PatientEngine4.23.1

Schedule Patients, on Demand.

In todays world no one is is picking up the phone. Yet, “90% of people read a text message within the first 3 minutes” and 89% of your patients prefer them to phone calls and emails. So the next time your friend tells you they’re “just seeing this now” a day later, they’re lying. Take our word for it.

We make texting easy, including enabling your current business phone number to text patients.

With PatientEngine, you’ll be able to:

Automatically follow up with leads via text, email, live call transfers, voicemail drops and Facebook messenger
Create campaigns to bring back past patients
Convert leads into patients
Build Google reviews from satisfied customers
Schedule and confirm appointments

Save Time & Money

Still making phone calls to confirm appointments or reach out to new customers? Today, phone calls are inefficient, and worse, ineffective.

PatientEngine allows you and your patients to quickly exchange messages, without having to wait for a time when both parties are free. PatientEngine clients quickly see upwards of 50% time savings per staff member when using text vs the phone.

Manage and Automate Your Lead Pipeline

Tired of using messy spreadsheets to track all your leads?

Or even worse you don’t know which lead came from which source and what part of the customer journey they’re in?

Use our drag and drop, visual pipeline management tool to easily see what stage of the customer journey your leads are in, what source they came from as well as be able to automate follow up messages based on what stage they’re in!

Calendar to Manage and Auto Book your Leads and Patients

No longer do you have to chase leads to book their appointment. Now you can use our native calendar widget to have leads book themselves through your advertising campaigns and/or place it on your website so you can book more appointments from your website visitors.

All of the confirmation and reminder messaging can now be completed automated and you can even create a voicemail reminder. This alone will drastically reduce your no show rates while simultaneously saving your staff hours per week of chasing and remind patients about their appointments!

Version History Bug Fixes & performance Improvements 4.23.1 Aug 27 Bug Fixes & performance Improvements 4.20.0 Jul 24 Bug Fixes & performance Improvements 4.19.1 Jul 23 Bug Fixes & performance Improvements 4.15.1 May 26 Bug Fixes & performance Improvements 4.11.1 Mar 26 Bug Fixes & performance Improvements 4.10.3 Mar 14 Bug Fixes & performance Improvements 4.3.1 12/03/2025 Bug Fixes & performance Improvements 4.0.3 10/17/2025 This update includes minor improvements to keep things running smoothly. 3.103.5 07/23/2025 This update includes minor improvements to keep things running smoothly. 3.97.4 05/09/2025 This update includes minor improvements to keep things running smoothly. 3.97.3 04/29/2025 ## Payments
- Support for Square, Authorize.net, and NMI payments.
- Square readers are supported for accepting payments.
- Added invoice payment plans & inventory search.

## Social Planner
- Introduced media optimization and watermarking features along with new filters.

## Conversations
- Enabled group chat creation.
- WhatsApp CTA templates supported.

## Contacts
- Enhanced contact addresses with copy & open map options.

## Improvements
- Stability improved. 3.95.7 04/11/2025 ## Payments
- Support for Square, Authorize.net, and NMI payments.
- Square readers are supported for accepting payments.
- Added invoice payment plans & inventory search.

## Social Planner
- Introduced media optimization and watermarking features along with new filters.

## Conversations
- Enabled group chat creation.
- WhatsApp CTA templates supported.

## Contacts
- Enhanced contact addresses with copy & open map options.

## Improvements
- Stability improved. 3.95.6 04/09/2025 - Support for Square, Authorize.net, and NMI payments.
- Square readers are supported for accepting payments.
- Added invoice payment plans & inventory search. 3.95.2 04/02/2025 • Support for multiple Facebook & Instagram pages in conversations
• Option to select a phone number for SMS
• Internal comments feature added
• Enhanced Contacts UI/UX
• Manually mark zero-amount invoices as Paid

Update now to enjoy a smoother, more reliable app! 3.92.1 02/12/2025 - Added support for creating, accepting, and processing payments for Estimates.

- Introduced integration with Stripe Readers for accepting payments on POS and Invoices.

- Ability to communicate via Custom Conversations providers

- Enabled the ability to draft messages.

- SMS snippets can now be sent via the WhatsApp.

- Introduced the ability to archive conversations for better management.

- View events from Multiple calendars

- Share calendar links 3.87.1 12/06/2024 * Fixes and feature improvements
* Performance and stability improvements 3.81.0 10/03/2024 * Fixes and feature improvements
* Performance and stability improvements 3.80.2 09/13/2024 * Fixes and feature improvements
* Performance and stability improvements 3.73.1 06/06/2024 * Fixes and feature improvements
* Performance and stability improvements 3.72.4 05/21/2024 * Fixes and feature improvements
* Performance and stability improvements 3.72.3 05/15/2024 * Fixes and feature improvements
* Performance and stability improvements 3.65.7 02/06/2024 *Bug fixes
*Stability and performance improvements 3.51.1 11/18/2023 *Bug fixes
*Stability and performance improvements 3.49.26 08/24/2023 *Bug fixes
*Stability and performance improvements 3.49.18 08/17/2023