OfficePro Change Log

When patients book appointments online, the system now validates that an appropriate room and resource are available for the selected visit type before confirming the slot, preventing scheduling conflicts.

For practices with BillPro, the kiosk check-in flow now prompts patients without an active insurance case to enter their insurance information, with preferred payers pre-populated at the top of the list.

The patient portal login flow has been streamlined. Date of birth is now only required when multiple patients share the same email address, reducing friction for the majority of patients.

Patients can now log in to the patient portal using their existing Google account, streamlining access for patients who prefer not to manage a separate username and password.

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.

The Electronic Remittance Advice list now shows a direct link to the posted insurance payment for each remittance, so staff can jump straight to allocating that payment.

Improved automatic matching of incoming remittance payments to the correct patient by also comparing first names, which prevents allocations from landing on the wrong patient when two patients share a last name. Payments now also prefer the currently active claim-linked service.

The ERA list now includes a search bar that instantly filters remittances by check number, ERA ID, or payment amount, making it faster to locate a specific payment.

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.

A dedicated list of Electronic Remittance Advice records is now available in BillPro, giving billers a centralized place to review all incoming remittances across their clearinghouse accounts.

Improved the process for importing and applying Electronic Remittance Advice files from the clearinghouse. Practices with multiple billing accounts can now manage ERAs across all accounts from a single view.

The insurance payment allocation screen has been updated with a cleaner layout, improved adjustment tracking, and more reliable save behavior, making it easier to apply and reconcile payer payments against claim balances.

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.

When a purchase order is generated, a structured data file is now automatically created and emailed alongside the order. This file can be used for importing orders into accounting or inventory systems.

A 45-day interval has been added to the auto-refill schedule options, giving practices a mid-range choice between the existing 30-day and 60-day frequencies.

Staff can now set an auto-refill quantity to zero to remove a product from a patient's recurring order schedule. A confirmation prompt appears before the change is saved to prevent accidental removal.

Purchase orders now display a clear Free Shipping notice when the vendor order total meets the threshold for complimentary shipping, making it easier to plan orders and avoid unnecessary shipping charges.

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.

Phone numbers shown in document headers are now consistently formatted for a cleaner, more professional appearance.

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.

When a staff member opens a support post from within OfficePro, it now appears in a styled overlay window with the practice header rather than navigating away from the current screen.

The practice logo is now displayed in the header of patient-facing documents generated by the system, such as encounter summaries and receipts, providing consistent branding across all printed and digital materials.

Appointment reminder messages were being sent at incorrect times for practices in certain time zones. The auto-reminder service now correctly calculates reminder windows using each practice's configured timezone.

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

The visit details popup has been reorganized to present visit information, provider, billing codes, and encounter status in a more structured and readable layout.

NaturaeSoft support staff are now required to verify their identity with a second factor before accessing the support portal. This ensures that only authorized personnel can reach practice data during support interactions.

Timezone settings throughout the application have been updated to use universally recognized timezone identifiers. This improves accuracy for practices in daylight-saving-sensitive regions and ensures consistent time display across devices.

A record is now created each time an internal staff message is sent, improving the ability to review communication history for compliance and follow-up purposes.

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.

Administrators can now configure two-step login verification individually for each staff member in the Edit User screen, including which verification method each user will receive.

Staff accounts can now be secured with two-step login verification. After entering a username and password, users confirm their identity with a code from an authenticator app or a code sent by text message.

A Data Disposition Addendum has been added to the legal documents available within the platform, outlining how patient and practice data is handled at the end of a service relationship.

The NaturaeSoft Terms of Service and Privacy Policy documents have been updated. Customers can review the current versions from the account and legal sections of the application.

The PDF generation system has been overhauled with a modern, dedicated service replacing the legacy library. This improves the reliability and maintainability of all document generation across the platform.

OfficePro can now be installed directly on a desktop or mobile device like a native app. Staff can add it to their home screen or taskbar for faster access without going through a browser each time.

Kiosk tablets can now be remotely managed through the Fully Kiosk Cloud platform. Administrators can link devices, push updated settings, and send commands to deployed tablets directly from the Device Management console without requiring physical access.

Staff and administrators can now unlock the ChartPro kiosk using a time-based authenticator app code, adding a secure second factor for accessing patient charting on shared kiosk devices.

New screens for tracking pending hardware orders and demo device requests. Staff can view, manage, and provision devices from a centralized interface, including selecting the correct kiosk profile for each device type.

A new Devices tab has been added to the OfficePro Admin section. Administrators can view their current device subscriptions, browse the available hardware catalog, and submit demo or order requests directly from within the application.

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.

A device loaner agreement document has been added to the platform for practices that receive hardware on a trial or loaner basis.

NS-Chat is a new patient messaging platform for NaturaeSoft practices, providing a website chat widget for patient inquiries alongside an admin interface for managing conversations.

The mobile interface now includes dedicated Patients and Contacts list pages accessible from the main navigation, each providing paged contact details for quick staff lookup.

The mobile staff interface now supports two-step login verification using one-time codes sent by text message, adding an extra layer of security for staff accessing patient and practice data on mobile devices.