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BackOfficePro practices can now send patients a short survey after each visit. Turn it on under Settings > Patient Surveys on the BackOfficePro home, choose when it goes out and whether by email, text or both, and pick the parts of the visit to ask about: booking, the front desk, the wait, the provider, each service and check-out. You can reword them, reorder them and add your own.

Patients answer from a one-tap link on their phone or computer, with no sign-in. Answers appear in the Patient Satisfaction panel and on the full results page, and a low score or a request to be contacted is flagged for follow-up.

Product Admin has a new Find New Products button. It opens the product catalog in its own window, where you can browse by brand, search and import products in a few clicks. Importing a product you already stock, even one entered under the maker's own code, updates it instead of adding a second copy, and the suggestions on Add Product now show products you already have.

If a product was entered twice, open it in Product Detail and click merge. OfficePro lists likely duplicates, shows the two side by side, and moves sales, orders, purchase orders and inventory history onto the product you keep.

BillPro practices can now have upcoming insured appointments checked with the payer overnight, for visits from tomorrow to a week out. A badge on the schedule shows whether coverage is active, a prior authorization is needed or the check failed, and clicking it shows the copay, coinsurance, deductible remaining and visits remaining.

An administrator turns it on from BillPro Settings and chooses which visit types to check. 50 checks a month are included, then $0.50 per check. From the same window you can re-check a visit at any time and record an authorization.

Automatic tagging can now tag everyone seen for a chosen visit type within a number of months, for example everyone who had an IV in the last six months, with as many of these rules as needed. Several rules can share one tag, and a patient matching any of them carries it. A tag that a rule still uses can no longer be deleted.

When one PDF, such as a signed agreement, stalled while it was being generated, other screens and documents could wait behind it for several minutes. A stuck document now gives up within about two minutes, and a document whose letterhead cannot be drawn is saved without the letterhead instead of failing.