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ID	Title	Module	Category
47	Managing Email Settings in OfficePro Managing Email Settings in OfficePro OfficePro enables your practice to send emails such as forms, reminders, and teasers to your patients. To effectively configure this feature, you need to set up your company's email server. Setting Up Your Email Server Access Email Settings: Go to Admin in the main navigation. Select General Settings. Navigate to the Documents & Email tab. Enter Email Server Information: SMTP Server: Enter the outgoing mail server. Free email services like Gmail, Yahoo, and AOL may not work due to relaying restrictions. Use your website's domain email (e.g., smtp.sitename.com). Email Account: Input the email address you’ll use to send emails. Email Name: Specify the name or email address you want to appear in the "From" area of the email. My SMTP Server Requires Authentication: Check this box (most mail servers require it). User Name: Enter your email account username. Password: Input your email account password. Test Your Email Settings: Click Test Email. If successful, you’ll see a popup stating, “Your email settings are working correctly.” If you see an error message, review your entries for accuracy and retest. If issues persist, contact Support@NaturaeSoft.com. HIPAA Privacy Statement The HIPAA privacy statement will automatically be included at the bottom of all outgoing emails. You can use the default statement or customize it according to your practice’s HIPAA compliance manual. This section is also a good place to outline your cancellation or no-show policies. Using Gmail with OfficePro If you're using Gmail, follow these settings: SMTP Server: smtp.gmail.com Use SSL: True Use Authentication: True Server Port: 465 User Name: Your full Gmail address (or Google Apps for Business email account). Password: Your Gmail password. Additional Gmail Security Settings If you're having trouble connecting your Gmail account, ensure your password and other account details are correct. You may need to complete one of the following steps: Allow Less Secure Apps: Enable access to less secure apps in Gmail. Follow this Google support article for guidance. Create an Application-Specific Password: For added security, use an application-specific password. Review this Google support article or set one up directly here. By following these steps, you can successfully manage your email settings within OfficePro, ensuring effective communication with your patients while adhering to HIPAA regulations. If you encounter any issues, please reach out to NaturaeSoft support for assistance.
19	Create Holiday Create Holiday Create Holidays Mouse over Admin, click on “General Settings” Select the “Schedule” tab Click the button in the Clinic Holidays area; this will open the “Add Clinic Holiday” screen Input Holiday name Enter the specific date or choose Multiday holiday- and enter the start date and end date Set whether it is clinic-wide or provider-specific holiday Check the Active box if you want to make the holiday active and the Annual box if it occurs on the same day every year Click the “Add Holiday” button to save the holiday.
18	Managing Clinic Rooms and Resources Managing Clinic Rooms and Resources Add a Room or Resource Mouse over Admin, click on “General Settings” Select the “Schedule” tab Click the button in the Clinic Rooms & Resources area; this will open the “Add Clinic Resource” screen Fill out the Name, Type, Description, Color, and Sort Order for the room or resource Click “Add Resource Button” to save the resource changes. Edit or delete a Room or Resource Mouse over Admin, click on “General Settings” Select the “Schedule” tab Click the (edit) in the Clinic Rooms & Resources area; this will open the “Edit Clinic Resource” screen Make any changes Click “Edit Resource Button” Or to Delete a Room or Resource, click the (delete)
16	Managing Providers Managing Providers Provider Administration Providers (health care professionals) are the core of OfficePro, with the scheduling and reporting systems built around them. Editing Provider Settings To get started, you’ll need to configure the settings for each scheduled provider at your clinic. Your OfficePro account includes a limited number of providers based on your service agreement. If you need to add more providers, please contact your NaturaeSoft Customer Service Coordinator. To edit a provider's information, click the (edit) button next to the provider's name. In the Edit Provider window, update the provider’s information in the relevant fields. Setting Provider Schedules You can set a provider’s weekly schedule in the Schedule tab within the Edit Provider window. Changes are automatically saved in the background, and you’ll see a status update at the bottom of the tab when the save is complete. After editing the provider's details, you can set the provider’s daily schedule by clicking the button next to their name. This will open a window where you can adjust their regular daily availability. Unavailable times will be shown in grey on the schedule. To block off a day entirely, select "Out" for both In and Out Times. Although scheduling during these times is still possible, it’s useful for communicating the provider’s availability to front desk staff. Provider Account Management To add another provider, go to the Practice Tab under Admin > General Settings. Click the Add Provider button. You can add as many active providers as your account allows. If you need more providers than your current limit, contact your NaturaeSoft Customer Service Coordinator. Managing Providers Once a provider has been added and visits are scheduled, all visit data is linked to that provider’s account. If a provider leaves your practice, do not delete their account, as it will erase their visit history. Instead, OfficePro allows you to deactivate providers while retaining their records. Only active providers will be available in the system. Deactivated providers won’t appear in the schedule, but their visit history remains intact. Deactivating a Provider To deactivate a provider, click the button next to their name and confirm the action. The system will refresh, and the checkmark next to the provider's name will indicate that they are deactivated. Reactivating a Provider To reactivate a deactivated provider, click the button next to their name. Confirm the action. Note: If you’ve reached the limit of active providers, you will need to contact your NaturaeSoft Customer Service Coordinator to activate additional providers.
17	User Administration User Administration User accounts allow access to your system. You will want to set up a user account for each of the staff members whom you wish to have access. You are allowed as many users as you like to assist you in the management of your practice. Each user can have personalized access to the features you choose. A User account is automatically created for the new provider when you are added to the service. Add User Accounts When adding or editing User Accounts, you can decide what information you allow each user to access. Please review each of these functions carefully to protect your information. At the top of the Security tab is a field marked User Access. If you check the box marked Administrator a user will have access to all areas of OfficePro. If you want to limit the user’s access to certain areas of OfficePro, this box should remain unchecked. The following list explains each access area. Change your Password Open the Edit User screen by clicking the button to the right of the user’s name that you want to edit On the User tab, Enter your new Password The strength field will tell you the security strength of your password as you enter it. NaturaeSoft recommends using a password of a rating Strong or better Click “Edit User” to save the user settings.
15	Admin General Settings Page Admin General Settings Page All general settings for your OfficePro services can be administered from the Admin > General Settings menu option. This takes you to the General Administrative Settings page where you will have access to configuring all facets of the setup of your service. Only users with designated Administrative rights will be able to access the general settings page. Users with access to the settings can change a wide array of critical settings and this access level should only be given to those that you trust with the management of the service. On the General Settings page there are several tabs that give access to each facet of the services settings. They include: Practice Settings Practice Information Providers Users Schedule Settings Visit Types Rooms & Resources Holidays Email SMTP Server Settings Email Blurbs HIPAA Privacy Statement Documents Document Types AR - Accounts Receivable Settings Sales Tax Add-Ons Fortis Integration CardConnect FullScript Dymo Export
13	Configuration Walk Through Configuration Walk Through The OfficePro service includes a configuration walk-through that shows you how to get your service set up and ready for use in your practice. The Configuration Wizard OfficePro 11.0 comes equipped with a configuration wizard to help you get your system configured faster than ever. The configuration wizard is accessible on the footer of your service from the grey gear cog icon. When you mouse over this icon the configuration progress window will pop up showing you the steps to completion of your services configuration. When you click on the configuration steps the configuration window pops up giving you access to manage and complete the configuration steps right from the window. The configuration window is also accessible by clicking the configuration details link at the bottom of the configuration progress bar. The Configuration Window The configuration window welcomes you to NaturaeSoft and provides details on the configuration of your service. Each section of the configuration wizard orients you and gives access to the settings for your practice. Please walk through and complete as many of these steps as possible before beginning to use your OfficePro service. These steps covered in the configuration wizard are congruent to the steps outlined in the next section of the manual. Each will be covered in detail but from outside of the context of the wizard itself. To access the configuration wizard click on the grey gear icon on the bottom of the service and then choose configuration details. Configuration Outline Review your Practice Information You can manage your basic practice details including your address and phone number, etc.. from the practice tab of the Admin > General Settings page. Make sure that your practice information is complete. Your practice information is used in all facets of the service. For proper operation, make sure your practice has an email, a tax ID, and an NPI. To edit your practice information click here. When you are done with this step please mark it as complete. Review your Providers Each provider in your service will need to be properly configured. You can edit each provider's base information and their starting schedule from the provider's area of the Admin > General Settings page on the Practice tab. Review your Users Only specified users will have access to the service. Each user can be assigned access to each specific area of the service. User passwords are evaluated for strength. When adding new users or updating existing users passwords you can use the default password of 'OfficePro' to allow the service to prompt the user to reset their password on the next login. You can manage the users for your service from the Admin > General Settings page on the Practice tab. Set up your Configure To configure your schedule you will need can manage Visit Types, Holidays and some general settings. Visit Types - Visit types are used to color code your schedule and can be created to represent each of the general services that you offer in your practice. Visit types are reflective of the whole of the visit and the specific services that are added to the visit will be able to varied. Visit Type is not linked to services on visits in any way. Holidays - Scheduling holidays allows you to create times that you will be marked out of the office. You can set up as many single and multiday holidays as required and they can be for any one provider or the whole of the clinic. Here is the list of holidays currently included in your service. You can add a holiday with the green icon on the top right of the list. Set up your Contacts Contacts in OfficePro refers to each of the Companies and Persons that your business works with that are not patients or prospects. Contacts can be categorized into Referrals, Vendors, Distributors, Insurance, and Business Contacts. You can use the following links to Add contacts or review the contacts list. Set up your Products Setting up products in OfficePro can be a daunting task, but we have some tools that can help you speed up the process. Set up your Services Services are the actual service charges that you will charge to your patients. Services can include CPT code for use with insurance billing and they can be set up at your discretion to allow you complete control of your practice's charges. You are also able to create service groups that will allow you to bring multiple services into your patient's encounters at one time, speeding up your processing significantly. You can manage your services list by clicking on the Services Admin link on the Admin Menu. Only certain user types have access to manage services. Review your Diagnosis Code List Your OfficePro service was set up with a simple list of basic ICD-9 codes that will help you get started quickly. But you can easily add new codes to the service from the Admin > Diagnosis Admin menu. Set up your Patients In order to use the system you will need patients. You can easily add patients to the system from the add menu from the Add Visit form, or every patient search box. When searching for a patient if no name exists that matches your search criteria you will be offered the ability to add a new patient. Set up your Sales Tax To set up your sales tax, create a new "Sales Tax" for each tax jurisdiction that you are subject to and enter its specific tax rate. Then create a "Tax Group" for every different way that combinations of tax jurisdictions can be applied to an encounter or invoice. Once a group has been created Sales Taxes can bee added to it. The Tax group will reflect the total of all tax rates that are included in it.
14	Getting Started with OfficePro Getting Started with OfficePro Welcome to NaturaeSoft Your solution for success! The OfficePro suite gives your practice the benefits of increased efficiency, an enhanced professional image, and an integration of all of the major systems inherent to successful practices. We are excited to be able to support the success of your practice! Thank you for choosing NaturaeSoft! Getting Started To begin taking advantage of this powerful tool you will need to configure the system to match the specifics of how you practice. Use the following configuration outline to help you get your service set up. Once these steps are complete you can feel comfortable starting to use your service as your system will be configured to meet the specific needs of your unique practice. Configuration Training NaturaeSoft offers new customers a one-time configuration training that will help you to get your practice set up. We walk you through all facets of the Admin > General Settings page and help you get oriented to adding and managing, products, services, and diagnosis codes. This training can be scheduled by contacting Support @ NaturaeSoft.com and suggesting a couple of times during the week that would work well for your team. Once this meeting is scheduled we will send you a link with information about accessing the training session at the predesignated time. Accessing your Service Your NaturaeSoft services are accessible from any computer anywhere on the Internet. That’s right! Macs and PCs can use our system and even UNIX-based workstations. All that you need is an Internet browser and an authorized account with our servers. OfficePro is a hosted service provided by NaturaeSoft. As a hosted service you do not need to maintain expensive hardware internally to access and manage your practice software. To set up a workstation with your OfficePro service, open your browser and go to: https://secure.natuaresoft.com. NaturaeSoft services are accessible through your Internet browser (Chrome, Safari, etc.). To log into your account, open your browser (Chrome or Safari are recommended) and go to: https://secure.naturaesoft.com or our alternative version accessed at https://officepro.naturaesoft.com. Login to your practice account When you first access OfficePro, you will be asked to log in with your Practice Name and Practice Pass. The Practice Name and Practice Pass were sent with your welcome email from your NaturaeSoft account representative. (Your Practice Pass is often “Dr” and your last name with no spaces). The Practice is of course the name of your practice. Since spelling and grammar matter in these fields, it is best that you reference the exact practice and practice pass sent to you in your welcome email. Once you have successfully logged on to the service your Practice Name and Practice Pass will be saved locally and you will only need your username and user password when logging in from this same device. While your practice pass should be kept fairly secure it will be given out to anyone who needs to access the system so keep it easy to remember and make sure it has nothing in common with your User Password for access to the system. Note: You can access your service from multiple workstations with multiple users simultaneously. Login with User Name and Password If this is your first time logging in as a system administrator you can use the username Admin and the password OfficePro to log in and set up other user accounts. If you are a provider and your account was preset by NaturaeSoft your user name will likely be your first initial and last name (e.g. Sam Smith → SSmith). The default password for all accounts at the onset is “OfficePro”. When you log in with the password of “OfficePro” the service will prompt you to update your password information. For your security please choose a strong and secure password. If you want o change your password you can do so from the “Account” link off of the user bar at the top of every page. Once logged in you will see “your name” or “Admin” in the Admin bar in the color for your user account. Click on the “Account” button to change your password easily from here. Passwords are case-sensitive. All OfficePro customers are given the same Admin username and password, so please change the password for the Admin user to secure your account. Want to watch a tutorial on this. Click here for our Academy video tutorial on "Logging into OfficePro for the first time"
7	Configuring your ChartPro Service
37	Managing ChartPro Note Segments Managing ChartPro Note Segments Access the ChartPro Admin Page: Navigate to the Tools menu in OfficePro. Select ChartPro from the dropdown options to open the ChartPro admin page. View Existing Segments: On the ChartPro admin page, you will see tabs for each section of the chart note (e.g., Subjective, Objective, Assessment, Plan). Under each section tab, a list of segments will be displayed, with their sort order value shown in parentheses next to the Edit button. Add a New Segment: Scroll to the bottom of the accordion menu within the section where you want to add a new segment. Click on “Add Segment to this Section”. Configure the New Segment: When adding a segment, you will need to fill in the following fields: Section: Choose the section under which this segment will reside (e.g., Subjective). Segment Abbreviation: Provide a short name for this segment (e.g., HPI for History of Present Illness). Segment Title: Enter the full title for the segment (e.g., History of Present Illness). Segment Description: Use this field to describe the purpose or use of the segment for the provider's reference. Segment Hints: Include any helpful hints or tips for the provider to assist with charting within this segment. Provider Specific: Select whether this segment will be assigned to a specific provider or if it will be available to all providers in your practice. Save Changes: After filling out the necessary fields, ensure you save your changes to add the segment to the specified section. Adjusting Segment Order If you need to change the order of segments within a section, you can do so by editing the sort order value next to each segment. This allows you to customize the order in which segments appear in the ChartPro interface. Conclusion This process allows you to customize the charting experience in OfficePro by managing segments within the ChartPro admin page. Tailoring the segments to fit your practice's specific needs can enhance the efficiency and effectiveness of your documentation.
45	Setting Up the Online Patient Portal Setting Up the Online Patient Portal To provide your patients access to their appointment schedules and visit documents, you need to configure the Patient Portal in OfficePro. Follow these steps to get started: Step 1: Create Visit Types Navigate to Admin > General Settings. Select the Schedule tab to view all visit types. Ensure all the visit types you want to offer for online scheduling are created. If you need to add a visit type, refer to the Configuration video on Schedule Settings. Step 2: Configure Portal Style and Content Access PatientPro: Mouse over Tools from any page and click PatientPro. Portal Style: In the Portal Style section, customize the appearance by changing the color, size, fonts, and adding a header image (e.g., your practice’s name and logo). Embed the Portal: This section provides the HTML code to embed the portal into your practice’s website (Weebly, Dreamweaver, etc.). Portal Location: This shows the web address of your portal, used for patient links to complete or view forms online. Providers Section: Edit displayed information about your providers, including contact info, photos, bios, and philosophy. Scheduling Section: Enable or disable visit types for online scheduling. Visit types enabled for portal access will appear in color; disabled types will be greyed out. Clicking to enable/disable a visit type opens the Edit Visit Type window for further adjustments. Embedding Links and Buttons: Add scheduling buttons to your website to direct patients to the portal. You can create provider-specific buttons, visit type buttons, and a general scheduling button. After making your changes, click Save Portal Settings at the bottom of the page. Step 3: Preview Your Portal To ensure everything is set up correctly, click the calendar page icon in the top right corner of any page. This opens an intake kiosk for patient use. Alternatively, click the tiny person icon to preview the portal as patients will see it. You may consider creating a test patient account with your email to log in and check the functionality. Scheduling Tips When scheduling visits, only the first three available times for each provider will be displayed in each time category (morning, afternoon, evening). This feature helps to group appointments more effectively. Step 4: Additional Features Return to Tools > PatientPro to access more portal settings. Enable Features: Providers: Allow patients to view individual provider pages and schedule visits directly. History: Let patients view their past and upcoming appointments. Documents: Enable patients to view and download their treatment plans, encounter receipts, and other documents. Check which documents are enabled by going to Admin > General Settings > Documents tab. Uploads: Allow patients to upload documents like insurance cards or signed releases. Terms and Conditions: Enter any standard disclaimers or terms for patients viewing the portal. Conclusion Once your portal is configured and activated, your patients can begin accessing it for scheduling and document retrieval. Regularly check and update the settings as needed to enhance the patient experience. If you need to make any changes, return to Tools > PatientPro, and don’t forget to click Save Portal Settings to apply any modifications!
49	How to Embed Your Portal How to Embed Your Portal Step 1: Add the Embed Code to Your Website Copy and paste the following code where you want the portal to appear on your website: html CopyEdit <script src="https://portal.naturaesoft.com/Get_Embed_JS" data-practicepass="YOUR_PRACTICE_PASS" data-container-id="portal-container"> </script> <!-- Target container for the portal iframe --> <div id="portal-container"></div> Important: Replace YOUR_PRACTICE_PASS with your assigned Practice Pass code. Make sure you include the <div id="portal-container"></div> on the page — the portal will load into this area. Step 2: Where to Place the Code You can place this code: On a specific page (e.g., yourdomain.com/portal) Inside any content editor that supports raw HTML (WordPress, Wix, Squarespace, etc.) In your website’s HTML templates (if you have developer access) We recommend placing it where you want the portal to appear (not in the <head>). Step 3: Portal Loading and Behavior ✅ The portal will automatically load inside the container. ✅ A loading spinner will show while it connects. ✅ The portal will automatically resize to fit its content — no scrollbars! ✅ If the portal cannot load (due to network issues), a friendly error message will appear. Optional Customizations You can also: Change the container's size by adjusting the surrounding <div> styles (CSS) Add margin or padding if you want extra space around the portal Contact us if you want a custom theme or branded portal appearance Troubleshooting If you do not see the portal: Confirm that the data-practicepass attribute matches your Practice Pass exactly. Make sure you included the <div> with the correct id. Check for typos in the script tag or div id. Still need help? ? Contact our support team at support@naturaesoft.com — we’re happy to assist!
30	Admin Product Lists Admin Product Lists Within OfficePro, you have access to several lists that help you view and edit product details for effective product management. 1. Product Administration List The Product Administration list provides a comprehensive summary for each product. You can search and filter the list by vendor, product category, or alphabetically to easily find specific products. Product Details: Each entry displays the following information from left to right: Product Code: Unique identifier for the product. Name: The name of the product. Dispense Type: How the product is dispensed. Quantity: Available quantity. Manufacturer: The company that produces the product. Description Icons: Hover over icons to view the product's description, contraindications, and inactive ingredients. Inventory Information: This section includes: Number on Hand: Current stock. Reorder Point: Quantity that triggers a reorder alert. Retail Price: Price charged to patients. Wholesale Price: Cost paid for the product. Status and Sorting: On the right side, you can see if the product is active and its sorting order. Rearranging your list for custom order (e.g., shelf order) is possible here. Products with the same sorting order will be displayed alphabetically. Product Details Page: Click the arrow next to a product to access a non-editable detail page. This page includes all product information, a list of patients using the product, and related transactions. 2. Product Instructions List The Product Instructions list enables you to view and edit dosage instructions for all products in one convenient location. Search and Filter: Similar to the Product Administration list, you can search and filter this list. Editing Instructions: For each product, you can adjust: Quantity in a Single Dose: The amount prescribed per dose. Dispense Type: The type of unit for dispensing. Time Interval: The frequency of administration. Additional Details: Provide a descriptor for the method of administration or timing, along with a free-form text box for extra instructions. Patient-Facing Instructions: Hover over the speech bubble icon next to a product to view the dosage instructions as they will appear on patient labels and treatment plans. Full Editing Window: To edit other product information, click the product code or the pencil icon at the end of the line. 3. Managing Product Categories To manage your list of Product Categories, click Edit Categories in the left-hand menu. Grouping Products: Product categories allow you to group similar products based on functions, dispense types, or therapeutic modalities. Adding Categories: Enter the category name and sort order, if desired. Click the plus sign to add it. When the list refreshes, confirm the category appears and click Add. Assigning Categories: To apply categories to a product, open the product’s Edit window, navigate to the Other tab, and select up to four categories from the drop-down lists. Click Save Product to apply changes. 4. Additional Resources For information on the Inventory Management Worksheet and Reorder List, please refer to the Knowledge Base article on Inventory Management.
31	Managing Product Inventory in OfficePro Managing Product Inventory in OfficePro To effectively manage your product inventory, utilize the Product Admin area in OfficePro. Accessing Product Admin Navigate to Product Admin: Mouse over Admin at the top of any page and select Product Admin from the drop-down menu. Locate Inventory Management: In the lower left-hand menu, find the Inventory Management and Reorder List options. 1. Inventory Management The Inventory Management view assists with conducting periodic physical inventory counts and offers ongoing access similar to the initial setup with the Add Starting Inventory list. Adjustment Boxes: Next to each product listing, you’ll find three adjustment boxes: Draw, Expire, and Loss. These help track the reasons for inventory adjustments and identify systematic inventory issues. Reducing Inventory: Enter a number into any of these boxes to reduce the inventory of that item by that amount. Increasing Inventory: To increase the inventory, click the current on-hand count to open the Inventory Adjustment window. This can also be accessed from the Inventory tab of the Edit Product window. New Product Shipments: Note that inventory adjustments are not for receiving new product shipments; those should be entered in the Purchase Orders area. Non-Stocked Products: At the bottom of the inventory list, you'll find products indicated as not consistently stocked. These may be items intended for drop shipment or those you prescribe infrequently. Saving Adjustments: When you make inventory changes in the Inventory Management view, they are reflected in the New Count. Click Update at the top of the list to save your adjustments and update the On-Hand counts for each product. Printing Inventory Worksheet: If you prefer to conduct your inventory count on paper, click Print An Inventory Worksheet at the bottom of the left-hand menu. This generates a formatted worksheet in a new window, displaying each product's name, product code, expected quantity, and space for your actual count and adjustment reasons. 2. Reorder List The Reorder List highlights products that have reached an inventory level requiring reordering. Setting Reorder Levels: You set these levels in the Edit Product window, accessible from any product list. In the Inventory tab, enter a number in the Reorder Level box to allow OfficePro to notify you when the stock for that product falls below this level. Viewing Reorder List: The Reorder List displays only those products whose inventory has dipped below the set Reorder Level. Stock Notification: If you indicate that a product is kept consistently in stock, it will be highlighted in red on the Product Administration list when its inventory is low. Additional Resources To learn more about setting up your products in OfficePro, refer to the Knowledge Base articles on Adding and Editing Products, Product Lists, and Inventory Setup.
42	Adding & Editing Products Adding & Editing Products Managing Products in OfficePro Accessing Product Administration Navigate to Product Admin: Mouse over Admin at the top of any page. Select Product Admin from the drop-down menu. Product Administration Main View: The main view displays your Product Administration list. Additional helpful product views and actions are accessible via links on the left-hand side of the page. Adding a New Product To add a new product, follow these steps: Open the Add Product Window: Click the plus sign at the top of the product list or click Add A Product in the left-hand menu. Entering Product Information: Manufacturer & Product Code: Enter the manufacturer and product code to facilitate reordering. Cost and Price: Specify the wholesale cost and retail price. Dosage Information: Enter relevant dosage instructions, including amount, dosage unit, time interval, and any additional notes. Description: Provide a detailed description of the product. You can copy and paste this information from the Emerson Ecologics website if needed. Product Lookup: If you don't have all the information on hand, type the product name or its main ingredient in the product name box and click the blue “i” icon. This will search the Emerson Ecologics website for the product, allowing you to easily copy relevant details. Tax Information: Specify whether the product is taxable based on your state’s sales tax laws or if it is a prescribed product. Stock Management: Check the box to include this product in your inventory if you keep it in stock. SIG Options: Define default dosage instructions, which can be customized when adding this product to a patient encounter. Contraindications and Ingredients: Enter any contraindications, list inactive ingredients for allergy checks, upload an image for easy identification, and enter or scan the barcode number from the product label. Saving Options: After entering the information, you have several saving options: Save and New: Opens a new Add Product window for adding another product. Save and Edit: Opens the Edit window for this product, allowing you to add additional vendors, set stock reorder levels, and assign categories. Editing an Existing Product Direct Editing: You can edit product information directly in the Product Administration list by clicking the Edit option. Full Edit Window: For comprehensive changes, open the full Edit window, where you can modify all aspects of the product record. Editing Options Include: Changing retail price and wholesale cost. Making a product inactive (this moves it to the end of your product list). Changing the sorting order of products. Remember to click the Update button to save changes. Deleting a Product To delete a product, click its minus sign. Note that deleting a product will not affect any associated patient transactions. If you want to clean up your product list without permanently deleting items, consider making products inactive instead. This will hide them from the active product list while retaining their transaction history. Conclusion By effectively managing your products through the Product Administration area of OfficePro, you can ensure that your practice is well-stocked and organized. Whether adding new products, editing existing ones, or removing outdated items, OfficePro provides a user-friendly interface to streamline these processes. If you have any further questions or need assistance with specific features, feel free to ask!
43	Setting Up Your Inventory in OfficePro Setting Up Your Inventory in OfficePro Accurate inventory management is crucial for ensuring you have the right products available for patient encounters. Here’s how to set up and manage your inventory effectively. Importance of Inventory Setup Automatic Adjustments: When you add a product to a patient’s encounter receipt, the stock on-hand for that product is automatically reduced. Conversely, when you add a product receipt, the stock is automatically increased to reflect the new stock received. This minimizes the need for manual inventory adjustments, making your workflow more efficient. Adding Starting Inventory Access the Add Starting Inventory Feature: Click on Add Starting Inventory from the left-hand menu. This feature is available for the first two months of your service, allowing you to set up your initial inventory. Initial Inventory Setup: In the Add Starting Inventory view, you will see: A list of your products. Current on-hand count (initially displayed as zero). A space to enter your opening count. A new on-hand count displayed to the right. Entering Opening Counts: For each product, enter the actual number of units you have in the opening count box. As you enter the opening counts, the new on-hand count will update to reflect your adjustments. Review and Save: After entering the opening counts for all products, double-check that the new on-hand counts are accurate. Click Update to save the counts for your entire product list. Ongoing Inventory Management After the initial two-month setup period, you can continue to manage your inventory using the Inventory Management view. This view allows for periodic adjustments and helps you maintain accurate stock levels over time. Conclusion Setting up your inventory accurately in OfficePro is essential for ensuring smooth operations and effective patient encounters. By utilizing the Add Starting Inventory feature and making sure your counts are correct, you’ll reduce the likelihood of stock discrepancies and enhance your practice's efficiency. If you have any questions or need further assistance with inventory management, feel free to ask!