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| ID | Title | Module | Category |
|---|---|---|---|
| 45 |
Setting Up the Online Patient PortalSetting Up the Online Patient PortalTo 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
Step 2: Configure Portal Style and ContentAccess PatientPro:
Portal Style:
Embed the Portal:
Portal Location:
Providers Section:
Scheduling Section:
Embedding Links and Buttons:
After making your changes, click Save Portal Settings at the bottom of the page. Step 3: Preview Your Portal
Scheduling Tips
Step 4: Additional FeaturesReturn to Tools > PatientPro to access more portal settings. Enable Features:
ConclusionOnce 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! |
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| 49 |
How to Embed Your PortalHow to Embed Your PortalStep 1: Add the Embed Code to Your WebsiteCopy 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 CodeYou 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. Optional CustomizationsYou 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 TroubleshootingIf 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? |
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| 50 |
My Mic and Speakers aren't working in the telehealth meeting room.My Mic and Speakers aren't working in the telehealth meeting room.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 SelectionClick 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 BrowserWe support the two most recent versions of the following browsers. Make sure your browser is up-to-date using the links below: Google Chrome Opera Microsoft Edge – updated automatically with Windows updates ? On iOS DevicesIf 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 PermissionIf 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 CookiesSometimes 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 Opera ?️ Step 4: Check System Privacy SettingsmacOS (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 WindowsEnsure 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 RestrictionsStrict 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 ExtensionsSome 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. |