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!