OfficePro Change Log

Patients who book a visit in the portal now receive a confirmation email with the date and time in the practice's time zone, how long the visit is, the provider and visit type, the telehealth link for a telehealth visit, an intake link where the visit type uses intake, and a link back to the visit. The practice receives a copy.

BillPro practices now keep one diagnosis list per visit on the encounter, up to twelve codes, searched from the current ICD-10 code set with a specifier that steps from a category down to a billable code. New service lines follow the visit's first four codes, while lines given their own codes, and lines already on a claim, are left alone. The same list appears in the chart note's Coding panel and in each service's Edit Service window.

Allocate Payment has a new Open Claims window that lists patients with unpaid claim lines for the payment's payer, then their dates of service, then the lines to post, as the retired Legacy EOB Form's list did. It opens by itself while money is left to allocate. Lines on this payment are now shaded green and listed first, and lines completed by another payment are grey.

The text message icon at the bottom of every OfficePro page now shows a red count of text conversations waiting on a reply, and the same count appears in a new box beside Msgs at the top of the page. Clicking that box opens your conversations filtered to the ones waiting on a reply. The count updates on its own as texts arrive and conversations are opened.

Texts and emails about an upcoming visit - scheduled, updated and telehealth messages, reminders, the check-out receipt and the portal booking confirmation - now say how long the visit is, for example for 60 min. Untick Tell the patient how long the visit is in Admin > Schedule to leave it out, or choose Always or Never for a visit type in the visit type editor.

The check-in icon from the schedule now also sits at the bottom of the encounter, the chart note and the treatment plan. Click it to check the patient in, check them out or undo a check-out without leaving the page, and point at it to see the check-in and check-out times.

If a service or product on a checked-out visit is added, removed, or changes in quantity, price, discount or tax, the check-in icon turns into a yellow warning on the schedule and in the encounter. Check Out (Save) records the changes and clears it. The service and product windows say when a visit is already checked out, and deleting a line from a checked-out encounter asks first.

Billing managers can now decide how each insurance reason code on an ERA is handled: post it as an adjustment, post it and alert a staff member, or hold it back. Denials that may still be collectable no longer have to be written off automatically. With no rules set, posting works exactly as before.

When a product is marked inactive while patients still have it in their cart or on an auto-order, OfficePro now opens a review screen listing those patients. Staff choose who to notify, edit the message, and can cancel the auto-orders in the same step. Carts and auto-orders also show a Discontinued badge.

ProductPro settings now include an Edit Locations screen for adding, renaming, ordering and retiring the shelf locations where products are stored, which previously only support could set up. Retired locations drop off the product form's list, except on products already assigned to them.

The Telehealth tile on the ConnectPro dashboard now opens a list of telehealth visits you can browse by month, where before it led to a missing page. The dashboard's secure messages link now opens the OfficePro message center.

Practices can now tag patients automatically in BackOfficePro by ticking rules: Seen recently, Lapsed / win-back, New client, Established client, Prospect (no visits yet) and Has an upcoming appointment. Tags are brought up to date every hour, removed when a rule is switched off, and tags staff added by hand are never touched. Patients who opted out of bulk messaging are skipped by default.

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.

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.

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.

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.

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.

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

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.

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.

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

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.

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.

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.

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

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.

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

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.

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.

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.

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.

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.

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.

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.

Each visit type can now be configured to automatically add or remove patient tags whenever that type of visit is scheduled or created. Tags are applied across new appointments, recurring visit series, over-the-counter encounters, product returns, refunds, and refill orders, using an easy tag picker with autocomplete.