OfficePro Change Log

Practices using card payments can opt in to contribute a small percentage (default 1%, up to 5%) of each processed transaction to the profession. The contribution is split out of the transaction total without changing what the patient is charged, appears on every receipt, and is tracked on each payment and refund.

Practices can now assign a tap-to-pay NFC card to each patient by tapping the card on a connected reader, with a one-click installer for the NFC bridge software. Assigned cards are stored on the patient record and can be replaced or removed at any time.

After scheduling or updating a visit, staff now see an on-screen confirmation showing whether an email, a text message, or both were sent to the patient.

When an appointment is cancelled or deleted, patients can now be automatically notified by email and text message that their visit has been cancelled, with a prompt to contact the office to reschedule.

Practices can now choose, in schedule settings, to have appointment alerts pre-selected by default whenever a visit is added or edited, so patients are kept informed without staff having to remember to check the box each time.

Added a preview for the patient intake request email so staff can see exactly what patients will receive before sending intake invitations.

Staff can now refund credit card payments directly from the processed payment screen. A new Refund button opens a simple window where you confirm the amount and send the refund to the patient's card, with the patient's credit balance updated automatically.

Administrators can now see when a staff account is locked from failed sign-in attempts and unlock it with a single click directly from the Users list, without waiting for the lockout to expire.

Administrators who have not yet set up two-step login verification now see a reminder banner with a quick link to configure it, helping keep admin accounts secure.

The support portal account area now lists the devices registered to a practice and the webinars available to its staff.

After reviewing an AI-generated chart note, providers are now prompted to rate their experience with a quick satisfaction survey. This feedback is used to continuously improve the quality of AI-assisted charting.

ChartPro Kiosk now supports real-time speech transcription that streams text as audio is captured using the device's own processing capability. This significantly reduces transcription wait times and allows providers to review and edit the transcript before generating a chart note.

After recording is complete, providers can now review the full raw transcript before sending it to ChartPro AI for note generation. This allows any obvious errors or irrelevant content to be addressed before the AI produces the chart note.

A usage indicator is now displayed on the ChartPro AI launch button showing how many AI notes have been generated this month relative to the included monthly limit. The counter turns red when approaching or exceeding the limit.

The ChartPro AI Assistant can now be launched during video telehealth visits, allowing providers to capture an AI-assisted SOAP note from a virtual appointment in the same way they would for an in-office visit.

If a provider opens a ChartPro AI session but has not pressed the record button within a few seconds, the interface displays a prompt reminding them to start recording. This reduces the chance of an encounter being documented without any audio captured.

A pause button has been added to the ChartPro AI listener. Providers can pause audio capture mid-encounter without ending the session and resume when ready without losing any previously recorded content.

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.

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.

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.

The Electronic Remittance Advice list now shows a direct link to the posted insurance payment for each remittance, so staff can jump straight to allocating that payment.

A dedicated list of Electronic Remittance Advice records is now available in BillPro, giving billers a centralized place to review all incoming remittances across their clearinghouse accounts.

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.

NaturaeSoft support staff are now required to verify their identity with a second factor before accessing the support portal. This ensures that only authorized personnel can reach practice data during support interactions.

Staff accounts can now be secured with two-step login verification. After entering a username and password, users confirm their identity with a code from an authenticator app or a code sent by text message.

A Data Disposition Addendum has been added to the legal documents available within the platform, outlining how patient and practice data is handled at the end of a service relationship.

The PDF generation system has been overhauled with a modern, dedicated service replacing the legacy library. This improves the reliability and maintainability of all document generation across the platform.

OfficePro can now be installed directly on a desktop or mobile device like a native app. Staff can add it to their home screen or taskbar for faster access without going through a browser each time.

Kiosk tablets can now be remotely managed through the Fully Kiosk Cloud platform. Administrators can link devices, push updated settings, and send commands to deployed tablets directly from the Device Management console without requiring physical access.

Staff and administrators can now unlock the ChartPro kiosk using a time-based authenticator app code, adding a secure second factor for accessing patient charting on shared kiosk devices.

New screens for tracking pending hardware orders and demo device requests. Staff can view, manage, and provision devices from a centralized interface, including selecting the correct kiosk profile for each device type.

A new Devices tab has been added to the OfficePro Admin section. Administrators can view their current device subscriptions, browse the available hardware catalog, and submit demo or order requests directly from within the application.

A device loaner agreement document has been added to the platform for practices that receive hardware on a trial or loaner basis.

NS-Chat is a new patient messaging platform for NaturaeSoft practices, providing a website chat widget for patient inquiries alongside an admin interface for managing conversations.

The mobile staff interface now supports two-step login verification using one-time codes sent by text message, adding an extra layer of security for staff accessing patient and practice data on mobile devices.

AI-generated treatment plan documents now include a library of health and wellness line-art icons that are automatically embedded into plan segments, improving the visual presentation of printed and digital treatment plans.

Before generating a chart note, providers can now choose the type of note to produce: Progress Note, Exam, Review, Referral, or Transcript Only. ChartPro AI uses the selected type to tailor the structure and content of the output.

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.

The platform now automatically sends appointment reminders to patients via SMS ahead of their scheduled visits, helping reduce no-shows without requiring manual staff follow-up.

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.

OfficePro Mobile, the version of OfficePro optimized for phones at mobile.naturaesoft.com, has been launched. Staff can access patient visits, documents, provider contact information, and practice communication from any mobile device.

Patients can now browse the practice product catalog, add items to a cart, view their account balance, and complete purchases directly through the patient portal.