OfficePro Change Log

In a chart note, the HX sidebar now has a This visit's intake section listing what the patient reported for this visit: progress on each problem, new concerns, problems marked resolved and other concerns, with what makes each worse or better. Click an item, or Insert all, to put it into the note. Before, the sidebar showed each problem's answers from its first visit.

Card payments made in the patient portal are now confirmed with the card processor before they are posted to the patient's account, a payment with the card on file can no longer be larger than the balance owed, and refreshing the page can no longer charge the card twice. If a payment cannot be confirmed, the patient is asked to contact the office.

The Appeal button, which opens a ClaimMD appeal, was shown only on rejected claims. The claim's own page now has an Appeal button for any claim ClaimMD has received, including accepted claims a payer later denied and claims re-created after sending.

The service group editor now saves each change as you make it, without reloading. Descriptions can be longer and keep characters such as &, # and +, which used to cut them short, and the order of the services is saved as set. A group that lists a deleted service opens normally, and adding it to an encounter skips that service instead of failing or adding the previous service twice.

Clicking the green check-in icon on the schedule removed the check-in instead of checking the patient out. It now records the check-out and its time and shows a green check mark, which can be clicked to undo the check-out. An orange dot means not yet checked in and a green tick means checked in.

Add Visit - Recurring and Add Meeting - Recurring now list every date before booking, marked Open or with the reason it does not fit, such as a holiday, day off, outside schedule hours, a busy provider or patient, or a room already taken. Each conflict comes with a suggested fix such as the nearest free time, and dates that still did not fit can be booked with one click from the results page. Meetings can include several providers and rooms.

When the support team replied to a conversation on the support site, the Need help button gave no sign of it. The button now shows a New reply badge and opens the conversation with the reply.

Adding and editing visits on mobile now works as it does in OfficePro: a Notify patient box, Do Not Remind and Telehealth options, the reminder sent again after a change, the visit's products and services following its new date and provider, and cancellation wording when a visit is cancelled. Both are recorded in the visit history.

The ChartPro home sidebar now counts Chart Notes Signed, Treatment Plans and Intake Forms Completed for a calendar month instead of the last seven days, with arrows to step between months. A new ChartPro AI Notes count shows how many notes ChartPro AI generated that month and how many visits they covered.

The ApptPro Admin page now has a sidebar for the month showing Appointments Booked Online, with how many were canceled online, and Agreements Signed Online, with how many patients signed and the three most-signed agreements. Bookings are counted by the day they were made, and arrows step between months.

A patient with several visits today now appears once on the kiosk check-out list and checks out of all of them together, unticking any they are not finishing yet. One card payment is split across the visits, the emailed receipt shows each visit's share, and if the front desk posts a charge meanwhile the kiosk shows the new total before charging.

When a patient with a saved card taps Finish Check-Out on the kiosk without paying what is due, the kiosk now reminds them of the balance and changes the button to Finish Without Paying. A second tap still completes check-out, so nobody is held up, but no one leaves thinking their copay was collected.

A product the practice has discontinued is now marked Discontinued in the patient's portal cart, so a patient still holding it from an earlier visit can see it is no longer available instead of expecting it to ship.

The ERAs Received list now uses the same framed layout as other OfficePro lists, with a heading showing how many remittances were received and a shaded row starting each paid month, so one month's remittances are easy to find. Search, paging, processing and PDF links work as before.

Insurance cases now hold the dates a prior authorization is valid, the visits authorized and the maximum amount, beside the authorization number. Creating a claim for a visit outside those dates, or one an eligibility check flagged as needing an authorization, now shows a warning to check the authorization before sending. Practices using eligibility checks can also record an authorization from the visit's eligibility answer.

The BillPro sidebar is now the same on every BillPro page, including the Account page, which had been missing the payment and ERA buttons. Each button has an icon and Settings is always last. Several buttons are renamed: Process Payment, ERAs (with the tax ID), Account Settings and Processing Reports. The BillPro Settings window now shows its sections side by side.

Processing an ERA now opens a proper window that can always be closed, with a progress indicator and a clear message if the request fails. Every charge line links to its encounter, and a new Transactions Posted table lists each payment and adjustment the ERA posted.

Purchase order lists now flag a drop-ship line where the quantity received does not match the quantity ordered. A drop-ship receipt should always match its order, so a mismatch usually means stock was received against the wrong purchase order and on-hand counts are overstated.

The ConnectPro home now shows each list beside a monthly summary: Recent Calls with incoming, outgoing and missed counts, Recent Voicemails with the player beside the list, and Recent Messages with received and sent counts. Dates and times are shown in one consistent format, and the call list columns are labelled for what they hold.

The LabPro home now matches the other module pages. Results and Orders fill the page beside a This Week sidebar showing results received, Process Labs and open orders. The results list is a compact table with collection and report dates, the provider and NPI, and an Associate button on results not yet matched to a patient.

The PaymentsPro home page now has a section for each card processor the practice uses, with a month switcher and a sidebar showing the month's sales, refunds, declines, voids and batches. A practice that changed processors still sees its older history, the CardConnect list now matches the main card list, and a voided CardConnect payment shows as Void instead of Declined.

Each card payment in PaymentsPro now shows where it was taken, with an icon for payments made in the patient portal or at the check-in kiosk beside the icon for how the card was entered. The payment detail window names the source too.

The BackOfficePro home now shows each area as a list beside a summary. Marketing Tags lists every tag with its patient count and a CSV download, Upcoming Auto Orders are grouped into Overdue, Due within 7 days and Later and show only orders the nightly run will place, and vendor reorder dates match the automatic purchase order run. The bulk send window moved under Settings.

The Process a Return and Process a Refund links on the patient screen now appear only to staff who can use them. Returns need ProductPro and administrator access; refunds need financial or administrator access. The screens behind them already refused everyone else.

The Admin page has a new Payments tab that brings together credit codes, gift cards and the card payment gateway. Links into Admin now open the right tab for every practice, including Lite practices. Before, some links opened the wrong panel or a blank page.

Which bank deposit a payment belongs to now comes from the payment type's own deposit group, set on the Credit Codes screen, instead of a fixed list. Payment types not yet grouped appear in their own Unassigned bucket. Types that never reach the bank are kept off deposits.

The NaturaeSoft support site has a cleaner, consistent look. Knowledge base articles are set in a narrower column that is easier to read and have a Back to Articles link, each support ticket shows its subject as the heading, and the practice bar appears only when you are signed in. Knowledge base searches containing an apostrophe now work.

ChartPro AI recording sessions and provider feedback are now captured consistently, supporting quality review and faster troubleshooting when a recording does not come out as expected.

The check-in kiosk now rests on a welcome screen in the practice's colors, with its logo, a tap-your-card prompt and large Check In and Check Out buttons. A patient who taps a card is greeted by first name with their appointment time, visit type and provider before continuing.

The patient portal now shows times in the practice time zone and stores phone numbers in one consistent format, so reminders and confirmations reach the right number at the right time.

Card refunds now appear in the payments list alongside the original payment, so a refunded transaction can be seen without opening it.

The card payment detail screen now uses status badges, describes bank transfers in plain language, shows amounts that agree with the payments list, and hides the authorization line when there is no authorization to show.

Applying a payment across several visits now guards against over-allocating when the add buttons are clicked in quick succession, so a payment cannot be applied twice.

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.

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.

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.

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 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.

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.

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.

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

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.

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.