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Advanced Patient Search – more advanced than ever!

By | Design Update, Feature, New in Cerbo, Uncategorized

Meet the recently-overhauled Advanced Patient Search! Your favorite patient-reporting tool is now ultra-powerful, with new and updated filters and a colorful new look.

As always, you can use the Advanced Patient Search to generate patient lists based on demographic information, date filters, and specific information in their charts. So you can:

  • Generate a patient mailing list or list for an email blast
  • Use your custom critatia to see which patients to contact about scheduling an appointment
  • Create patient lists by status, tag, or other criteria
  • See which patients may have received a medication or supplement that was subject to a recall
  • And much, much more!

The overhaul brings more - and more powerful - filters and search criteria. Try it out and see what you think!

Adv-pt-search

Reporting Improvements and New Menu Item Names

By | New in Cerbo, Product Update, Uncategorized

Billing/ Reporting Reorganization

We’re excited about a long-overdue reorganization of the Billing/ Reporting section of Cerbo! The reports themselves haven’t changed much, although there are improvements. But we reworked the organization and presentation of the reporting section. Hopefully it will make your lives – and the lives of your bookkeepers – easier!

We reorganized the Financial Reports to highlight the most commonly used reports, group similar reports together, and de-prioritize “retired” reports (which remain available). We also overhauled the descriptions of each report, and in some cases renamed reports, to more clearly reflect their contents and use. Finally, we renamed the “Search by Patient” tab to “A/R & Pt Balances.”

Non-Financial Reports moved into their own tab, and now include reports that were previously found in various different spots in the system.

Small but Mighty Menu Improvements

With the increased prominence of the non-financial reports, we needed a new name for the main Billing menu. So, we changed it to “Reporting.” Then, to avoid confusion with the existing “Reports” menu, we changed that to “Generate.”

Why “Generate?” The menu formerly known as “Reports” is where you would create various printable/ faxable/ saveable documents, as well as access the patient’s updated Wellness Plan and Timeline. “Generate” applies to both types of items within the menu, and is unlikely to cause confusion with other functionality.

The options under the renamed Generate menu are exactly the same as they were under Reports. But you’ll notice some changes under the renamed Reporting menu. Specifically, we removed redundant options that are available under other menus and added direct links to pages within the reporting dashboard.

We’re always mindful that changes to the navigation can be disorienting. In this case, we felt that the changes were worth the switch. We hope that you agree!

Patient Portal Design Update

By | Design Update, Product Update, Uncategorized

Cerbo has recently give our Patient Portal a design refresh to make it easier for patients to use and to give it a more modern look. All of our customers have the option of having their Patient Portal customized to look and feel like their website. With this new design, the Patient Portal is even more customizable so your patients will feel they’re still within your digital ecosystem. Check out the new design by creating a demo account!