PatientNow Essentials

PatientNow Essentials Integration

Aesthetix CRM is the CRM aesthetic practices run alongside PatientNow Essentials. The API connection keeps the two current in both directions: PatientNow stays your clinical system of record, while Aesthetix CRM captures leads, handles patient communication, and runs reactivation campaigns off the visit and spend history PatientNow already holds.

Sync Direction

Two-way, with patient creation back

Mechanism

Webhooks

Latency

15 to 30 seconds

Integration Fee

$149/mo, paid to PatientNow

Integration fees are separate from your Aesthetix CRM subscription, and every integration is available on every plan. Some EMRs also charge their own setup or ongoing API fees on top of this, which are billed by them directly.

Integration Platform

  • AX Connect

How PatientNow Essentials Works With Aesthetix CRM

Triggers

Events in PatientNow Essentials that update Aesthetix CRM

  • New Patient Created
  • Patient Updated
  • New Appointment Booked
  • Appointment Status Update
  • New Order or Checkout
  • Membership Order

Actions

What Aesthetix CRM does back in PatientNow Essentials

  • Create Patient in PatientNow Essentials

Before You Connect

  • Paid API access with PatientNow.
  • AX Connect provisioned for your account.
  • First name, last name, email and phone on the contact.

Good To Know

  • PatientNow Essentials has no cancelled status, so cancellations cannot move a pipeline stage automatically.
  • No-show updates arrive in an overnight batch rather than in real time.
  • Last visit data updates from order checkout, not from the appointment booking.

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