OfficePro Change Log

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.

Automatic refill orders now run as a scheduled cloud task with its own monitoring, replacing the older server script.

Voicemail transcripts are now matched to the caller's patient chart by phone number, and a voicemail the phone carrier reports twice no longer appears twice in the message queue. Voicemails on lines routed through the shared ConnectPro endpoint now reach the practice's messages.

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.

The encounter window now remembers the size you last used instead of snapping back on every reload, and the services and products area grows to fill the window height. Document viewer windows also remember their size, and double-clicking the viewer title bar saves the current size.

The encounter service search now lists code, CPT, title and price in separate columns, highlights matches regardless of capitals, and no longer fails on a search containing an apostrophe. The product search is wider and shows each product's pack size, so sizes of the same product are easy to tell apart.

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.

Saving a visit can take several seconds while reminder texts and emails go out. Every save button, including the save-despite-conflict and suggested-time options in the conflict box, now locks as soon as a save starts and a Saving message appears, so a second click can no longer book the visit twice.

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.

Users with Chart access can now open the Chart tab on a patient record, not only users with ChartPro or Administrator access. The chart history behind the tab also checks this permission itself, so it cannot be opened directly by a user without it.

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.

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.

A gift card can now be cancelled or refunded, releasing the outstanding balance. Refunds are returned to the same tender that bought the card.

The bulk messaging screen now lists only tags that still have patients on them, so an empty list is never chosen by mistake.

All reports now live in one Reports area with a consistent layout, a side navigation panel that highlights the report you are viewing, and a date range bar that appears only where a date range applies.

Corrected an error that prevented the refill report from opening.

Gift card sales now post to QuickBooks as deferred revenue and are recognized when the card is redeemed, rather than being booked as revenue and a discount at the same time.

The legacy Books area has been retired. It was built for an earlier database platform and had not been able to run since the move to the current one.

Sales tax is now worked out line by line using each product tax class and the ship-to jurisdiction, rather than applying one rate to the whole order. Orders that mix taxable, grocery, and exempt items now total correctly.

Practices can now add a short custom line to appointment reminder texts. The blurb is included in scheduled reminders and in the alerts sent when a visit is added or changed.

Sales tax regions, tax groups, and the rate each tax class receives in each jurisdiction can now be managed from the administration area rather than being configured behind the scenes.

The scheduled reminder service now carries the practice reminder blurb through to every automated appointment text.

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

The printed patient financial history now includes every transaction in one document instead of breaking across pages.

Provider and resource schedules, check-in, reminders, and message timestamps now all use the practice time zone, so times displayed in one part of the platform match every other part.

Patient and staff phone numbers are now stored and matched in one consistent format across the platform, so text messages reach the right number.

A Change Log link has been added to the footer of every screen. It opens a searchable list of recent changes, grouped by month and labelled as added, enhanced or fixed, so staff can see what is new without leaving OfficePro.

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.

OfficePro Mobile has been rebuilt on a cleaner foundation, bringing charting, billing, scheduling, and payments together with faster page loads.

ChartPro AI transcription sessions are now logged consistently across the platform, supporting usage reporting and troubleshooting.

Chart notes generated by ChartPro AI now produce a cleaner PDF and link back to the patient record more reliably.

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

Providers are now prompted to review an AI-generated chart note before it can be signed, so a note is never filed without a look.

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.

Insurance remittances are now retrieved and posted automatically on a schedule, with the results visible on the operations dashboard.