OfficePro Change Log

When a product is marked inactive while patients still have it in their cart or on an auto-order, OfficePro now opens a review screen listing those patients. Staff choose who to notify, edit the message, and can cancel the auto-orders in the same step. Carts and auto-orders also show a Discontinued badge.

ProductPro settings now include an Edit Locations screen for adding, renaming, ordering and retiring the shelf locations where products are stored, which previously only support could set up. Retired locations drop off the product form's list, except on products already assigned to them.

Typing a product name on the Add Product form now suggests matching Fullscript catalog products you do not already stock. Choosing one fills in the name, code, pack size, price and vendor, and links the product to Fullscript.

Practices can now browse the Fullscript catalog from the product list, ranked by how often products are recommended across the NaturaeSoft network, and import selected products in bulk, creating vendors from brands. Existing products can be linked to their Fullscript match, and imported products receive default dosing instructions.

Each product can now be assigned a tax class of Standard, Grocery, or Exempt from the add and edit product screens, so items that are taxed differently are priced correctly at checkout.

The Patient Auto Orders page now offers a By Date view that lists every active auto-order across all patients, grouped into Overdue, Due This Week, and Later and sorted soonest-first, alongside the existing By Patient view.

When a purchase order is generated, a structured data file is now automatically created and emailed alongside the order. This file can be used for importing orders into accounting or inventory systems.

A 45-day interval has been added to the auto-refill schedule options, giving practices a mid-range choice between the existing 30-day and 60-day frequencies.