OfficePro Change Log

Texts and emails about an upcoming visit - scheduled, updated and telehealth messages, reminders, the check-out receipt and the portal booking confirmation - now say how long the visit is, for example for 60 min. Untick Tell the patient how long the visit is in Admin > Schedule to leave it out, or choose Always or Never for a visit type in the visit type editor.

The check-in icon from the schedule now also sits at the bottom of the encounter, the chart note and the treatment plan. Click it to check the patient in, check them out or undo a check-out without leaving the page, and point at it to see the check-in and check-out times.

If a service or product on a checked-out visit is added, removed, or changes in quantity, price, discount or tax, the check-in icon turns into a yellow warning on the schedule and in the encounter. Check Out (Save) records the changes and clears it. The service and product windows say when a visit is already checked out, and deleting a line from a checked-out encounter asks first.

Practices can now tag patients automatically in BackOfficePro by ticking rules: Seen recently, Lapsed / win-back, New client, Established client, Prospect (no visits yet) and Has an upcoming appointment. Tags are brought up to date every hour, removed when a rule is switched off, and tags staff added by hand are never touched. Patients who opted out of bulk messaging are skipped by default.

Patients carrying a tag can now be exported as a CSV for an outside marketing tool such as Mailchimp, for all tags or one tag at a time. The export follows the same rules as Bulk Messaging, so patients who opted out of bulk email are never included.

A gift card can now be redeemed from the patient's page against their overall balance, not only from inside a visit. The amount is capped at what the patient owes, and staff then choose which visits it applies to.

Practices can now add, edit and retire their own payment types and discount codes from the Admin page, instead of asking support. Discounts are entered as a whole percent. Built-in codes and codes already used on payments are protected from renaming, so history is never reclassified.

A gift card can now be cancelled or refunded, releasing the outstanding balance. Refunds are returned to the same tender that bought the card.

Practices can now add a short custom line to appointment reminder texts. The blurb is included in scheduled reminders and in the alerts sent when a visit is added or changed.

Sales tax regions, tax groups, and the rate each tax class receives in each jurisdiction can now be managed from the administration area rather than being configured behind the scenes.

Practices can now sell, look up, check, and redeem gift cards. A gift card dashboard shows outstanding balances and recent activity, and cards can be funded and checked from the patient record.

Visit types can now carry tags. Patients are tagged automatically by the kind of visit they book, and those tags can then be used to build messaging lists and reports.

Practices can now send one message to a whole group of patients at once. Build the recipient list from patient tags, preview the email or text before it goes out, queue the send, and follow delivery progress on a status screen.

Each visit type can now be configured to automatically add or remove patient tags whenever that type of visit is scheduled or created. Tags are applied across new appointments, recurring visit series, over-the-counter encounters, product returns, refunds, and refill orders, using an easy tag picker with autocomplete.

Practices using card payments can opt in to contribute a small percentage (default 1%, up to 5%) of each processed transaction to the profession. The contribution is split out of the transaction total without changing what the patient is charged, appears on every receipt, and is tracked on each payment and refund.

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.

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.

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.

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.

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.

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.

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.

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 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.

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.