OfficePro Change Log

On the LabPro home, the Results date filter's Update button applied the Orders filter instead, the Orders filter used dates typed under Results, and paging through Orders reopened the Results list. The last result on each page also reappeared at the top of the next. Each list now filters and pages on its own.

When booking a recurring visit series, choosing a Duration of 4, 6, 8 or 10 hours saved every visit as 3 hours long. Each length now saves as chosen, and 10 and 20 minute lengths have been added to the list.

Sign-in codes sent by text message were not being delivered, so staff using text verification were left waiting on the code screen. Codes are now sent from NaturaeSoft's own number for every practice, including practices without a texting number, and the screen says so if a text could not be sent.

Providers without financial access were turned away when they opened their own figures from the Reports menu. They can now open the Master Report again, limited to their own figures, and the printed report follows the same rule. Staff with financial or administrator access still see every provider.

The PaymentsPro card payment list left out payments taken at the check-in kiosk, refunds issued from a payment's detail window and payments the card processor reported directly, and its monthly total dropped sales once their batch settled. Every transaction is now listed once at its correct amount, the month's totals come from the same list, and the ACH batch total no longer includes the card account's batches.

Saving a patient tag, even just to change its description, switched the tag off, and new tags were created switched off, which could hide them from Bulk Messaging. Tags now have an Active checkbox and stay on when edited.

If any existing tag name contained an apostrophe, clicking Add Tag in the Add New Tag window did nothing, so no new tag could be added. Tags can now be added whatever the existing names contain, and tag names and descriptions display exactly as typed.

Card batches from the integrated card processor stopped being deposited automatically at the end of July, and the batch totals in PaymentsPro stopped updating once a batch had opened. Batch totals are correct again, including past months, and automatic deposits resume for batches opened from September 24. Earlier batches are left to the deposits staff made by hand.

Uploading a practice logo from the Admin page, or from the PatientPro and ApptPro settings, failed with an error and the logo was not saved. Logo uploads now complete, and if one does fail the message explains why.

Some practices were set up with every bookable visit type switched off, which left the scheduler, online booking and note template list empty. Affected practices have been repaired, and new practices are now set up with their visit types active.

Document types were never created when a new practice was set up, so a practice could be left with none and unable to file documents. Every practice now has the standard set of document types, and new practices receive it automatically.

The dialog for editing a document type opened empty and could not save changes. It now loads and saves correctly, including type names that contain an apostrophe.

The Discounts and Adjustments figure on the encounter totals bar counted insurance adjustments twice, so it could exceed the charge. It now shows each credit once. Balances and stored payments were always correct; only the displayed figure was wrong.

Requesting access from a new, unauthorized location failed with an error, so the practice administrator never received the approval email. Requests now go through and the approval email is sent.

Payments taken under a payment type that was later retired could drop out of the Master Report and dashboards, disagree with other reports, or be relabelled when the payment was edited. Retired types now keep their history, show as retired when editing, and can still be deposited.

A newly created practice could hit an error on its first sign-in because no time zone was set yet. New practices now start with a named default time zone that handles daylight saving time, and practices already affected were corrected.

Choosing American Express or Debit when creating a deposit swept in every other payment type as well, and some cash-drawer payments were counted in a deposit but never marked as deposited. A deposit now only includes the payments shown on screen and of the type chosen.

On some practices, payments taken through the integrated card processor never appeared on the Deposits screen and could not be banked. They now appear in the card deposit group. New practices also start with American Express and Discover available, not retired.

The Saved on time printed on statements, receipts, superbills and purchase orders, and the visit time recorded for counter sales and product orders, could be an hour off depending on the season, and practices in Arizona were off every summer. These now use the practice's time zone with daylight saving applied.

Refunding a card payment that had been applied to a visit could leave the visit showing as paid, and viewing the payment afterwards could put the refunded money back on the visit. Refunds now use unapplied money first, release the rest from the visits it paid, and record the refund so balances stay correct.

The Refund button was missing on older card transactions and disappeared entirely after one partial refund. Refund is now offered on any transaction past the same-day void window, partial refunds can be repeated, and the refund form stops at the amount still refundable.

Card payments taken in the evening could be dated the following day, landing on the wrong day sheet and deposit, and some payment allocations were saved with no date at all. Card payments and refunds are now dated in the practice's local time, with daylight saving applied.

When an administrator reset a user's password and the practice had no outgoing email server set up, the reset email was not delivered. It is now sent from NaturaeSoft whenever the practice mailbox is not configured.

Claims created in the mobile app used the prior authorization number from the insurance case even when the claim carried its own, and never used the payer's default number. They now take the claim's number first, then the case's, then the payer's, matching claims created in OfficePro.

Staff with ChartPro access who are not providers, such as medical assistants, nurses and scribes, can now open and edit chart notes in the mobile app instead of being sent back to the home screen. Signing and reopening a note stays limited to providers.

Appointments booked before or after the practice's usual schedule hours no longer disappear from the mobile day and week views. The schedule grid now widens to fit every visit on the day shown.

Product photos added to a chart note from the dispensary or Fullscript printed at full catalog size, which wrapped headings and pushed items onto extra pages. They now appear as small thumbnails beside each product, while body diagrams and other chart images are unchanged.

When a saved chart note was opened for editing, every apostrophe appeared as a double quote, and saving the note again stored it that way for good. Notes now keep their apostrophes, and notes containing a backslash also save exactly as typed.

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.

Refunds were being labelled as voided, and voided transactions as refunded. Each is now labelled for what it is.

When an order is split because some items are out of stock, the original order is now reduced by the value that moved, rather than both orders carrying it. Sales tax on the new order is also calculated correctly for each item, and per-item discounts are no longer ignored.

Removing an item from an order set the whole order's sales tax to zero and dropped the shipping fee out of the total. The order is now re-totalled from the items that remain, with tax worked out for each item in turn.

If a tax rate cannot be found for a jurisdiction, checkout now continues and says that no tax was applied, rather than stopping. A tax rate of one hundred percent is refused outright.

When items were unticked at cart checkout, the order was still priced for everything in the cart. An order is now priced only for the items actually being ordered, and the staff notification lists the same items.

Corrected an error that appeared when a product was priced at zero.

The Subscribe and Save discount on automatic refill orders was being applied twice on some orders: once on the product line and again as a separate account credit. The discount is now applied only on the product line, and the duplicate credits left behind by earlier orders have been corrected.

Corrected the tax rate used when the scheduled refill process creates an order, so automatically generated orders are taxed the same as an order taken at the counter.

Voicemail notifications now show the time the call came in using the practice time zone.

Lab results and reference ranges beginning with a less-than sign displayed as blank cells, so some results showed a flag with no value or range beside them. They now display in full, and structured values from newer lab interfaces read correctly.

The screen for matching a lab report to a patient failed with an error when the patient's surname contained an apostrophe, such as O'Brien, or when the report name carried no date of birth. Both cases now open normally.

When an unmatched lab report was assigned to a patient, its PDF stayed filed under the placeholder patient, so it never reached the chart or the provider's review queue, and results not yet read from the lab message were never loaded. The PDF now moves to the patient's documents for review and the results are loaded.

A voicemail from a new caller stayed labelled Unknown Caller in Messages even after that caller's chart was created. The message now matches the phone number to the patient when it is next viewed, shows their name and links to their chart. Unmatched callers no longer link to an empty chart.

The Provider Payroll Summary report opened on a fixed pay period from 2014, so it showed only zeros, and its heading carried another clinic's name. It now opens on the first half of the current month, offers both of this month's pay periods, and shows your own practice name.

Exporting the product list could time out on larger catalogs, and products whose vendor record was missing were left out of the file. The export now finishes in seconds, includes every product with a blank vendor where none is on file, and adds each product's storage location.

Browsers and password managers were filling saved logins into the patient name search on the schedule, case, lab, medication and message screens. Those search boxes are now marked so autofill leaves them alone.

After a comment, response or assignment was added to a message, the message row could reload showing an access error instead of the updated message. The row now refreshes normally.

The monthly Visits by Type chart counted that month across every year on record, including appointments booked in the future, so it disagreed with the chart beside it. It now shows the selected month and year only, and counts the same visit types as the rest of the dashboard.

The service category columns on the Provider Report did not add up to the Services Total beside them. Services whose code appeared more than once in the catalog were counted twice, and services with no catalog entry were left out altogether instead of falling into the Misc. column. The categories now account for every service exactly once.