NS - Knowledgebase

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

1. Navigate to Admin > General Settings.
2. Select the Schedule tab to view all visit types.
3. 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

1. 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.
2. Alternatively, click the tiny person icon to preview the portal as patients will see it.
3. 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!

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!

If you’re having trouble with your camera or microphone during a virtual meeting on the NaturaeSoft platform, don’t worry—here are a few troubleshooting steps that can usually resolve the issue quickly.

✅ Quick Fix: Check Device Selection

Click the room name button inside your meeting room, then go to the Device tab to confirm or change which camera and microphone you’d like to use. If your devices don’t appear, aren’t saving, or are blocked, follow the steps below.

? Step 1: Make Sure Everything is Updated

? Update Your Browser

We support the two most recent versions of the following browsers. Make sure your browser is up-to-date using the links below:

Google Chrome

Mozilla Firefox

Opera

Microsoft Edge – updated automatically with Windows updates

? On iOS Devices

If you’re using an iPhone or iPad and having issues with your microphone, make sure your device is updated to the latest version of iOS.

? Step 2: Undo a Blocked Permission

If you accidentally selected "Block" when the browser asked to access your camera or microphone, follow these steps:

Click the camera icon in your browser's address bar (usually on the right).

Select "Allow" for camera and microphone access.

Reload the page or click “Try Again.”

Example Icons:

Chrome: Camera icon on the right side of the address bar

Firefox: Crossed-out camera icon on the left

? Step 3: Clear Cache and Cookies

Sometimes outdated permissions or cached settings cause problems. To reset:

Clear your browser cache and cookies

Restart your browser

Restart your computer

Instructions for clearing your cache:

Chrome

Firefox

Opera

Edge

?️ Step 4: Check System Privacy Settings

macOS (MacBooks and iMacs)

Click the Apple logo → System Settings

Go to Privacy & Security

Click Camera, and ensure your browser has access

Repeat for Microphone

Restart your browser after changes

Windows

Ensure your browser has permission to access your mic and camera:

Camera Settings: chrome://settings/content/camera

Microphone Settings: chrome://settings/content/microphone

Make sure your video platform is listed under “Allow”.

? Still Not Working? Try This...

? Firewall and Network Restrictions

Strict firewalls or corporate networks can block access. If you’re on a restricted network:

Switch to a less strict network if possible

Use Google Chrome or Opera for best compatibility (especially if Firefox is failing)

? Disable Browser Extensions

Some browser extensions can interfere with audio/video devices. Try:

Opening the platform in an Incognito or Private window

If it works, disable extensions one-by-one to identify the issue

If you’ve tried all of the above and are still experiencing problems, feel free to contact NaturaeSoft Support for personalized assistance.