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.

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.

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.

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.

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.

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 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.

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

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.

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.