OfficePro Change Log

The service group editor now saves each change as you make it, without reloading. Descriptions can be longer and keep characters such as &, # and +, which used to cut them short, and the order of the services is saved as set. A group that lists a deleted service opens normally, and adding it to an encounter skips that service instead of failing or adding the previous service twice.

Clicking the green check-in icon on the schedule removed the check-in instead of checking the patient out. It now records the check-out and its time and shows a green check mark, which can be clicked to undo the check-out. An orange dot means not yet checked in and a green tick means checked in.

Add Visit - Recurring and Add Meeting - Recurring now list every date before booking, marked Open or with the reason it does not fit, such as a holiday, day off, outside schedule hours, a busy provider or patient, or a room already taken. Each conflict comes with a suggested fix such as the nearest free time, and dates that still did not fit can be booked with one click from the results page. Meetings can include several providers and rooms.

The PaymentsPro home page now has a section for each card processor the practice uses, with a month switcher and a sidebar showing the month's sales, refunds, declines, voids and batches. A practice that changed processors still sees its older history, the CardConnect list now matches the main card list, and a voided CardConnect payment shows as Void instead of Declined.

Each card payment in PaymentsPro now shows where it was taken, with an icon for payments made in the patient portal or at the check-in kiosk beside the icon for how the card was entered. The payment detail window names the source too.

The BackOfficePro home now shows each area as a list beside a summary. Marketing Tags lists every tag with its patient count and a CSV download, Upcoming Auto Orders are grouped into Overdue, Due within 7 days and Later and show only orders the nightly run will place, and vendor reorder dates match the automatic purchase order run. The bulk send window moved under Settings.

The Process a Return and Process a Refund links on the patient screen now appear only to staff who can use them. Returns need ProductPro and administrator access; refunds need financial or administrator access. The screens behind them already refused everyone else.

The Admin page has a new Payments tab that brings together credit codes, gift cards and the card payment gateway. Links into Admin now open the right tab for every practice, including Lite practices. Before, some links opened the wrong panel or a blank page.

Which bank deposit a payment belongs to now comes from the payment type's own deposit group, set on the Credit Codes screen, instead of a fixed list. Payment types not yet grouped appear in their own Unassigned bucket. Types that never reach the bank are kept off deposits.

The encounter window now remembers the size you last used instead of snapping back on every reload, and the services and products area grows to fill the window height. Document viewer windows also remember their size, and double-clicking the viewer title bar saves the current size.

The encounter service search now lists code, CPT, title and price in separate columns, highlights matches regardless of capitals, and no longer fails on a search containing an apostrophe. The product search is wider and shows each product's pack size, so sizes of the same product are easy to tell apart.

Saving a visit can take several seconds while reminder texts and emails go out. Every save button, including the save-despite-conflict and suggested-time options in the conflict box, now locks as soon as a save starts and a Saving message appears, so a second click can no longer book the visit twice.

Users with Chart access can now open the Chart tab on a patient record, not only users with ChartPro or Administrator access. The chart history behind the tab also checks this permission itself, so it cannot be opened directly by a user without it.

The bulk messaging screen now lists only tags that still have patients on them, so an empty list is never chosen by mistake.

All reports now live in one Reports area with a consistent layout, a side navigation panel that highlights the report you are viewing, and a date range bar that appears only where a date range applies.

Gift card sales now post to QuickBooks as deferred revenue and are recognized when the card is redeemed, rather than being booked as revenue and a discount at the same time.

Sales tax is now worked out line by line using each product tax class and the ship-to jurisdiction, rather than applying one rate to the whole order. Orders that mix taxable, grocery, and exempt items now total correctly.

The scheduled reminder service now carries the practice reminder blurb through to every automated appointment text.

The printed patient financial history now includes every transaction in one document instead of breaking across pages.

Provider and resource schedules, check-in, reminders, and message timestamps now all use the practice time zone, so times displayed in one part of the platform match every other part.

Patient and staff phone numbers are now stored and matched in one consistent format across the platform, so text messages reach the right number.

Gift cards can now be applied as payment during an encounter, with card funding and full transaction history visible from the patient and visit screens.

The add-on settings screens for payments, Fullscript, label printing, e-prescribing, the NFC reader, text messaging, and practice styles have been reorganized into a consistent layout.

Adding or editing a staff user now handles password setup more clearly and applies the new password reliably.

The account status notice shown at sign-in has been updated, and practices with an arrangement in place can now be excluded from it.

New demo accounts now display step-by-step practice and user login credentials with clear guidance, making it easier for prospective practices to start exploring their live demo.

The over-allocated visits report has been rebuilt with a clean layout, date-range filtering, and clearer highlighting of visits whose payments exceed their charges.

The patient chart history now loads in pages with smooth infinite scrolling, so charts with many visits open quickly and load additional notes as you scroll.

When a scheduling conflict is detected, the save buttons stay disabled until staff explicitly choose to try again or save despite the conflict, preventing accidental duplicate visits. Clicking a suggested alternative time now saves the visit directly.

When a payment that included a profession contribution is refunded, the contribution portion is now refunded proportionally and reversed in the records automatically.

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

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.

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.

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

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

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.

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

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.

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

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.

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.

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.

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