OfficePro Change Log

Practices can now assign a tap-to-pay NFC card to each patient by tapping the card on a connected reader, with a one-click installer for the NFC bridge software. Assigned cards are stored on the patient record and can be replaced or removed at any time.

Patient and contact searches now also match on email address, making it easier to find the right record when only an email is known.

The Save button on the add and edit visit screens is now disabled while a visit is being processed, preventing accidental double-booking from multiple clicks.

The patient check-in alert sound now plays only once per arrival, eliminating repeated notification chimes for the same check-in.

After scheduling or updating a visit, staff now see an on-screen confirmation showing whether an email, a text message, or both were sent to the patient.

When an appointment is cancelled or deleted, patients can now be automatically notified by email and text message that their visit has been cancelled, with a prompt to contact the office to reschedule.

When a visit is scheduled or updated, patients can now receive both an email and a text message confirming the appointment details, including an easy option to reply with questions or to reschedule.

Practices can now choose, in schedule settings, to have appointment alerts pre-selected by default whenever a visit is added or edited, so patients are kept informed without staff having to remember to check the box each time.

Added a preview for the patient intake request email so staff can see exactly what patients will receive before sending intake invitations.

Saving weekly working hours for a room or resource now works reliably even when no schedule existed before, and the system no longer creates empty placeholder schedules just from opening the editor.

Payments that have been refunded now clearly display a REFUNDED status, and the Refund option is automatically hidden once a payment has already been refunded to prevent duplicate refunds.

Staff can now refund credit card payments directly from the processed payment screen. A new Refund button opens a simple window where you confirm the amount and send the refund to the patient's card, with the patient's credit balance updated automatically.

Updated the monthly visits-by-provider pie chart so provider visit totals display accurately and consistently in reports.

Adding a non-inventory product to an encounter no longer triggers an unnecessary on-hand stock warning, streamlining checkout for services and non-stocked items.

The daily room and resource schedule views now correctly display every visit assigned to a room, including visits booked directly to a room without a separate resource assignment.

Administrators can now see when a staff account is locked from failed sign-in attempts and unlock it with a single click directly from the Users list, without waiting for the lockout to expire.

The IP authentication setting now uses a simple on/off switch that instantly shows or hides the approved IP address list and confirms changes without reloading the page.

Administrators who have not yet set up two-step login verification now see a reminder banner with a quick link to configure it, helping keep admin accounts secure.

Administrators can now turn on two-step login verification for all staff users at once with a single switch in User Administration, strengthening account security.

Adding an item to a patient cart now safely stops with a clear message if the product cannot be found, instead of producing an error.

Fixed resource schedule views so a visit that uses more than one of the same resource now displays correctly across the daily and weekly resource and room calendars.

The document viewer now resizes to fill the window, giving staff a larger, cleaner view of patient documents and PDFs without cramped scrolling.

Practices can now set their own primary, accent, and background colors from the Admin settings to personalize the look of OfficePro across the application.

Fixed an intermittent issue where marking a message complete would not save, causing the message to reappear when the list was refreshed.

Phone numbers shown in document headers are now consistently formatted for a cleaner, more professional appearance.

Fixed garbled text characters that were appearing in news posts and system update notifications within the application. Content now displays correctly in all cases.

Fixed an issue where a password reset link could stop working shortly after being used, causing staff to be locked out even after successfully setting a new password.

When a staff member opens a support post from within OfficePro, it now appears in a styled overlay window with the practice header rather than navigating away from the current screen.

The practice logo is now displayed in the header of patient-facing documents generated by the system, such as encounter summaries and receipts, providing consistent branding across all printed and digital materials.

Appointment reminder messages were being sent at incorrect times for practices in certain time zones. The auto-reminder service now correctly calculates reminder windows using each practice's configured timezone.

Fixed an issue that could allow a login attempt to succeed with an incorrect password under specific conditions. All authentication is now consistently enforced.

The visit details popup has been reorganized to present visit information, provider, billing codes, and encounter status in a more structured and readable layout.

NaturaeSoft support staff are now required to verify their identity with a second factor before accessing the support portal. This ensures that only authorized personnel can reach practice data during support interactions.

Timezone settings throughout the application have been updated to use universally recognized timezone identifiers. This improves accuracy for practices in daylight-saving-sensitive regions and ensures consistent time display across devices.

A record is now created each time an internal staff message is sent, improving the ability to review communication history for compliance and follow-up purposes.

When a staff member opens a visit, note, or document that has since been deleted, they now see a clear message explaining that the visit no longer exists. The window closes automatically after a few seconds instead of showing a technical error.

Administrators can now configure two-step login verification individually for each staff member in the Edit User screen, including which verification method each user will receive.

Staff accounts can now be secured with two-step login verification. After entering a username and password, users confirm their identity with a code from an authenticator app or a code sent by text message.

A Data Disposition Addendum has been added to the legal documents available within the platform, outlining how patient and practice data is handled at the end of a service relationship.

The NaturaeSoft Terms of Service and Privacy Policy documents have been updated. Customers can review the current versions from the account and legal sections of the application.

The PDF generation system has been overhauled with a modern, dedicated service replacing the legacy library. This improves the reliability and maintainability of all document generation across the platform.

OfficePro can now be installed directly on a desktop or mobile device like a native app. Staff can add it to their home screen or taskbar for faster access without going through a browser each time.

Fixed the real-time check-in indicator so that patients who have just checked in at the kiosk are immediately visible to staff at the front desk without requiring a manual refresh.

Fixed broken page navigation on the patient product list when results spanned more than one page. The page links were generating incorrect addresses, preventing staff from viewing additional results.

The password field on the login page now submits the form when the Enter key is pressed, so staff no longer need to click the Login button after typing their password.

The platform now automatically sends appointment reminders to patients via SMS ahead of their scheduled visits, helping reduce no-shows without requiring manual staff follow-up.

Documents generated by the platform can now be downloaded with a specific filename, making it easier to organize and identify exported files.