How OfficePro Works
OfficePro is built on three core principles that make it the right choice for integrative and naturopathic practices. Everything shares one patient record — so your team enters data once and your workflows run themselves.

Three Core Principles
Built differently from the start
OfficePro was built from the ground up by practicing integrative medical professionals — not retrofitted for a market it was never designed to serve.
Integrated
One patient record connects scheduling, charting, billing, dispensary, and the patient portal. Enter data once and it flows everywhere — no double entry, no fragile third-party bridges.
Efficient
Automation of daily tasks, consolidation of workflow, and elimination of redundant processes — OfficePro is designed to save you time and money from day one.
Professional
Easily handle every facet of your daily operations without hesitation. OfficePro gives your team the tools to operate with confidence and impress every patient.
Technology & Security
A private, secure cloud built for healthcare
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256-bit SHA2 EncryptionIndustry-standard encryption protects every record in transit and at rest.
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HIPAA / HITECH / OMNIBUS / PCI CompliantOfficePro meets and exceeds every current healthcare privacy and security standard.
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99.9% Uptime GuaranteeState-of-the-art private cloud servers with an industry-leading SLA.
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Redundant BackupsData backed up to two remote locations simultaneously — your records are always safe.
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Device IndependentAccess OfficePro from any web-capable device — PC, Mac, iPad, smartphone, or Chromebook.
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Cancel AnytimeNo long-term contracts. Yearly plans are available with a discount; monthly plans cancel any time.
Module Walkthrough
A complete tour of the OfficePro suite
Every module shares one patient record. Here is what each one does and how it fits into your daily workflow.

Integrated & Integrative EMR
ChartPro is the electronic medical record at the center of OfficePro — built from the ground up for naturopathic and integrative care, not adapted from a primary-care system.
- Templates and prompts designed for whole-person documentation
- Helpful charting hints help you create clear, complete, billable notes faster
- Every visit, invoice, lab, and message lives in the same patient record
- Secure PDF output for chart notes, superbills, and patient summaries
- Access from any device — at your desk, at home, or on the go

Robust & Secure Scheduling + Telehealth
Online scheduling tools from outside healthcare often cannot legally hold patient health information. ApptPro is 100% HIPAA/HITECH compliant — and it includes telehealth built right in.
- Secure online self-scheduling for patients from your website or portal
- HIPAA-compliant storage of all scheduling health data
- Digital intake forms and consents completed before patients arrive
- Built-in telehealth — no extra platform or third-party logins
- GDPR and ISO 27001 certified infrastructure for video visits

Integrated Clearinghouse & Claims
BillPro partners with ClaimMD to provide electronic insurance claims processing that is easy, efficient, and economical — all without leaving OfficePro.
- Electronic claim submission and ERA processing in one place
- CMS-1500 forms generated automatically from encounter data
- Primary and secondary billing with payer payment allocation
- Separate patient and insurance accounts receivable management
- Charges flow directly from chart to claim — no re-entry

Powerful POS Dispensary
ProductPro gives you inventory management resources designed to optimize your workflow, inventory levels, and management time — from reorder points to drop-ship integration.
- Real-time inventory control with automatic reorder alerts
- Point-of-sale dispensing tied directly to the patient encounter and invoice
- Dosing instructions and refill reminders to support patient compliance
- Integrated ordering and drop-ship support
- Label printing with Dymo LabelWriter 400/450 series

Embedded Patient Portal
PatientPro is the online extension of your OfficePro service — embedded directly into your existing website and styled to match your brand.
- Self-scheduling and online intake from your own website
- Patients access treatment plans, visit summaries, and receipts any time
- Two-way HIPAA-secure messaging between patients and your team
- Online payments so patients can settle balances without calling
- Converts website visitors into new patients automatically
Payment Processing
Seamless integrated payments
OfficePro integrates with Fortis Pay for seamless credit card processing right inside the platform — so you never leave OfficePro to collect a co-pay or balance.
Accept credit and debit cards at the point of care, through the patient portal, or by email link. Payments post directly to the patient account with no manual reconciliation required.
Onboarding & Training
Go live with confidence
Every new OfficePro client goes through a structured 4–6 week onboarding program, with dedicated sessions for every role on your team.
After go-live, you receive 6 weeks of dedicated telephone support access to ensure your team stays confident as you settle into OfficePro.
Ongoing Support
We're here after go-live too
NaturaeSoft provides US-based support that knows OfficePro inside and out.
Knowledge Base
Step-by-step articles and how-to guides covering every feature of OfficePro — searchable and always up to date.
Browse the knowledge base →Support Tickets
Submit a ticket at Support@NaturaeSoft.com and our team responds fast — with real answers, not scripts.
Email support →Training Sessions
Bi-weekly group training sessions keep your team sharp as OfficePro evolves — included in your subscription.
View the Academy →Ready to see OfficePro in your practice?
A 30-minute personalized walkthrough shows you exactly where your practice saves time and what the move looks like from start to go-live.
Schedule a Personalized Demonstration
Naturae