OfficePro Change Log

Claims are now submitted straight to ClaimMD through their API instead of by file transfer, with practices moved across one at a time. Duplicate submissions and corrected claims are recognized and handled properly.

Claim and laboratory files are now collected and delivered by a scheduled cloud service, replacing the older file-transfer scripts.

Submitted, rejected, and stuck claims now appear on the operations dashboard alongside remittance posting, so problems are spotted the same day.

Claim status responses are now imported directly from ClaimMD over their API, so claim states update without waiting for a file drop.

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.

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.

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.

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

Laboratory results are now imported automatically over a secure connection and filed against the ordering visit.

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.

Practices can now sell, look up, check, and redeem gift cards. A gift card dashboard shows outstanding balances and recent activity, and cards can be funded and checked from the patient record.

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.

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

Visit types can now carry tags. Patients are tagged automatically by the kind of visit they book, and those tags can then be used to build messaging lists and reports.

Practices can now send one message to a whole group of patients at once. Build the recipient list from patient tags, preview the email or text before it goes out, queue the send, and follow delivery progress on a status screen.

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

New practices can now preview the product and complete signup directly on the NaturaeSoft website.

OfficePro can now exchange patient records with other systems using the FHIR R4 standard, including a direct import from Charm. Imported records are matched against existing patients, so an import can be re-run without creating duplicates.

Billing, payments, and product sales are now available in OfficePro Mobile.

Claims can now be built and submitted from OfficePro Mobile, including printed claim forms.

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

A teeth diagram has been added to mobile charting for practices that record dental findings.

A tablet running OfficePro Mobile can now be put into kiosk mode for patient check-in and charting, unlocked by staff with an authenticator code.

Agreements and consent forms can now be presented and signed on a mobile device, with the signed PDF filed to the patient record.

Providers can now open a patient chart, work through chart forms, and generate an AI chart note from OfficePro Mobile.

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

Patients can now read and sign practice agreements directly on the check-in kiosk, with a refreshed welcome and thank-you experience.

Patients can now check out at the practice kiosk, paying for their visit and any products before they leave. A receipt is emailed automatically.

When a visit requires an intake form, patients now receive a text message with a secure link to complete their intake before the appointment, in addition to the emailed link.

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

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.

A new Daily Wellness section has been added to the patient intake, allowing patients to record sleep, energy, mood, stress, and other wellness measures that are saved to their chart.

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.

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.

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 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.

The Patient Auto Orders page now offers a By Date view that lists every active auto-order across all patients, grouped into Overdue, Due This Week, and Later and sorted soonest-first, alongside the existing By Patient view.

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.

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 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.

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.

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.