OfficePro Change Log

In the portal's secure messages a reply was a single line and lost its line breaks, and on phones the page footer covered the reply box and the keyboard. The reply box now takes several lines and keeps them, the footer no longer covers it on small screens, and the page's automatic refresh waits while a reply is being typed.

Patients who book a visit in the portal now receive a confirmation email with the date and time in the practice's time zone, how long the visit is, the provider and visit type, the telehealth link for a telehealth visit, an intake link where the visit type uses intake, and a link back to the visit. The practice receives a copy.

Subscribing to a product in the portal cleared the dosing instructions on the patient's auto-order, so later refills went out without them. The plan's dosing is now kept, and a new subscription takes the dosing from the patient's latest prescription for that product. Plans subscribed through the portal before this change may need their dosing re-entered.

A patient who subscribed again in the portal to a product whose auto-order had been cancelled was charged, but the auto-order stayed ended and no refills followed. Subscribing again now restarts it, keeping any end date a provider has set in the future.

A patient on auto-order who also bought the product in the portal received both, because the purchase did not change the schedule. Buying a product in the portal now moves its next auto-order to a full interval after the purchase, and the order window tells the patient that the product is already on auto-order and whether a refill is already being prepared.

Patients changing an auto-order in the portal could set its next date to today, which sent a refill that night on top of the order they were paying for. The field is now Next refill date and cannot be set to today or earlier, and the checkout shows the real next refill date.

Each document type in OfficePro's document settings has a Portal box, which makes that type available to patients in the portal, but the portal showed every document on the patient's record whatever it said. The portal now shows only documents whose type has Portal ticked, plus documents the patient uploaded, on the Documents page and on past visits.

Patients signed in to the patient portal stayed signed in until they closed the browser, however long it sat unattended. A portal sign-in now ends after two hours without activity, and the next page asks the patient to log in again before returning them to where they were. Every patient was also asked to sign in once more when this update went out.

The order confirmation email from the patient portal said the order came through the Practice patient portal instead of naming the practice, and the notice that a patient signed an agreement gave the practice's own name instead of the patient's. Both now show the right names. An auto-order placed without a refill interval now asks for one instead of hanging.

Card payments made in the patient portal are now confirmed with the card processor before they are posted to the patient's account, a payment with the card on file can no longer be larger than the balance owed, and refreshing the page can no longer charge the card twice. If a payment cannot be confirmed, the patient is asked to contact the office.

Portal product orders picked up at the clinic were taxed at the rate for the patient's home address, which could differ from the clinic's rate, and the checkout page could show a different tax from the one charged. Pickup orders are now taxed at the clinic's rate, and the tax and total update when the patient switches between Pick up at clinic and Ship to my address.

Appointment types that require a deposit could, in some cases, be booked online without the deposit being paid. They now book only after the payment has been confirmed by the card processor, within two hours of paying, and each payment books one visit. Practices that do not take card payments in the portal are not affected.

On the patient portal's return-visit intake, the boxes for what made a problem better and what made it worse were labelled the wrong way round, so each answer was saved under the opposite heading. The labels are corrected and the answers already given have been switched back. Intake PDFs saved before the fix, and any note text copied from them, still show the two reversed.

On the portal's return-visit intake, a patient with no concern yet on the visit could save a new concern that never appeared, after which the New Concern choice stopped responding until the page was reloaded. Saved concerns now appear with an Edit button and an Add Another Concern button. Editing a concern also keeps a changed onset date and its associated symptoms, and Mark as resolved no longer shows a stray popup.

The ApptPro Admin page now has a sidebar for the month showing Appointments Booked Online, with how many were canceled online, and Agreements Signed Online, with how many patients signed and the three most-signed agreements. Bookings are counted by the day they were made, and arrows step between months.

A patient with several visits today now appears once on the kiosk check-out list and checks out of all of them together, unticking any they are not finishing yet. One card payment is split across the visits, the emailed receipt shows each visit's share, and if the front desk posts a charge meanwhile the kiosk shows the new total before charging.

When a patient with a saved card taps Finish Check-Out on the kiosk without paying what is due, the kiosk now reminds them of the balance and changes the button to Finish Without Paying. A second tap still completes check-out, so nobody is held up, but no one leaves thinking their copay was collected.

Signing an agreement at the kiosk or in the patient portal waited for the signed PDF copy to be made, so when document generation was slow the patient was left on a spinning Sign button and repeated taps piled up. The patient now moves on as soon as the signature is saved, and the PDF copy is filed afterwards.

Paying with a saved card at kiosk check-out failed with a payment gateway error before the card was charged, so patients had to pay at the front desk. Kiosk card payments now go through, a practice without card payments set up sees a clear message instead, and the emailed receipt shows the practice logo and a readable next appointment date.

A product the practice has discontinued is now marked Discontinued in the patient's portal cart, so a patient still holding it from an earlier visit can see it is no longer available instead of expecting it to ship.

Agreements for a loaned ChartPro tablet are now signed once per practice and cover every tablet, instead of prompting again on each device or after a reset. Established practices are asked only for the device loaner addendum, not the full new-practice agreement set.

The check-in kiosk now rests on a welcome screen in the practice's colors, with its logo, a tap-your-card prompt and large Check In and Check Out buttons. A patient who taps a card is greeted by first name with their appointment time, visit type and provider before continuing.

The upcoming appointment notice on the patient portal home page now names the provider correctly, and leaves the name out instead of showing a blank when no provider is assigned.

A missing tax rate no longer prevents the products page from loading in the patient portal.

Practices can now embed a contact and question form on their own website. Enquiries arrive as a message in OfficePro and are acknowledged by email.

The patient portal now shows times in the practice time zone and stores phone numbers in one consistent format, so reminders and confirmations reach the right number at the right time.

Patients can now read and sign practice agreements directly on the check-in kiosk, with a refreshed welcome and thank-you experience.

Patients can now check out at the practice kiosk, paying for their visit and any products before they leave. A receipt is emailed automatically.

When a visit requires an intake form, patients now receive a text message with a secure link to complete their intake before the appointment, in addition to the emailed link.

Resolved issues on the patient-facing portal and intake screens for a smoother, more reliable patient experience.

The intake review document has been redesigned with a cleaner, mobile-friendly layout and now surfaces more of what patients submit, including insurance details, a daily wellness check-in, expanded demographics, primary care provider information, and a richer history of present illness with severity ratings and progress since the last visit.

A new Daily Wellness section has been added to the patient intake, allowing patients to record sleep, energy, mood, stress, and other wellness measures that are saved to their chart.

Improved patient portal sign-in, sign-up, and logout so patients stay reliably logged in during their session and account confirmation emails are sent to the correct address.

The NaturaeSoft patient portal including online scheduling, intake forms, and patient messaging is now running on the production environment. Practices using the portal embed on their website will have their links updated automatically.

The patient kiosk now includes a lock button that prevents unauthorized access to staff areas. Staff can unlock the kiosk using a time-based authenticator code, providing secure access control on shared kiosk devices.

Practices can now have patients electronically sign key agreements at the ChartPro kiosk, including Terms of Service, Privacy Policy, and Business Associate Agreement, with a digital signature workflow and PDF confirmation.

Patients without a saved payment card can now add a card on file during the checkout process, and can update their card from the account page at any time, making payments and future checkouts more convenient.

A timezone calculation issue that caused appointment availability to show incorrect time slots for practices in certain time zones has been resolved, ensuring patients see accurate scheduling options.

When patients book appointments online, the system now validates that an appropriate room and resource are available for the selected visit type before confirming the slot, preventing scheduling conflicts.

For practices with BillPro, the kiosk check-in flow now prompts patients without an active insurance case to enter their insurance information, with preferred payers pre-populated at the top of the list.

The patient portal login flow has been streamlined. Date of birth is now only required when multiple patients share the same email address, reducing friction for the majority of patients.

Patients can now log in to the patient portal using their existing Google account, streamlining access for patients who prefer not to manage a separate username and password.

Patients can now review and electronically sign practice agreements directly within the patient intake workflow, eliminating the need for paper forms and keeping signed documents on file digitally.

Multiple improvements to the patient portal registration flow have been completed, including better form accessibility, clearer field labels, and a smoother sign-up experience.

The patient portal can now be embedded into a practice website with improved compatibility and error handling for a seamless patient experience.

Patients can now book appointments online directly through the patient portal, with scheduling availability visible from the patient home screen.

Patients now receive SMS messages for appointment confirmations, intake forms, and other practice communications directly to their mobile phone.

The patient registration form has been updated with improved date of birth input, clearer field grouping, a loading state on submission, and better accessibility across all form elements.

Auto-refill order handling in the patient portal has been updated to better support scheduling, product updates, and order tracking for recurring purchases.

The checkout flow in the patient portal has been updated with improved product pricing, a cleaner layout, and a more reliable purchase experience.