is not proof of a particular Clinvello operation.
- An assisted-export statement does not establish every record type or attachment format.
- Confirm whether photos in RxPhoto require a separate retrieval process.
- Keep existing record access until any proposed export has been checked for completeness.
Before you approve the next stage
- Which PatientNow edition and additional products does our clinic use?
- Which reads and writes are available to Clinvello on our account?
- What data, attachments, fees and timeline will an export request cover?
Leave the original clinic system in place. Move the next workload only after the first one passes the clinic’s checks.
Source guidance
The links below support the source-system export and access notes. The checklist is editorial planning advice, not verified Clinvello screen instructions or evidence of a completed migration.
- PatientNow support and data-export statement (opens in new tab) ↗Source review · 2026-10-29
Ready to move the whole operation?
See it in your clinic software.
Ask us to demonstrate the booking, handoff and reporting your clinic needs.