OfficePro Change Log

Larger subtotals in the payroll export were written with a thousands separator, which pushed every remaining column on that row out of alignment. Figures are now written as plain numbers and provider names are quoted.

Where a provider's payroll subtotal came out below zero, the administration fee and lease payment were added to their payment instead of deducted. Fees are no longer worked out from a negative subtotal, and the exported spreadsheet now applies the same lease rate as the report on screen.

Product returns were being left out of the sales tax report, so both taxable sales and the sales tax collected figure read higher than they should. Returns are now included, and the summary at the top of the report agrees with the remittance figures below it.

The summary totals across the top of the Master Report showed all zeros whenever the report was printed, saved as a PDF, or opened from the Day, Week and Month buttons. The summary now covers the same period as the report beneath it.

Deleting a gift card redemption from the patient or encounter screens did not return the value to the card. The card is now credited back, as it already was when the same thing was done from the billing screens.

Cancelling a gift card that had not yet been paid for left its charge sitting on the patient's account. The charge is now reversed automatically and the sale settles to zero.

Redeeming a gift card was being recorded as a discount, which removed the revenue already recognized when the card was sold and credited the wrong provider. Redemptions are now recorded as payment, and production is attributed to the provider who delivered the service.

A cancelled gift card could previously be reloaded back into use. Cancelled cards now stay cancelled.

Corrected an error that prevented the refill report from opening.

Corrected an error on the over-the-counter sales screen that could stop a walk-in sale from completing.

Corrected the links used to open a support article, so an article opened from within OfficePro lands on the right page.

A tax rate of one hundred percent is now refused when pricing an encounter in the mobile app.

Dosing instructions now carry through from the patient treatment plan to each automatically generated refill order, so refills arrive labelled the same way as the original.

Corrected the Fullscript dynamic link and treatment plan update paths so patient links open the right catalog.

Corrected display problems in the document viewer and on the visit detail and edit visit screens.

Resolved issues in the ChartPro AI Assistant's listening and note-processing steps for more reliable transcription and note generation during encounters.

Resolved issues on the patient-facing portal and intake screens for a smoother, more reliable patient experience.

Improved patient portal sign-in, sign-up, and logout so patients stay reliably logged in during their session and account confirmation emails are sent to the correct address.

Improved claim generation so claims with missing or blank insurance information no longer fail, making primary and secondary insurance claims more reliable.

A purchase order window now correctly displays the Purchase Order number heading instead of mislabeling it as a receipt.

The Purchase Orders page now hides the Products Needed panel when nothing is currently needed and lays out more cleanly on smaller screens and tablets.

Product codes are now validated consistently when adding or editing a product, with a clear message listing the allowed characters to prevent saving codes that could break orders.

Patient check-in times are now recorded in the practice's local time zone, so the recent check-ins list and provider notifications reflect the correct time.

Visit types whose category was missing or invalid no longer disappear from the admin list. They now appear under the Admin category so they can be edited and configured.

When the secure card-entry form cannot load, staff now see a clear, descriptive message explaining the likely cause instead of a blank or broken form.

Saved card-on-file payment options are now disabled with a clear tooltip when a patient has no email address on file, since the processor requires an email for these charges. This prevents failed payments and explains how to resolve it.

The Save button on the add and edit visit screens is now disabled while a visit is being processed, preventing accidental double-booking from multiple clicks.

The patient check-in alert sound now plays only once per arrival, eliminating repeated notification chimes for the same check-in.

Saving weekly working hours for a room or resource now works reliably even when no schedule existed before, and the system no longer creates empty placeholder schedules just from opening the editor.

Adding a non-inventory product to an encounter no longer triggers an unnecessary on-hand stock warning, streamlining checkout for services and non-stocked items.

The daily room and resource schedule views now correctly display every visit assigned to a room, including visits booked directly to a room without a separate resource assignment.

Adding an item to a patient cart now safely stops with a clear message if the product cannot be found, instead of producing an error.

Fixed resource schedule views so a visit that uses more than one of the same resource now displays correctly across the daily and weekly resource and room calendars.

A timezone calculation issue that caused appointment availability to show incorrect time slots for practices in certain time zones has been resolved, ensuring patients see accurate scheduling options.

Fixed the New EOB Form and allocation update actions on the payer payment allocation screen so they open and save against the correct page, and removed a stray dollar sign that appeared in editable amount fields.

The payment allocation screen now also displays services that already have an active allocation for the payment even when they were filed under a different payer, preventing previously allocated amounts from disappearing from view.

Fixed an issue where insurance adjustments included in a remittance file were not being correctly posted to the corresponding claim lines, which could leave balances appearing higher than expected.

Fixed the claim appeal submission link in BillPro. The link was not generating correctly, preventing staff from initiating appeals directly from the claim detail screen.

The ERA import process now detects when a remittance has already been applied and skips it automatically, preventing duplicate payment entries from appearing on patient accounts.

Improved the order fulfillment process for situations where a patient orders multiple products but only some are in stock. Available items are now dispatched correctly without disrupting the remaining back-order.

Fixed the checkout process so that sales tax is correctly included in the order total recorded on the patient account. Previously the saved total could differ from the amount the patient was charged.

Fixed an issue where patient phone numbers were not transferring correctly to the e-prescribing system, which could affect prescription routing and patient contact information in that platform.

Fixed an intermittent issue where marking a message complete would not save, causing the message to reappear when the list was refreshed.

Fixed garbled text characters that were appearing in news posts and system update notifications within the application. Content now displays correctly in all cases.

Fixed an issue where a password reset link could stop working shortly after being used, causing staff to be locked out even after successfully setting a new password.

Fixed an issue that could allow a login attempt to succeed with an incorrect password under specific conditions. All authentication is now consistently enforced.

When a staff member opens a visit, note, or document that has since been deleted, they now see a clear message explaining that the visit no longer exists. The window closes automatically after a few seconds instead of showing a technical error.

Fixed the kiosk two-factor authenticator setup screen where the QR code was not appearing after clicking Re-enable Authenticator, preventing the setup from completing.

Fixed an issue on pages with multiple visit sections where the ChartPro AI launch button could become unresponsive. The button now initializes correctly regardless of how many visits appear on the same page.

Fixed the real-time check-in indicator so that patients who have just checked in at the kiosk are immediately visible to staff at the front desk without requiring a manual refresh.