OfficePro Change Log

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 Process a Return and Process a Refund links on the patient screen now appear only to staff who can use them. Returns need ProductPro and administrator access; refunds need financial or administrator access. The screens behind them already refused everyone else.

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.

Patients carrying a tag can now be exported as a CSV for an outside marketing tool such as Mailchimp, for all tags or one tag at a time. The export follows the same rules as Bulk Messaging, so patients who opted out of bulk email are never included.

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.

The Admin page has a new Payments tab that brings together credit codes, gift cards and the card payment gateway. Links into Admin now open the right tab for every practice, including Lite practices. Before, some links opened the wrong panel or a blank page.

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.

A gift card can now be redeemed from the patient's page against their overall balance, not only from inside a visit. The amount is capped at what the patient owes, and staff then choose which visits it applies to.

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.

Which bank deposit a payment belongs to now comes from the payment type's own deposit group, set on the Credit Codes screen, instead of a fixed list. Payment types not yet grouped appear in their own Unassigned bucket. Types that never reach the bank are kept off deposits.

Practices can now add, edit and retire their own payment types and discount codes from the Admin page, instead of asking support. Discounts are entered as a whole percent. Built-in codes and codes already used on payments are protected from renaming, so history is never reclassified.

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.

A NaturaeSoft support chat now opens from the corner of every OfficePro screen. It answers questions from the support knowledge base, knows your practice and user, can open a support ticket for you, and hands you to a person when needed. The footer's Create a Support Ticket icon has been removed, since the chat opens tickets.

Every page of the NaturaeSoft support site now has a Need help? button that opens an assistant answering from the support knowledge base, with links to the articles it used. Signed in, it can open a support ticket for your practice with up to six screenshots attached, and Talk to a person hands the conversation to our support team with a summary. Please do not share patient information in the chat.

The NaturaeSoft support site has a cleaner, consistent look. Knowledge base articles are set in a narrower column that is easier to read and have a Back to Articles link, each support ticket shows its subject as the heading, and the practice bar appears only when you are signed in. Knowledge base searches containing an apostrophe now work.

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.

Printed treatment plans no longer include a provider signature and date block, because treatment plans are not signed documents. Signatures remain on the chart note. The plan body is also aligned to the same width as the letterhead and footer.

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.

ChartPro AI recording sessions and provider feedback are now captured consistently, supporting quality review and faster troubleshooting when a recording does not come out as expected.

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 check-in kiosk now rests on a welcome screen in the practice's colors, with its logo, a tap-your-card prompt and large Check In and Check Out buttons. A patient who taps a card is greeted by first name with their appointment time, visit type and provider before continuing.

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.

Practices can now embed a contact and question form on their own website. Enquiries arrive as a message in OfficePro and are acknowledged by email.

The patient portal now shows times in the practice time zone and stores phone numbers in one consistent format, so reminders and confirmations reach the right number at the right time.

Card refunds now appear in the payments list alongside the original payment, so a refunded transaction can be seen without opening it.

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

The card payment detail screen now uses status badges, describes bank transfers in plain language, shows amounts that agree with the payments list, and hides the authorization line when there is no authorization to show.

Applying a payment across several visits now guards against over-allocating when the add buttons are clicked in quick succession, so a payment cannot be applied twice.

A new report highlights visits where payments exceed charges and payments applied beyond their amount, with tools to review and correct each one.

Inventory, reorder, purchase order, patient order, cart and auto-order screens are now offered only to practices that use ProductPro inventory. For other practices the product list no longer shows on-hand counts or marks every stocked product as needing reorder. The Fullscript catalog stays available to any user with Products access.

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.

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.

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 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.