OfficePro Change Log

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.

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.

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.

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 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.

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.

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.

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.

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.

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.

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.

The patient portal now shows a loading indicator while searching for a practice and during sign-in, so patients can see their request is being processed.

Patients can now show or hide their password while typing on the patient portal login page, reducing login errors from mistyped credentials.