OfficePro Change Log

The kiosk speech recognition engine has been tuned for better accuracy and a faster start when a recording begins.

ChartPro AI now removes repeated and duplicated phrases from a transcript before it becomes a chart note, so there is less for providers to correct.

The claim gathering and import process now protects against losing a claim response if a transfer is interrupted part way through.

The patient order screen has been rebuilt around three clear steps: Process, Collect, and Deliver. Order products, history, and delivery details now fit in one window without scrolling, and the confirmation appears in the corner rather than taking up the top of the screen.

An order can now be switched between shipping and pickup directly from the order screen, and the delivery method and status are shown as badges rather than buttons.

The Fullscript connection has been updated so treatment plans and dynamic patient links stay in step with the catalog.

Gift cards can now be applied as payment during an encounter, with card funding and full transaction history visible from the patient and visit screens.

The add-on settings screens for payments, Fullscript, label printing, e-prescribing, the NFC reader, text messaging, and practice styles have been reorganized into a consistent layout.

Adding or editing a staff user now handles password setup more clearly and applies the new password reliably.

The account status notice shown at sign-in has been updated, and practices with an arrangement in place can now be excluded from it.

Case management, scheduling, patient intake, and encounter handling in the mobile app have all been substantially expanded.

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.

Insurance remittances (ERAs) that are duplicate re-adjudications of already-paid claims are now detected and skipped, preventing double-posted payments and write-offs. The system also self-heals any incorrect credits left by earlier processing, leaving genuine payments available to be allocated correctly.

The auto orders page now loads on-hand and on-order inventory counts far more efficiently, so the page no longer slows down as order data grows.

Searching for products while receiving a purchase order is now faster and more responsive, with a wider results panel and vendor-aware matching for quicker, more accurate lookups.

Product search now matches text found anywhere within a product name, making it easier to find items by partial or middle-of-name keywords.

When building a purchase order, the product picker now includes items linked to the vendor as a distributor or manufacturer and items matched by vendor SKU. Active products are listed first, with inactive products grouped separately.

Renaming a product code now automatically updates that code across patient plans and shopping carts, so existing patient orders and auto-refills stay linked to the correct product.

New demo accounts now display step-by-step practice and user login credentials with clear guidance, making it easier for prospective practices to start exploring their live demo.

The over-allocated visits report has been rebuilt with a clean layout, date-range filtering, and clearer highlighting of visits whose payments exceed their charges.

The patient chart history now loads in pages with smooth infinite scrolling, so charts with many visits open quickly and load additional notes as you scroll.

When a scheduling conflict is detected, the save buttons stay disabled until staff explicitly choose to try again or save despite the conflict, preventing accidental duplicate visits. Clicking a suggested alternative time now saves the visit directly.

When a payment that included a profession contribution is refunded, the contribution portion is now refunded proportionally and reversed in the records automatically.

Patient and contact searches now also match on email address, making it easier to find the right record when only an email is known.

When a visit is scheduled or updated, patients can now receive both an email and a text message confirming the appointment details, including an easy option to reply with questions or to reschedule.

Payments that have been refunded now clearly display a REFUNDED status, and the Refund option is automatically hidden once a payment has already been refunded to prevent duplicate refunds.

Updated the monthly visits-by-provider pie chart so provider visit totals display accurately and consistently in reports.

The IP authentication setting now uses a simple on/off switch that instantly shows or hides the approved IP address list and confirms changes without reloading the page.

Administrators can now turn on two-step login verification for all staff users at once with a single switch in User Administration, strengthening account security.

The document viewer now resizes to fill the window, giving staff a larger, cleaner view of patient documents and PDFs without cramped scrolling.

Practices can now set their own primary, accent, and background colors from the Admin settings to personalize the look of OfficePro across the application.

The NaturaeSoft website has been rebuilt with new product pages, featured clinic profiles, and a practice assessment tool.

The AI speech recognition engine has been tuned for improved accuracy, with refinements to how audio is processed and how transcripts are previewed and confirmed before generating a chart note.

ChartPro AI transcription sessions are now recorded in a usage log. This supports quality review, usage reporting, and troubleshooting of recording issues.

When using ChartPro AI during a video visit, the listener can now capture audio from both the provider microphone and the patient audio coming through the screen, so both sides of the conversation are included in the transcription.

ChartPro AI now begins transcribing audio progressively throughout a session rather than waiting until the end. Partial transcripts update every 20 to 30 seconds, giving providers visibility into what has been captured while the encounter is still in progress.

The ChartPro AI note preview window now offers two clear options after generating a note: Save to Chart (immediately saves the note) or Send to Review (opens the note in the SOAP review screen before saving).

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.

Improved automatic matching of incoming remittance payments to the correct patient by also comparing first names, which prevents allocations from landing on the wrong patient when two patients share a last name. Payments now also prefer the currently active claim-linked service.

The ERA list now includes a search bar that instantly filters remittances by check number, ERA ID, or payment amount, making it faster to locate a specific payment.

Improved the process for importing and applying Electronic Remittance Advice files from the clearinghouse. Practices with multiple billing accounts can now manage ERAs across all accounts from a single view.

The insurance payment allocation screen has been updated with a cleaner layout, improved adjustment tracking, and more reliable save behavior, making it easier to apply and reconcile payer payments against claim balances.

Staff can now set an auto-refill quantity to zero to remove a product from a patient's recurring order schedule. A confirmation prompt appears before the change is saved to prevent accidental removal.

Purchase orders now display a clear Free Shipping notice when the vendor order total meets the threshold for complimentary shipping, making it easier to plan orders and avoid unnecessary shipping charges.

Phone numbers shown in document headers are now consistently formatted for a cleaner, more professional appearance.

When a staff member opens a support post from within OfficePro, it now appears in a styled overlay window with the practice header rather than navigating away from the current screen.

The practice logo is now displayed in the header of patient-facing documents generated by the system, such as encounter summaries and receipts, providing consistent branding across all printed and digital materials.

Appointment reminder messages were being sent at incorrect times for practices in certain time zones. The auto-reminder service now correctly calculates reminder windows using each practice's configured timezone.