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Welcome to OfficePro Version 12! We’re excited to announce one of the most significant updates in OfficePro history, bringing a modernized interface, enhanced security, improved performance, and powerful new automation tools to help your practice run more efficiently than ever before. Version 12 introduces expanded multi-factor authentication options, greater user access controls, automated appointment reminders, automated refill and purchase order workflows, and a completely redesigned experience across the suite. We’ve also launched new clinic kiosk capabilities, device management tools, and deeper communication features through ConnectPro, giving practices more ways to streamline operations while improving the patient experience.

A major highlight of this release is the evolution of ChartPro AI with the introduction of our next-generation ChartPro AI assistant. The assistant now supports real-time transcription, telehealth visits, note type selection, transcript review before note generation, live speech-to-text processing, and enhanced AI-generated treatment plans. PatientPro has also received a major expansion, including online appointment scheduling, Google sign-in, electronic agreement signing, SMS notifications, product ordering with shopping cart functionality, card-on-file management, and improved portal registration and checkout workflows. These enhancements help create a seamless digital experience for both patients and staff.

Version 12 also delivers hundreds of enhancements, fixes, and reliability improvements throughout OfficePro, ChartPro, ProductPro, PatientPro, BillPro, ConnectPro, and our growing ecosystem of integrated devices. From improved ERA processing and insurance payment reconciliation to stronger mobile security, better browser compatibility, faster performance, and expanded kiosk functionality, every module has received meaningful upgrades. We believe OfficePro 12 represents a major step forward in our mission to provide integrative healthcare practices with the most complete all-in-one practice management solution available. Thank you for being part of the NaturaeSoft community, and we hope you enjoy everything that OfficePro 12 has to offer.

We've completed the full integration of ChartPro AI into OfficePro12, bringing AI-assisted charting into your existing desktop workflow. You can now launch a recording session, review the AI note, and save it to the chart without ever leaving OfficePro. The interface has been redesigned to match the look and feel of OfficePro12, so it feels like a natural part of the application you already know.

This update also brings the new satisfaction survey and on-device transcription to OfficePro12 users. Whether you're seeing patients in the exam room or wrapping up at your desk, ChartPro AI is now one click away from wherever you are in OfficePro12.

With ChartPro AI, you simply record your encounter directly from the patient visit screen. When you're done, the AI analyzes the conversation and produces a structured, section-by-section chart note ready for your review. You can edit any segment before accepting it into the chart, so you're always in control of the final documentation.

This feature is designed to save providers significant time at the end of the day. Instead of dictating or typing notes after hours, the note is drafted and waiting for your approval before the patient even leaves the room. It works seamlessly within your existing OfficePro workflow — no new software to install or learn.

You'll now see a small rating tab on the right side of every AI note preview. Tap the thumbs up if the note looks great, or thumbs down if something missed the mark. Either way, it opens a brief survey where you can rate the transcription accuracy and overall note quality on a simple 1–5 scale, and leave a comment if you'd like.

Your feedback is tied directly to the visit and feeds into our ongoing improvement process. The more providers rate their notes, the better ChartPro AI gets at understanding your specialty, your style, and your patients. It only takes a few seconds, and it makes a real difference.

What's New in OfficePro 12

We're excited to share the upcoming features coming to OfficePro 12 — designed to streamline your practice, reduce manual work, and improve the experience for both your staff and patients. You can preview everything below right now at new.naturaesoft.com.

A Fresh Look and Smoother Experience

New Navigation & Look

Our new interface is responsive, user-friendly, and built around the way you actually work.

• A modernized look and feel that enhances your day-to-day experience
• An improved layout that makes navigating the suite faster and more intuitive

Enhanced Performance & Stability

• Faster load times and improved performance across the suite
• Greater stability and reliability for a smoother workflow

Greater User Access Control

• Enhanced controls help you better manage permissions and security within your practice
• Customize access levels for different staff roles — protecting sensitive information while keeping workflows efficient

Back OfficePro Automations

A new suite of automation tools to reduce manual work and keep your practice running smoothly.

Automated Appointment Reminders

• Reduce no-shows and improve patient attendance with automated reminders sent via SMS or email
• Customize reminder templates and scheduling to fit your practice's needs

Patient Auto Refill Orders

• Let patients enroll in automatic refill orders for their ongoing product needs
• Improve continuity of care by reducing missed refills
• Save staff time by minimizing manual refill requests and repeat order processing

Automated Purchase Orders

• Streamline inventory management with purchase orders generated from stock levels and usage patterns
• Set automatic reorder points so you never run out of essential products
• Reduce ordering errors and free up staff time with automated workflows

New Clinic Kiosk for Easy In-House Check-In

• Streamline your front desk with the new Clinic Kiosk feature
• Patients check in for their appointments through a simple, user-friendly interface — reducing wait times and improving the overall patient experience

ConnectPro Add-On — The Communication Hub for Your Practice

ConnectPro continues to be the most comprehensive communication solution for integrative healthcare practices, with new features and improvements to enhance communication between patients and providers:

• Telephone — Centralize inbound and outbound patient calls in one integrated hub that works with your existing phone system
• Voicemail with Transcription — Capture and manage voicemails efficiently with improved routing and follow-up workflows
• SMS — Send and receive secure text messages for reminders, updates, and patient communication
• Telehealth — Conduct virtual consultations to ensure continuity of care and convenience for your patients

ChartPro AI Assistant

The new ChartPro AI Assistant helps you create thorough, contextual notes faster than ever.

How it works:

1. Dictate to the ChartPro AI Assistant, or have it listen to your visit
2. The service transcribes the audio in front of you every ten seconds
3. When you're ready, configure the assistance settings and click Create Note
4. The system completes the transcription and gives you a chance to edit it before submitting

Once submitted, the AI Assistant synthesizes your transcript with all the relevant context about the patient, including:

• Their most recent visits
• Their intake history
• Their current medications and supplements
• The services and products you've prescribed during today's visit

You'll then see a preview of the AI-assisted note. If everything looks good, submit it to ChartPro for further editing and signature.

Preview OfficePro 12 Today

Ready to see it all in action? Head over to new.naturaesoft.com to explore these new features — and let us know what you think.