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Cerbo Update Log

December, 2021

Patients can set their contact preferences/ opt out under My Account Details on the Patient Portal, and users can update patients’ contact preferences under Patient Information in their chart.
Advanced Patient Search includes filters for patient contact preferences/ opt-in.
Undispensed inventory sales report has an option to show/ hide products that are currently out of stock.
Significant improvements to telemedicine module, including better camera/ microphone selection options.
Significant improvements to the CAPTCHA check on patient registration form and contact support form.
Bi-directional integration with NTL Laboratory.
When adding or editing a user, certain roles now require clarifying/ additional information.
New text variable for Chart Parts to pull in the list of a patient’s vaccinations that are overdue.
Chart Parts can be exported to an Excel spreadsheet (under Admin > Manage > Chart Parts).
New API endpoints allow you to manage appointment types via the API.
The Medications/ Supplements block on the patient’s chart can now accommodate up to 3 additional tabs for displaying additional categories of custom Alternate Plan item.
When setting up Health Maintenance rules that apply based on diagnosis codes, you can now use * as a wildcard character to include whole categories/ groups of diagnoses. For example, using E10.* would mean that any code that starts with E10 would trigger that rule to apply.
Inventory spreadsheet export now includes a column that shows stock that is pending (from open Purchase Orders).
Bluefin payment transactions will now try to automatically send AVS details when processing, which may result in a lower merchant services transaction charge.
System administrators can now restore deleted user accounts, allowing for re-activating the user account of an employee who left and then returned.
New configuration option can suppress all headers for all Chart Part variables. So, for example, [[pt_rxs]] would just pull in the patient’s current medications, without the header CURRENT MEDICATIONS.
When hovering over a lab that you want to order, the hover over information now includes associated charge details, where applicable.
When dispensing medications, the label will now include “Dispensed by”, showing the user.
Patients can now add ACH payment information securely via the Patient Portal (Bluefin only, and only if the clinic has ACH billing set up with Bluefin).
My Medications page on the Patient Portal now shows the date that each medication was most recently prescribed.

November, 2021

If you use Stripe for subscriptions, the Credit Card and Subscription report now flags patients who are approaching or just past “seminal” birthdays (those seminal birthdays can be configured by request to support).
Exporting the commission report now includes a number of additional columns, including the patient’s preferred provider.
For clinics that have multiple integrated Bluefin accounts, subscriptions can be set to process under the non-primary Bluefin account.
Option added to API add patient endpoint to designate the patient’s assigned Primary Provider.
When returning lab results via the API, it includes the date the results were added to Cerbo, in addition to the result date.
New API function allows wholesale replacement of a patient’s tags, rather than having to loop through to remove unwanted tags one by one.
API patient charge endpoint now includes more details about payments, including card metadata and processing account (for clinics with multiple Bluefin accounts integrated).
Kentucky immunization reporting registry integration.
Results-only integration with U.S. Biotek Labs.
Draw instructions are now included on Vibrant America order requisitions.
New API endpoint for getting patient Health Maintenance trackers.
Practices with multiple integrated Bluefin accounts that use Pax A80 devices can now designate the account when sending the transaction for processing via the A80.

October, 2021

EDI generator will now reset the LX1 segment after each claim. This should make the EDI file compatible with more clearinghouses.
Upgrade to the new 2022 ICD10 code set.
New report shows which patient charts have permission restrictions.
Oklahoma immunization reporting registry integrated.
When assigning faxes from the Inbound Faxes queue, only users who can have documents assigned to them will be listed in the Needs Review By list.
Updated immunization/ vaccine report to show (1) patients who are missing certain vaccinations, and (2) patients who have certain vaccinations.
Chat now available in telemedicine calls.
Maine immunization reporting registry integrated.
Updated Health Maintenance History Report can now show not just who is overdue or coming due for Health Maintenance trackers, but also who had Health Maintenance trackers recorded in a specified period of time.
New option for allowing individual users to have different time zones set in their calendar in the EHR (this is set up by contacting Cerbo support).

September, 2021

eRx re-certifications and updates, including a new prescribing window with additional structured sig options, new service levels for Cancel and
Added “bulk accept” option for patient-submitted vitals readings in the Patient Portal Queue.
Integration with Washington Immunization Registry MyIR.
Added an option to allow patients to bypass the “Select a Provider” step when requesting an appointment on the Patient Portal, and to instead request an appointment with “Any Available Provider.”
New API endpoint to archive/ delete patient charts.
Integration with Maryland Immunization Reporting (ImmuNet).
Added an audit report that Super Admins can run from Non-Financial Reports to show any information that was added, edited, deleted in a period of time (a user-action log).
WHO growth curves added and are now the default for 0-2 year old children, while CDC growth curves are used for 2+. Improvements to the growth curve percentile calculation.
New API parameter to remove all of a specified patient’s tags and replace them with the array of tags that is passed in using the API.
Labels generated for supplements dispensed from inventory now include lot number and expiration date.
Staff Commissions report can be exported to Excel.

August, 2021

Staff Commissions report can be exported to Excel.
LabCorp default label now includes the order number and draw date.
SMS messages (via the Twilio integration) can be copy/ pasted.
Online New Patient Registration form can now include a CAPTCHA to avoid spam/ bot registrations (and this is turned on by default for new builds).
New non-financial report available to Super Admin users to show the date that users most recently updated their passwords.
Secondary insurance details are included/ can be updated on the My Account Details page of the Patient Portal.
In the patient’s Printable Medication List, compounded medications show the strength even in “condensed view.”
New “Credit Card Attempt Report” (Bluefin only) that shows both successful and unsuccessful credit card processing attempts during the specified time period.
The option to manually name a payment/ credit pool added for Stripe users (previously was just available for Bluefin users).
New filter for scheduled tasks to show only items that were “added today.”
Illinois Immunization Reporting (I-CARE) Integration.
Option added to allow editing of alternate plan recommendations after an encounter note is signed.
Significant change to encoding handling to prevent certain characters from displaying strangly.

July, 2021

New option to edit manually-added (compounded) medication entries under Admin > Manage > Medications.
Patient Credit Card report now shows ACH details, if they have an ACH payment account on file (Bluefin only).
You can now include hyperlinks in the Patient Portal notice.
Primary Provider is now synced to Active Campaign via the integration.
New API endpoint “delta” allows you to see changes to a specified category of information in the EHR within a specified date range.
New option to view eRx refill requests for all prescribers at once in the Task list Refills tab.
Option to generate EDI (insurance billing file) directly from the “Insurance Billing Summary” report.
Options added to designate a user’s role more specifically.
Integration with BioTech Clinical.
Added the ability to designate one of the patient’s preferred specialists (in their Facilities and Specialists block) as the “referring physician.” This information flows through to insurance billing files.
ACH accounts show on the Patient Credit Card Report.
Efficiency improvements to the intra-office chat module.
Chart Parts now work within the body/ instructions of “alternate plan” recommendations.
New API endpoint to view or add tasks.
New API endpoint to get defined groups of lab readings (by lab result tag).
New report on Pellet Insertion Log shows all pellets administered during a specific period of time, to which patients, and the lot numbers.

June, 2021

Electronic ordering with Genova! Talk to your Genova rep if you’re interested in activating this.
The Insurance Billing Summary report now allows you to generate HCFA and EDI files from that interface.
When a patient checks in via the Check In Kiosk, their check in time now displays in the EHR.
When enabling 2-factor authentication, you are now able to use a non-U.S. cell phone number (by request).
When defining insurance carriers, there is now a free-text notes field for internal reference.
When setting up a payment plan schedule, changing the date of the first payment will give an option to recalculate subsequent installments accordingly.
For multi-location builds with inventory in multiple locations, there is now the option to dispense from a different location than the user is currently logged into.
Clinics that are integrated with Enter Health for billing can now perform eligibility checks from the EHR.
Optional setting to require patients to provide an explanation when adding medications via the Patient Portal.
The mobile number field is the default in the online new patient registration form.
Improvements to the EDI 837P exporter.
Any inventory items that are tracked by lot are marked as “finished” if the quantity reaches 0.
The maximum number of saved calendar profiles per user has been increased to 25.
Hovering over a charge now shows any inventory dispenses linked to that charge.
Quarterly and bi-annual subscription timing is now available (Bluefin only).
Reporting > Recurring Invoices > Active Subscriptions now shows the charging interval of each subscription, as well as a birthday cake icon beside the subscriptions of any patients within 2 months (or the interval of your choice) of a landmark birthday (e.g., 18, 65, etc., which can be set by request).
A clearer indication when viewing blood pressure, weight, and height readings which entries were patient-reported via the Patient Portal.
When sharing a handout from the Plan of an encounter note, there is now a search bar to more easily search/ add the handout.
Structured data lab results view has new filtered options to only show abnormal results, or to only show rows with at least one abnormal result.
E-prescribing for compounded medications.
Ability to export a single patient’s task list to spreadsheet.
New optional setting to auto-create an encounter note when an appointment status is changed to “checked in”.
Allocation Summary Report – fix for edge case where one payment was applied more than once toward a single charge.
Optional setting to suppress all headers inserted with Chart Part text variables (like CURRENT MEDICATIONS where the medication list is inserted).
When generating a HCFA for an encounter note with more than 6 charges, you now have the option to generate multiple HCFA forms.
When reviewing inventory dispenses, there is a clearer indication of which location (multi-location builds only).
Location filters on the Revenue Per Patient Report.
The Encounter Report (export, under Reporting > Non-Financial Reports) now includes each patient’s next upcoming appointment type and date.
Calendar Report export now shows which user marked an appointment as cancelled, and when, as applicable.
New API endpoints for custom vitals.

May, 2021

Upcoming appointments on the patient portal now show the appointment’s set “patient portal display name”.
For those with the Active Campaign integration, added ability to delink a patient from their current AC profile (removing that from AC so you can re-link them under a new email, for example), or to mark a patient as opt-out (remove their AC profile and disable syncing for that chart).
Default password requirements for the EHR now require a minimum of 8 characters.
New filter in Reporting > A/R and Pt Balances to show everyone with a balance 0-90 days old.
Added the ability for users to create and edit vaccine entries.
Reporting > Search by Charge now shows any notes associated with a charge in a patient’s chart.
Spreadsheet export of all orders that have been used now includes the date each item was last ordered.
New, easier API endpoint for adding, editing, and deleting patient tags.
When adding a new medication under Admin > Add New Rx, the default assumes you are adding a compounded medication.
When searching for patients via the API, you can now search by Social Security Number.
New API endpoint for managing patient images.
IV order shown in the Open Orders block now turns red once the number of administrations reaches the number specified in the order..
Admin > View Archived Patients (showing deleted/ archived patients) now has a search bar.
If there are multiple charges associated with a Chart Part, you now can add those to the encounter note all at once.
When resending document(s) as an electronic package, the expiration date will automatically renew/ extend.
Drag and drop sorting of diagnostic codes in the encounter Assessment box.
For clinics with 10+ users, there is now a filter in Admin > Manage > Users to just list everyone with Superadmin permissions.
New tabbed view in the Patient’s Task and Schedule History window for easier viewing.

April, 2021

Integration with Heads Up Health (for device integrations).
Integration with Platinum Diagnostic Lab.
Patient’s pronoun is now listed on the new patient online registration form.
Patient pronouns can be updated via the Patient Portal (by request).
New structured field in the Patient Information block for Driver’s License number.
New Video Resources feature for the Patient Portal allows users to recommend specific videos Those are linked to Alternate Plan Options, with URLs to Vimeo, YouTube, Loom, etc. in the body of the Alt Plan recommendation. The patient sees their recommended videos at the top of the Video Resources page, optionally with the full library of video recommendations listed below that.
New integration with Dosaggio, a platform for handling hormone pellet dosing.
Improvements to the Calendar Report – improved layout and patient names are now clickable.
All Alternate Plan Options now have printable label option.
Patient date of birth added to the cover page for faxing patient documents.
New text variables for Chart Parts for the patient’s pronoun as he/ she/ they, him/ her/ them, and his/ hers/ their.
Integration with CA immunization registry CAIRS.
New [[scheduled_location]] variable for appointment notifications and reminders.
Patient ethnicity field added. And ethnicity, race, and driver’s license information can all be patient-updated via the patient portal. This is important for vaccine information reporting systems.

March, 2021

Wellevate by Emerson Ecologics integation is live!
Change to Fullscript integration to warn when sending unavailable variants, rather than preventing the transmission.
Objects/ links shared in the intra-office chat now turn green for the current user once they click on the link.
Improvements to the Shopify integration.
Integration with WA state immunization registry.
Improvements/ fixes to patient payments via the Patient Portal to resolve issues originating from browser upgrades.
Horizontal scrollbar introduced, along with minimum calendar column width, for easier calendar viewing for clinics with many calendar columns.
The encounter note timer can now push the current time on the timer into the body of the encounter note (for tracking/ documenting time spent).
For clinics with more than one integrated inbound fax line, incoming faxes can be color-coded.
Integration with Fairfax Radiology Centers.
Prescribers can delegate their eRx authority to users who have their own NPI numbers.
Bluefin only – same-day subscriptions cannot be added after 8pm (to prevent the subscription missing the day’s final processing time).
Pediatric ages in months and weeks now always round down (rather than just to the nearest week or month).
Patients secondary address (work or shipping address) can now be set to be visible and editable on the Patient Portal by request.
New optional configuration to allow patients to make a payment online even if they do not have a balance owing.
Improvements to the check in tracking board to show the time that the patient was marked as checked in, and order by appointment time.
When creating Purchase Orders for multi-location clinics, the location now shows when searching for products.
The Allocation Summary Report can now be filtered for a specific user, so each user’s report can be printed individually.

February, 2021

The Advanced Patient Search has a new filters for patients who have a credit card on file or who have, or have not, completed a specific questionnaire.
New option to permanently delete all unused orders from the Orders/ Labs Database.
New option to permanently delete all unused Alternate Plan Options.
The Questionnaire Manager now allows age-based criteria to be based on days or months, not just years. This is helpful for pediatric clinics and well-child forms.
Resources can be assigned tasks!
CDC growth charts can be converted into cm by request.
More third-party integrations added to Admin > Manage > Integrations to be managed by clients directly.
Patients can add/ edit their secondary insurance information via the Patient Portal under My Account Details.
Chart Parts now work in the appointments notes field (internal Description field), and in task notes within the Patient Portal Queue.

January, 2021

Users with Superadmin permissions can now restore/ recover deleted patient documents.
CDC percentiles are now shown on the Head Circumference graph on the Patient Portal.
Supplement strength now show on the condensed version of the Printable Medications List.
Charge usage history (accessible from within that charge entry in Admin > Manage > Charge List) can be exported to spreadsheet.
You can now add commission values for specific charges. And there is a new commissions report (which reports commissions based on all charges, not payments/only paid charges).
When cloning an encounter note, you now have the option to create the cloned note as a sub-note of an existing encounter.
SMS messages coming into the EHR via the Twilio integration do not have to be forwarded to another number at all, but can just reside in the EHR.
The Advanced Patient Search now lists age in days or months for patients under 2 years old.
Added ability to manually adjust the transaction date for charges added as part of a Charge Group.
New option on the Patient Portal My Supplements page for patients to click to view their Supplement Regimen – specifically, their supplements, sorted by the recommended timing (if any is specified in the supplement prescription) or else listed as “not scheduled/ as needed”.

December, 2020

Patient credit card report can be filtered to show only patients with active subscriptions (Bluefin only).
A/R (patient balance) report can now feed into the Advanced Patient Search.
New default block on the calendar page for Twilio users shows all inbound SMS messages.
When viewing a patient’s longitudinal lab data, you can double click on a date column to show only the rows with data from that date.
The system will automatically detect if an appointment type’s color is dark or light, and adjust the text to be black or white accordingly, so that it is more readable.
Uploaded TIFF files are now automatically converted into PDFs when you preview them, which allows them to be rendered/ displayed by the PDF viewer within the browser.
New integrated payment terminal Pax A80 available for Bluefin users that supports payment via chip, near field communication, PIN/ debit, Apple Pay, etc.
When you hover over a charge in the patient’s account, it will now show associated dispense records, if applicable.
New alternate plan category for “tinctures” includes a special ordering profile, as well as the ability to generate a printable label.
Less restrictive rules for who can act as a co-signer.
Reporting > Non-Financial Reports > Encounter Report now shows the co-signer, if there is one.
New one-way lab integration with Chesapeake Regional Healthcare.
New text variables for Chart Parts for the currently logged in user [[current_user]] and the patient’s preferred provider [[pt_preferred_provider]].
You can now add results directly in the structured data lab results tracking view.
New report on all EHR login attempts under Reporting > Non-Financial Reports.

November, 2020

Added ability to export the diagnostic codes short list to spreadsheet.
New API endpoint to manage appointment reminders via the API.
Option for an automated after-visit email asking for a review/ rating, which can also direct patients to an external company page to collect reviews.
New inbound faxes report shows the faxes that have come in, and where they were filed.
“Portal notice” will not show on the Check in Kiosk.
When dispensing medication inventory, new option added to suppress label printing.
API: webhooks can now be triggered by patient submissions on the Patient Portal.
For clinics with the Twilio integration, you now have the option to set up a voicemail inbox, which will email voicemail recordings to a designated email address.
New non-financial report on all patient-submitted appointment requests.
New insurance billing partnership and one-way integration with full-service billing company Enter.
User interface improvement to the telemedicine interface to make it more obvious when you have muted your microphone.
Practice administrators (anyone with Super Admin permissions) can now undelete deleted documents (shown under Practice Documents > Trash).

October, 2020

When accepting handouts from suggestions associated with a Chart Part, the handout now automatically files without first opening in the Document Review window.
Chart Part fillable field placeholder {???} now works anywhere that Chart Parts can be used (most every plain text field).
New Chart Part text variable for pulling in the patient’s active medications with start dates.
Encounter notes that include voided payments can now be deleted (despite programming that otherwise prevents the deletion of encounter notes with associated actions).
New bi-directional integration with Bridge Diagnostics.
Functionality added to allow prescribers to efax prescriptions under another prescriber’s delegated prescribing authority.
New API endpoint that allows discrete lab results to be communicated without using the extended_details endpoint. This allows faster access to lab data.
Discounts Report can now be filtered by location.
New non-financial report to export all patient lab values to a spreadsheet (e.g., for research purposes).
For Bluefin users, Active Subscriptions list now indicates whether each subscription is run automatically or payment is added manually.
Hovering over a tag in the patient’s tag manager window now shows a log of when (and by whom) that tag was applied to or unapplied from that patient.
The Patient Notice, if a note is set there for a patient, will appear in the Secure Message composing window for that patient.
Indicator added to the Patient Portal (exclamation on the My Visit Summaries menu item) when a patient has a new encounter summary available.
The Advanced Patient Search now allows you to search by when a patient was marked as Inactive or Deceased.
Upcoming appointments shown in the Patient’s portal do not disappear until an hour after the appointment starts.
If you add a diagnosis to justify an order, which is not already in the encounter Assessment box, you can double click on that diagnosis to add it to the encounter Assessment.

September, 2020

Screensharing available in video calls.
Users can add or replace their own signatures by hovering over their initials in the top menu.
Resources can now have a different display name in the EHR than in the Patient Portal.
New columns added to the Open Orders spreadsheet export, including for order status.
If you change an appointment’s status to “No Show,” it will pop up a prompt to notify the patient, like it does for Cancelled and Rescheduled.
Improvements to inventory Purchase Orders, including the ability to delete saved vendors, and to set the currency used per vendor, as well as better tracking for open Purchase Orders, and more.
Printable Medication/ Supplement list can now be saved to the patient’s Documents and shared with them under the Labs & Documents page of their Patient Portal.
Improvements to the appearance of the vaccine record when printed from the Patient Portal.
Added ability to re-sort the patient’s secure message history from oldest to newest.
Updates to Twilio integration to store multimedia messages locally (in response to changes in Twilio that would lead to their deleting multimedia messages after a period of time).
In the patient search bar, numbers will not start matching to phone numbers until at least 4 digits are typed (to improve search efficiency).
Patient’s gender (in addition to sex) can now be updated via the API.

August, 2020

Added the ability to send the results of an Advanced Patient Search into specific other reports, such as the Revenue by Patient Report, and Unread Secure Messages Report.
When exporting the patient’s record as a zip file, the export now includes provider or staff Notes on the patient’s documents. Those notes come from the Notes field in the Document Review window.
When adding a new user, their permission level must be manually selected. This avoids inadvertently giving greater permissions than intended to newly-added users.
Browser autocomplete re-enabled for the Subject line in tasks.
Chart Parts‘ associated actions can now be reordered, to change the order that they appear as Suggested Actions when the Chart Part is run.
Added ability to mark charges as “reviewed” within the Insurance Billing Summary Report.
New properties added for the appointments API endpoint for indicating whether it is a telemedicine appt, and returning the unique URL for the video call).
New API endpoint for retrieving tag definitions
Improvements to Search by Charge tab in the Reporting section.
On the service receipt, you can now group all sales tax charged into a single line item.

July, 2020

Newly added ability to manage your own Patient Portal Questionnaires page! Including setting display rules so that certain forms and questionnaires only appear for specific patients, based on criteria like age, sex, upcoming appointments, primary provider, tags, etc.
New integration with Xymogen’s online dispensary Wholescripts!
The Patient Timeline now lays out nicely for printing.
You can edit an item’s wholesale pricing from within a purchase order.
New integration with Evexia Diagnostics.
Lab orders that are scheduled for a future date retain the future-date stamp when that date passes. Past dates are shown in a faded grey to distinguish them from upcoming scheduled dates.
You can now right-click on a discontinued medication prescription to un-discontinue it.
Improvements to the patient tag report to make patient names clickable, and to show when tags were removed from patients’ charts.
Speed improvements to the encounters report, as well as a new filter for signed versus unsigned encounter notes.

June, 2020

For clinics that use Hint and Cerbo, there is now a direct link from the patient chart to their Hint profile. It appears even if they don’t have a subscription in Hint.
Better drug matching on refill requests that pharmacies send without NDC identifiers, or with identifiers that don’t match what was sent.
When a Wellness Plan is generated and saved from within an encounter note, it automatically attaches to the note.
Patients can add or modify their Emergency Contact via the Patient Portal My Account Details page (optional by configuration).
Details added on the encounter summary for pellet dosing (for clinics that do hormone pelleting).
API endpoints added for reporting on patient subscriptions.
When manually-adding lab results, you can remove or reorder results fields.
New report for patient login attempts under Non-Financial Reports.
Hitting the escape key when certain modal windows are open will now require confirmation before closing the window. This is primarily in Task and Secure Message windows to avoid loss of work.
Some properties of existing Bluefin subscriptions are now editable. This includes the notes field and manual versus auto payment.

May, 2020

The Advanced Patient Search can now be used to search in the negative. First you run it once (either for all patients, or a subset), and then you can re-run the search to exclude patients based on any of the available criteria.
For clinics with multiple Bluefin merchant services accounts integrated, the End of Period billing report can now filter by account.
When filing a fax from the Inbound Fax queue, you can designate a documents subfolder in the initial screen. You can also designate documents subfolders within the multi-document uploader.
BMI is hidden on the weight chart for patients under 2 years old.
Weights measured in kg can now record additional decimal places.
Supplements and alternate plan items now support multiple saved dosing profiles.
Improvements to Fullscript integration.
New optional tab on the Patient Portal for the patient to designate “My Care Team.” That is for other providers that the patient works with, who are listed on their Preferred Facilities and Specialists in their chart.
New report on alternate plan frequency allows you to see the frequency of supplement prescriptions, alternate plan recommendations, etc.
New report on Imported Lab Results shows a log of all labs that came in via an electronic integration.
New report on Total Secure Message Volume by Provider.

April, 2020

Alternate plan items or recommendations whose instructions have been updated in the Wellness Plan will show the up in the relevant encounter note with the original instructions.
Terminology around billing and procedure codes updated to be more consistent throughout the system.
Secondary providers can now be cosigners.
Payments applied toward estimated charges will not show as an available credit in the patient’s chart, or on the Patient Portal.
A copy of the printable encounter note can be saved to the patient’s documents block.
When managing diagnostic codes, there is now a visual difference between codes that were manually disabled, versus those that are no longer part of the ICD master diagnoses list.
Inventory dispense history can be exported to spreadsheet for a specific date range, rather than just overall.
Tag report now allows you to see when tags were removed from patients’ charts.
When exporting charges to Excel, that export can include charges that were added automatically as part of subscriptions.
Patients who self-register on the Patient Portal are automatically synced to Active Campaign.
New interface for Stripe users when adding credit cards.
Subscription improvements for Bluefin subscriptions. Can now set a subscription to manual payment (suppress auto-payment & create an invoice). And can now attach related patients’ subscriptions to one another, so that one monthly payment is made for all subscribed family members.
Multi-merchant account support added to Bluefin integration for multiple accounts under the same EIN/ TIN.
PMH block now includes a filter that allows you to toggle between current problem list and full past medical history.
Medication dispensing improved to allow manual selection of which lot to dispense, when there are multiple lots in stock.
When applying a payment or credit towards an encounter note, you can hover over an encounter note to see a summary of charges in the note by charge type.
Telehealth link now shown in the Patient Portal under My Appointments for patients with an upcoming video visit.
“Warn me with this supplement expires” option added to supplement prescribing window, which will create a Follow Up Task.
Editing an appointment in certain ways (changing the date, changing the patient, or changing the status to Cancelled) will suggest an option to send the patient an email about the change. You can use Chart Parts in the email body to insert pre-created template messages, if desired.
API endpoints added for: patient charges, inventory management, and linking tasks to documents or encounters.

March, 2020

Native telehealth released into public beta.
Check in kiosk released into beta.
Tags can be set to show when adding an appointment for the tagged patient. And patient information shown on hover over now shows any tags that are set to display when scheduling.
Results-only integration with ZRT Laboratory
Improved support for Bluefin’s SREDKey credit card swiper.
Option to show the appointment request module for non-patients/ prospective patients as a page on the Patient Portal (but without requiring login), instead of embedded in an iframe in your website.
Can now pass tags in to filter patient searches via the API.
Updates to make EHR more functional on new iPad Pro.
More text variables added for use in appointment notification and reminders. And available text variables now listed under Admin > Manage > Schedule Types > Manage Default Notifications.

February, 2020

Can now link directly to pages within the Patient Portal. And if a patient’s login times out, they will return to the page they were previously on when they log in again.
Status added for discontinuing medication or supplement for “Refused/ declined.”
Print price tag option added for any charge marked as “Is supply or product” in the Charge List.
New API endpoint for getting secure messages via the API.
Chrome’s autofill largely disabled from auto-filling information into fillable fields within the EHR.
Health Maintenance Chart Part variable now can include comments on Health Maintenance items (optional configuration setting).
Many markable image charting templates now support tablet pen input devices.
More filter options when running Health Maintenance reports.

January, 2020

You can now schedule secure messages to be sent in the future.
New non-financial report: see a clinic-wide history of electronically-delivered lab results.
New integration with Ambra Health for in-house imaging services.
Wholesale cost added to Discount Report export.
Can now delete Quest requisitions from Sent documents tab.
Improved logic for grouping identical medications in a patient’s med list.
Improvements to (optional) website-embedded appointment request iframe to handle Safari security updates.
Insurance EDI file now follows custom settings, if applicable that you have set for “manage how this charge displays on an invoice.”
When generating a HCFA, you can now manually edit the notes field above each CPT in the HCFA form.
Additional fields added to the encounter note type manager, including the ability to require a diagnosis code based on the encounter type.

December 2019

ACH payments (for both a la carte payments and subscriptions) now available via the Bluefin payment systems integration.
New interface for setting up Chart Parts that pull in patient’s responses from a questionnaire via special text variables.
Your currently-integrated labs now listed under Admin > Manage > Integrations.
Style improvements to many printable forms.
Cleveland Heartlabs integration now supports ordering as well as results.
Labtech Diagnostic bidirectional integration.
EHR integration with iHealth devices released.
Style and functionality improvements to longitudinal/ structured lab tracker.
Bulk-update option added for sales tax rates.
Chart Part text variables now support listing of multiple upcoming appointments.
Patient Portal can show a flag to patients when they have a new encounter summary to view (optional configuration setting).
Supervising physician information is transmitted along with eRx when routing controlled substances electronically.
2020 ICD-10 codes installed.
Performance improvements to speed up calendar navigation.
Active subscriptions export added.
Documents can now be downloaded by right-clicking the document name (without opening the document).

November 2019

Tags can now be assigned colors, and the associated tag note can be set to display on the patient’s dashboard (in the Patient Information block).
Toggle to see everyone’s Open Orders (instead of just the ones you added) in your Task list.
Charges for inventory items where the item was NOT dispensed from inventory are now starred in the patient’s chart to visually distinguish them from other charges.
Printable calendar report now shows patient’s preferred phone number.
Improvements to the clarity of sent e-faxes of color documents.
When editing an appointment, the end time will automatically adjust to maintain the appointment duration when the start time is changed.
On a tablet/ touchscreen, you can now touch and hold to expand/ contract blocks in the encounter note view.
Added ability to manually add a note at the top of an Insurance Invoice.
Option added to include more than one free text notes field within the PMH block.
Performance improvements on initial sign-in.

October 2019

Completely overhauled and expanded Advanced Patient Search.
Encounter note types can be managed/ added/ edited via the EHR.
When documents are uploaded from an integrated scanner, they can now be filed without categorizing them.
Retired “Printable Receipt” (the Service Reciept should be used instead).
New patient age text variable [[pt_age_with_units]] (for use in Chart Parts) that inserts their numeric age and the units (years, months, etc.). Useful for pediatric patients.
Ability to associate a handout with an encounter note (and share it with the patient via the Patient Portal) from the encounter note Plan box.
Addition of “No known drug allergy” indicator on Patient Portal Allergies tab.
Insurance Billing Summary (list of all encounter notes during a period with relevant details) can now be filtered by patient tag.
Users in multi-location practices can now change their location without logging out of and back into the EHR.
New API endpoints for detecting the available types of encounter notes and details about those encounter types, deleting encounter notes, and managing tasks.
Improved functionality and reporting when payments are applied to Estimated Charges.
Supplement time of day dosing instructions now show on the Encounter Summary.
Two new estimated charges reports – one showing all unredeemed estimated charges, and one showing estimated charges converted to regular charges during a specific period.
Warning pops up if you try to close a task with unsaved changes.

September 2019

“General” inventory can now be added, which is an inventory item associated with a charge, but not with any prescribable item.
Can now mark an inventory item as discontinued to remove it from inventory search/ management without deleting it.
Inventory Sales and Sales Frequency by Charge reports can now be filtered by location (multi-location practices only).
“Applied payments” line item will now appear within the encounter note Charges/ Payments box and on a receipt generated for that encounter if a payment added outside of the encounter note was applied toward that note.
Integration with CPL now includes PDF of results provided by the lab.
Bi-directional integration with HealthLabs.
When querying the API for incoming Patient Portal requests/ messages, you can now filter by status or request type.
API endpoints added for reporting on patient subscriptions.
Option to mark an installment of a payment plan as manually paid (rather that rescheduling the entire payment plan upon receiving payment separately).
Option to bulk attach multiple documents to an encounter note, and share them with the patient via the Patient Portal all at once.
Tags can now be set to show in the Add Appointment window when a tagged patient is associated with the appointment.
Webhooks can now include custom headers (authorization headers, etc.).
Fullscript’s recommended dosing information can be selected when routing supplement prescriptions to Fullscript.

August 2019

When adding a new patient (Admin > Add New Patient), you can opt to add their full home address in the Add Patient window.
Medications history pop out window now has a sortable Start Date column.
Pharmacy note, if there is one, shows at the top of the page when that pharmacy is selected in the fax window.
IV orders, injection orders, etc. can now be printed or faxed.
New report: Unallocated Payments Report.
Chart Parts now work within the Fax Markup tool.
Patients can now choose to download all of their documents as one zip file on the Patient Portal Labs & Documents page.
Option to add a supervising physician’s details within a user’s profile (Admin > Manage > Users) – this information will show on that user’s prescriptions.
Patient Credit Card report will now highlight cards that are expiring within the next 60 days.
Filters added to “Export Charges to Excel” for including or excluding voided or deleted charges.
Nickname/ patient’s preferred name is now an available variable for appointment reminders.
Discounts can now be defined with up to 2 decimal places.

July 2019

Integration with Fx Med Support, which develops integrations between your EHR and third-party services.
Estimated Charges can have a set expiration date.
Patient responses to questionnaires are automatically converted into text variables, which can be used in Chart Parts to pull questionnaire answers into chart notes.
New option for Cerbo to send out a daily low inventory stock notification email to a designated email address.
Medication inventory can now have an associated fact sheet, which is easily printed with the medication label and automatically shared with the patient on the Patient Portal.
Inventory management view under Admin > Inventory now allows sorting by location.
Significant improvements to EDI 837P claims generator.
Option to remove tests within the Quest electronic ordering window.
Option to enable same-day appointment requests on the Patient Portal.
Editable printable/ faxable/ saveable forms (Blank Editable Form, Printable Patient Chart, etc.) now support browser spell check when editing.
Bi-directional lab integration with Professional Co-op Labs.

June, 2019

Interface improvements to encounter note Charges/ Payments box so that charges/ payments/ estimated charges can be added more quickly, as well as new “Add and Add Payment” button in the Add Charge window.
Improved medication matching pattern for eRx refill requests.
Patients can now submit up to 2 decimal places for height and weight readings on the Patient Portal.
Option to see all patients with specific preferred pharmacies or laboratories on file under Admin > Manage > Pharmacies and Admin > Manage > Laboratories.
Improved support for multi-location practices under Hint integration.
Bi-directional lab integration with ProPath.
Improved ordering profiles for certain alternate plan options, including IVs, injections, and pelleting.
API patient/ endpoint now includes tertiary and quaternary insurance (both read and write).
New API endpoint to send an email to the patient that includes the styling/ formatting of other outbound emails.
Calendar Report defaults to “today” and includes a printable option (in addition to the spreadsheet export).
New options co-sign and take ownership of the note when co-signing an encounter note.
Ordering of diagnoses within the encounter note Assessment box can be set beyond just Primary versus Secondary.
Active Campaign integration upgrade to regularly sync patients’ updated appointment information to Active Campaign throughout the day.
Upgrades to styling of many printable reports.

May, 2019

New ability to associate a charge with an order, to make it easier to add associated charges for practice-pay labs or dispense lab kits for orders.
Open orders can now be edited (to change, for example, justifying diagnoses, notes to lab, etc.)
Option to show charge notes on insurance invoice.
For multi-location practices: email footers now adjust to reflect the specific location information.
Bi-directional lab integration with Laboratory Alliance of Central New York.
Sort by appointment type added to appointment waitlist.
New device integration with Bluefin for the SRED key swiper device, which makes PCI compliance easier.
When searching for patients, inactive patients sort to the bottom of the list.
Optional setting to show more of a patient’s upcoming appointments when you hover over their name (default shown is the next 3).
Update to API endpoint extended_details to include basic vitals (height, weight, etc.).
New mail sending service integrated to add redundancy and improve deliverability and email delivery times.
New Encounter Report shows all encounter notes in a time period, filtered by type and/ or note “owner”.

April, 2019

2-Factor Authentication released for the EHR.
Major update to enable outbound faxing of a large number of pages at once. In place of a traditional fax, you can now transmit a cover page with an access code for the recipient to pick up the whole fax as a downloadable digital file.
New shortcut to add “fillable fields” to your Chart Parts. If you have `{???}` in the text of your Chart Part template, then when you pull the template into the text of your note, you can press the tab key to go to the next {???}, then type to fill in the desired value/ information.
Practice Documents now sorted alphabetically by default.
Allergies tab on the Patient Portal allows patients to designate their allergies in a way that populates into the Allergies block in their chart.
Diagnosis can be right-clicked to designate the “Date of Onset,” which populates into the EDI and HCFA-1500.
Configuration option added to allow patients to designate a person with Power of Attorney on their My Account Details Page, with the information being stored in their Relationships block in the EHR.
Added ability to recategorize inventory items.
New report: “Inventory Snapshot”, allows you to see historical stock levels
New financial report: Discount Report shows you frequency and dollar value of discounts given in a particular period.
Added ability to delete pharmacies.
Recurring billing will now re-attempt payments on failed transactions every 7 hours instead of every 3.
Improvements optimizing queries relating to tasks, calendar, charges, and encounter notes to increase overall system performance.
The Health Maintenance Report now shows each patient’s next upcoming visit and when exported to Excel, each patient’s next upcoming 5 visits.
Income report now shows margins as well as gross.
Bi-directional lab integration with Premier Laboratory.
Bi-directional lab integration with UNMC Pathology.

March, 2019

New integration available with HealthBiller for Insurance and/ or recurring/ subscription billing.
Big improvements to the styling of the Patient Portal! Clinics with custom Patient Portal styling in place should make sure to review the updated portal and make sure it looks good with their customizations.
Improvements to scheduling for multi-location clinics, including the ability to assign appointments to different locations and new location-selection option in Patient Portal Request Appointment page.
More beautiful vitals graphs in the patient’s chart and on the Patient Portal.
Supplement and drug inventory tracking/ dispensing by location for multi-location clinics.
Lab integration with Treasure Valley Lab.
Improved communication and marking of duplicate credit card transactions between Cerbo and Bluefin.
Medications that are only controlled at the state level (no federal DEA listing) can be forced to route to the pharmacy as a controlled substance.
When editing a charge, you can view an edit log of any other changes that have been made to that charge.
Confirmation prompt added when Esc key is pressed (which would ordinarily close the top-level pop up window) for certain specific windows, to avoid inadvertent loss of work.
Sex and gender identity formally split into two fields.
When adding “Group charges” that have a pre-defined discount, any charges that are not marked as discountable will not have the discount applied.

February, 2019

Major performance improvements for practices with long appointment and charge histories.
Hovering over a prescription now shows what pharmacy it was sent to (rather than having to check the Sent log).
Improved tools for practices that do hormone pelleting.
Added ability to view patient’s contact information when editing a task by hovering over the patient’s name.
Added prompt for clinics to set a primary clinic contact.
Added ability to manually name payments (for clearly identifying credit pools).
ERx refill requests can be denied without having an associated patient.
When running AR/ patient balance billing reports, you can now set an “as of” date to see balances as they were on a specific date.
Sending orders to LabCorp will not require valid ICD10 codes if the order is “client bill”.
Lab integration with UVA Medical Labs.

January, 2019

Fullscript integration improvement: new tool to sync over favorite producs into Cerbo.
Stored credit cards can now have an associated note.
Big improvements to the LabCorp Accudraw ordering guidelines document generated for an in-house phlebotomist.
Adjustment to supplements and “alternate plan item” searches to put matching items from inventory list at the top of the results, even if the inventory item is out of stock.
New API endpoints for charge data.
Bi-directional integration with Finlay Clinical Laboratory.
Insurance Invoice improvements.
Can now past-date open orders (for recording historical orders).
Added ability to clone inventory Purchase Orders.

December, 2018

ICD-10 search now supports common term searches (e.g., “Bloating” works to find “R14.0 Abdominal Distension (Gaseous)”!
Inventory improvements, including more detailed product change logs.
Ability to right-click a supplement or product (that is in your inventory) in the encounter note plan to add the applicable charge and dispense from inventory.
API updates allowing appointment management via API.
2019 ICD-10 codes available (and already installed on most builds).
Ability to export a patient’s charge history to spreadsheet.
Ability to export the change history for a single inventory item to spreadsheet.
Search by Charges tab under Billing now includes location filter (multi-location practices only)

November, 2018

New option to include non-binary gender designation on the online registration form, and displayed in the patient’s chart.
Insurance invoices created for a sub-encounter note now can pull in diagnoses from the parent note. This could be used, for example, for sub-notes that are written/ signed by someone who may not legally diagnose.
Reply button added for tasks that have been assigned to one user by another, to quickly assign the task back (with notes, changes).
When adding or editing charges inside of an encounter note, you can now identify which specific diagnoses are used to justify which specific charges. This is reflected in HCFA-1500 claims forms, EDI export files, and various exported charge reports.
For practices that allow online appointment requests, the default prohibition on same-day appointment requests (or the custom prohibition set at your request) now prevents appointment requests after hours the day before as well.
Fax markup tool updated to better handle documents of more than 20 pages.
Added ability to delete Health Maintenance rules.
New API endpoints including ones that can create encounter notes and manage charges.
Prescription Refill Tasks now count toward the “number of open tasks” bubble on the Tasks menu.
Improvements to the Inventory Change Log export.
Inventory Sales Report allows you to view line items by manufacturer, as well as totals by manufacturer and full product list.
Sales Frequency Report can now be filtered by user (charge owner).
Tag summary report now includes monthly summary – how many patients were tagged by month.
Singulex integration – lab name changed to Veridia Diagnostics.

October, 2018

Questionnaires can be set to auto-file (not appear in the Patient Portal queue, but just go straight to the patient’s chart). This is set on a per questionnaire basis by request.
Several windows, including the document review window, now include additional “Last Updated” or “Edit Log” information in the lower right corner.
Improvements to the Active Campaign integration, plus a button will appear on the patient chart if they are linked to a contact in Active Campaign.
Patient Portal history can be set to paginate for patients with very long Patient Portal histories (helps with loading times).
Medication inventories can now be set/ dispensed from multiple locations (multi-location practices only).
Lab results/ vitals can now support free text values.
Ability to merge result documents that have come in via the electronic/ HL7 queue available by request.
Uni-directional integration with Precision Analytical (DUTCH) labs.

September, 2018

Integrated scanning (scan directly to the EHR) is now available!
New option to allow patients to designate their own preferred specialists and external providers on the Patient Portal.
New API endpoints, including management of appointments and the ability to set up completely custom API routes.
Injection orders now behave similarly to IV orders.
When lab results are pushed into the encounter note text, the reading date is now included by default (can be turned off by request).
New variable for Chart Parts: pt_pronoun will insert he/ she, depending on the patient’s sex.
Ability to disable diagnostic/ ICD10 codes that have been used, but do not want to use in the future.
For practices that use Group Billing Accounts and are using Bluefin for merchant services, a patient’s group (if they are assigned to one) is now shown in the Patient Information > Billing tab.
Income Report shows insurance payments that have been entered.
Significant improvements to EDI generator for practices that bill insurance.
Printed documents/ forms now have a reduced default margin. Users that have manually set their browser print margins to 0 may want to update to use the default.
Bi-directional integration with Interpath Laboratory.
Bi-directional integration with MDL.
Uni-directional “lab” integration with (so that orders placed through them come back via electronic HL7 feed).
Beta development of ASP model LabCorp integration, effectively allowing for faster integration of new LabCorp accounts.
Bioreference integration update – requisitions will be automatically split based on the transport temperature of the specimens.

August, 2018

Faxable/ printable/ saveable lab requisition form shows the “scheduled date” for future-dated lab orders.
New variables available for email and SMS appointment reminders.
Pharmacy management view (Admin > Manage > Pharmacies) shows a flag by any pharmacies that are not e-prescribable (no NCPDP number).
New report: Diagnoses by Frequency (under Billing > Generate Billing Reports tab).
Patient Portal can be configured to use non-U.S.-formatted date stamps.
Improved filtering/ searching of archived Patient Portal requests.
Bi-directional integration with AEL Labs.

July, 2018

Additional filters on End of Day/ Month/ Year report.
Pressing Esc key will close the top-level pop up window.
New report for Bluefin users that shows all patients with a non-expired credit card on file.
New billing history view that shows how payments were allocated to charges (accessible by popping out a patient’s billing history, and clicking on Show Allocation).
Ability to Abandon/ Delete/ Complete open orders in bulk from the Open Orders task list or the Open Orders pop out window in a patient’s chart.
Email and SMS reminders now work for recurring appointments.
Growth curves and vitals graphs updated with a whole new look and improved data visibility.
Interface with Empire City Labs now generates specimen-handling information when an order is submitted.
Bi-directional interface with Lincoln Diagnostics laboratory.

June, 2018

Fullscript integration released into Beta.
Big improvements to IV ordering, including new Osmolarity column and calculator in the IV order profile, and smoother IV ordering/ administration workflows.
Appointments can now have default notification and reminder text and timing set per appointment type via Admin > Manage > Schedule Types.
Class scheduling – you can set certain appointment types to allow more than one patient to request the same appointment slot (up to the number of patients that you specify for that appointment type) via the Patient Portal Appointment Requests page.
Ability to restrict entire patient charts to be visible only by specific staff members.
Bi-directional integration with West Pacific Labs.
Integration with Pathgroup labs upgraded from uni-directional to bi-directional.
Create a scheduled or standing task linked to a document directly from the Document Review window.
Improved/ condensed view for the Calendar Options box for clinics with more calendars/ providers.
Checking the “Remind me” checkbox when prescribing a medication will schedule a Follow Up task linked to that prescription.
New configuration option to limit the number of secure messages a patient can send in a given period of time.

May, 2018

SOAP/Encounter block now includes a filter option to show/hide notes by type.
Up to 4 insurance carriers per patient now supported.
Option to bulk-generate HCFA-1500 forms from the Insurance Billing report.
When adding Suggested Orders to the Plan (from your lab order Chart Part templates), new option to pull Suggested Diagnoses in as the “Reasons for these orders,” without adding the diagnoses to the Assessment box.
New “Date Started” column in patient’s expanded Medications History.
Designate a preferred credit card so that card is starred and any recurring billing is run against that card, even if a new credit card is added.
Lab orders designated as “Patient Pay” now display a $ icon beside the order in both the Plan box and Open Orders block.
New configuration option to use imperial units for height (feet, inches) and weight (pounds).
Option to share parent note plan/assessment when signing subnote.
Patient can now submit a request via the portal to “refill” a supplement. Also, new right-click option to refill the supplement from the patient’s chart in the EHR.
New configuration option to harass patients in the portal to enter their supplements or medications (if there are no medications or supplements on file for them).

April, 2018

Intra-office chat released into Beta.
Option to save multiple different preferred calendar views per user, as well as quickly toggle to view all providers scheduled for a particular day.
Under the Sent Documents tab in a patient’s chart, more details are shown about the e-rxs that have been sent for that patient.
Improvements to the Income Report.
New filters for “For Review” (documents) tasks, including Recently Reviewed and Unreviewed but Unassigned.
May add all of a patient’s “Recent Diagnoses” to the encounter note Assessment box.
Option to specify a custom “PMH name” for a diagnosis that would show instead of the formal dx name when that dx is added to a patient’s PMH block.
Image cropping tool improvements, including improved functionality on a touch screen.
Various improvements to the Printable Patient Chart.

March, 2018

For practices that bill insurance, we now support ADT bridges to a number of insurance billing platforms.
New Chart Part variable [[pt_preferred_name]] can be used to insert the patient’s nickname, or show their first name if no nickname is specified.
Clicking on the x# beside a supplement that has been prescribed more than once for a patient in the patient’s Supplements block will expand to show (and highlight) the previous prescription records of the same supplement.
Right-click on any Alternate Plan item (supplement, custom recommendation, etc.) in the plan of an encounter note to push the details of that supplement/ recommendation/ etc. into the text of the encounter note.
New configuration option to have documents on the Patient Portal Labs & Documents page shown grouped by subfolder.
New configuration option to have expired medications and supplements prescriptions automatically removed from the Wellness Plan.
New report: view all upcoming appointments for a specific patient.
Hovering over an event in the calendar will now show the associated patient’s basic info (if applicable).
Patient Portal Queue can now be filtered by request type and by primary assigned provider, and these filters can be saved as part of the user’s default view.
Option to push imported (HL7) lab results into the text of an encounter note (from results document OR lab value tracker).
Option to create patient-specific tags in the lab value tracking window for creating patient-specific lab value groups.
Bi-directional integration with MD Labs.
Bi-directional integration with ConnectWise Automate (LabTech).

February, 2018

Your social media accounts can be automatically linked in the footer of emails to patients from the EHR.
Unread secure messages can now be deleted by clinic staff.
Added functionality to the patient’s order manager (expanded view), including a secondary drop-down menu for order status (in addition to result status), free-text area for order notes (in addition to result notes), and the option to view an edit log on any patient order.
Bi-directional interface with Cole Diagnostics.
Open Orders Task tab shows order status and allows you to sort by date.
In Orders/ Labs Database, short list favorites are starred, and the number of times a test has been ordered is shown.
Inbound faxes are loaded differently to optimize calendar screen load time upon login.
Printable Patient Charts now include PMH by default.

January, 2018

Recurring subscriptions via Bluefin released into Beta.
Hovering over a date in the Mini Calendar shows number of days or weeks that day is from the currently selected date.
LabCorp bi-directional interface will now automatically generate printable specimen labels.
Improvements to CDC growth curve graphs, and percentile display, for pediatric growth measurements.
Printable encounter summary view in the Patient Portal.

December, 2017

Patient merge tool allows you to merge duplicate patient charts together.
Improved lab and vitals tracking, including the ability to create panels that you follow in your tracked lab results, and the ability to push the values from a results document into the text of an encounter note.
Improvements to billing reports.
Twilio integration supports calls to international numbers.
When viewing multiple users’ calendars side by side, you can set the order that the calendar columns appear.
We are now able to generate and sync ADT/HL7 messages with labs and billing services. If you have an external billing system or a lab that we don’t have an integration with, demographics can be kept in sync. Set up by request.
End of Day summary (billing report) shows subscriptions by primary assigned provider.
Uni-directional integration with VCS Test.
Results-only integration with PathGroup Labs
Bi-directional integration with Vibrant America labs.
Advanced Patient Search includes more columns in the CSV export, including patients’ secondary insurance.
Admin > Manage menu reordered to alphabetical order.

November, 2017

Users can manage the list of vitals that shows on the main Vitals block, as well as manage the list of enterable lab and vitals fields.
Inventory sales report can be grouped by inventory item type.
Revenue-per-patient report updated to show amounts of payments as well as charges.
Pediatric height/weight graphs automatically adjust in scale according to the readings on file.
For new practices or by request, Patient Portal now has a “home” button that allows the patient to easily return the the first screen they see upon logging in.
More colors added for drawing on markable charting templates (images that you can draw on and then save to the patient’s chart).
Better filtering and error flagging added to Insurance Payments billing report tab and EDI generator.
Bi-directional integration with Access Labs.

October, 2017

The Charge List now clearly shows which charges are associated with inventory items.
Inventory management view now clearly shows which inventory items are being synced with Shopify.
When editing a pharmacy’s details, new option to match to a pharmacy in the formal NCPDP database (so you can ensure the pharmacy details are correct and send eRxs).
Can now add estimated charges using Chart Part templates (to group estimated charges together and/or add estimated charges along with other items).
New option to have supplement product codes shown on the Patient Portal.
Incoming secure messages can generate an email notification to the specific provider/user the secure message is directed to (rather than to a central inbox).
Lab results grid view now has locked left-hand (test name/label) column so that the test result names will not move/will remain visible as you scroll.
You can now schedule future-dated lab orders.
Graph showing the total number of patients in the practice now adjusts for patients marked inactive or deceased.
You can eRx all medications in a SOAP note by hovering over the plan box and selecting that option (like you’ve always been able to do with eFaxing).
Appointment reminder emails and SMS messages now support [[pt_first_name]] and [[pt_last_name]] variables.
Supplement Plan Manager allows you to add in a grid-row item in case you want to free-text in another timed activity.
Easier to bulk-create overdue Stripe Subscription invoices.
New free text search field in the Documents block of the patient’s chart allows you to search that patient’s documents for a document with specific word(s) in the title field.
Improved interface for tablets.
Injections as an alternate plan-type can now support templates and workflows similar to IVs.
Calendar now supports up to 20 simultanious appointments for the same provider.
When taking payments you can give the credit/payment a name (used to create a credit pool for later applying to specific charges or charge types).
When allocating payments/credits to unpaid charges, you can now use specific payments/credits to pay specific charges (previously, the system presented one pool of credit, which was automatically applied starting with the oldest credits).
BioReference interface generates labels for phelbotomists.
Health Maintenence reports can be exported to Excel.
Calendar report exports now include the patient’s preferred phone number.
Cosigner name/cosign date shows when printing encounters.
When exporting the results of an Advanced Patient Search, patients’ insurance details are included in the exported file.
Format of the printable prescription form now supports several layouts.
When printing labels for dispensed drugs, you can now notify patients via text that their prescription is ready for pickup.

September, 2017

Integration with NutrimentRx online supplement dispensary.
CPL bidirectional upgrade completed.
When patients register online, certain tags can be automatically applied based on question responses, and a primary provider can be assigned.
Can now change how SOAP notes treat up and left-arrows when chart-part suggestions are showing (they can either be set to jump to the suggestions or move around the text area as normal).
A/R billing reports will no longer show archived patients.
Export charges to spreadsheet – resulting spreadsheet will now show patient DOB as well.
Patient demographic report allows you to see your patient population distribution by ZIP code.
If a patient is part of a group account, hovering over the group name in the Patient Information block will show what categories of service that group will pay for.
There is now a field to enter product barcodes within Charge List entries.
Bidirectional interface with HealthImages.
Can disable patients’ ability to create new supplement definitions through the My Supplements page on the Patient Portal.
Can disable patients’ ability to request an appointment via the Patient Portal or to send a secure messages on a patient-by-patient basis.

August, 2017

Lab results fields and vitals readings can accommodate non-numeric text entries (for example, color for urinalysis readings).
Improved layout of the insurance invoice.
New Chart Part variable for listing the patient’s vaccines on record: [[pt_vaccines]].
For clients with a Twilio integration: received SMS messages now appear with the patient name associated.
LabCorp bi-directional integration approved.
Stripe users can now opt whether or not to prorate a subscription charge when changing or cancelling the patient’s subscription plan.
Added support for multiple Bioreference accounts in a single location.
Major improvements to the charges-added check report, including showing multiple SOAP notes per patient (if applicable), including a filter by location, and allowing a date-range.
Can now print graphed lab results.
Outbound faxes can be sent without any patient associated.

July, 2017

Patient timezone support! A patient’s timezone can now be set in the Home Address tab of the Patient Information window, making it so that appointment reminders and the upcoming appointment notice in the Patient Portal will show the appointment time in the patient’s timezone.
Improvements to the estimated charges module, including making it possible for estimated charges to deduct from inventory, and the ability to add sales tax when estimates are approved.
Group charges can now be pre-assigned a discount.
Major improvements to the user-management system.
Added a Controlled Substances report for easier state-reporting.
End-of-Day report now includes insurance payments and write-offs.
Added ability to renew/refill prescription medications that were originally added to the patient’s chart as self-reported/admin records.
Simplified display for resources (rooms/chairs) in calendar views.
Patients can be “archived” (deleted) to remove them entirely from searches, etc. Archived patients can be recovered if needed.
If a Chart Part includes an action (diagnosis, prescription, lab order, etc.) that has been inactivated, it is now clear from the Chart Part management view.
If patients have overdue subscriptions in Stripe, the outstanding subscription amount now shows on patient statements.
Improvements to the Income Report.
Cloning a SOAP note will now carry over zero-dollar charges.
Integration with Select Laboratories.
Calendar export report now includes a filter by provider.
Hovering over the red “Inactive” or “Deceased” label on patient charts will tell you who set them to this status.
HCFA now uses providers full first name, and also supports more preset configurations.

June, 2017

Estimated charges – created a feature to be able to add “estimated” charges to a patient’s account that do not affect the patient’s balance, but are easily tracked and then converted to regular charges or removed, as needed. This can be used to more easily generate estimates for patients or to track usage under a package purchase made.
Email notices to patients for secure message notices and document notices include “Dear [First Name]”, so that it is clear which patient on a shared family email account the notice is meant for.
Improvements to the inbound fax rotating and splitting tool.
Iframe/embedded calendar option available, so that you can embed the appointment request module outside of the Patient Portal in your website to be able to allow prospective patients (who have not yet registered or signed up for the Portal) to request appointments.
Added a wait-list tool for tracking patients who want to be scheduled into the next available appointment slot.
Bi-directional integration with Pathology Reference Laboratory.
Added ability to delete comments appended to signed SOAP notes.
Major API roll out for patient data, encounter data, and document data endpoints.
“For Review” task tab (listing documents marked as needing review) now shows document categorization as a column.
Added the General Wellness Plan manager, similar to the supplement plan manager, for organizing and tracking ALL of a patient’s treatment plan items.
SMS message history now shown at the bottom of the window where you compose new SMS messages to a patient (clients with Twilio integration only).
Improvements to the eRx system.
Added option to check a box to show voided charges on an insurance invoice.
Improvements to bulk-XML export (for clients running advanced analytics).

May, 2017

Filters added for calendar report (export to Excel), including the ability to include deleted appointments.
New Chart Part text variables for all diagnoses in a particular SOAP note – [[soap_dxs]] – and the patient’s next upcoming appointment – [[next_apt]].
When reviewing email history, it will now include details about any documents attached to those emails
Almost all parts of the calendar now display in 12-hour time by default.
Re-organization of top-level menus, including the addition of the Pt Portal menu and user initials on the top right.
Added the ability for a patient to be able to create a new supplement entry in the supplement list via the Patient Portal (if they are trying to add the supplements they are taking to their chart via the My Supplements tab, but cannot find the specific supplement in the search).

April, 2017

Integration with Hint Health.
Health Maintenance rules can be edited or deleted.
Patients can be set to prospective-status, which makes them show up differently in searches and reports.
When assigning diagnoses, orders, drugs, etc. to Chart Parts, you can now search the full database by adding a “+” to your search.
Option to make the patient’s insurance information appear in the Patient Information block on the patient’s dashboard.
Option to have tags show the associated note where they appear in the Patient Information block on the patient’s dashboard.

March, 2017

Pharmacy searches now pull from the national NCPDP database.
The size of the free-text PMH note was enlarged.
Patient questionnaires are now able to add tags to patient charts depending on answers
Inbound faxes now include an option to “Review Now”, in addition to being able to send to the task list for later review.

February, 2017

ERx for non-controlled substances live.
Improvements to iCal feed for syncing calendar.
Inventory management window now shows wholesale/retail pricing on overview screen.
When patients are subscribed through groups/companies, this information now shows on the patient dashboard where monthly subscriptions usually show.
HCFA-1500 can generate the RED version that has a non-printing background.

January, 2017

Sales tax will automatically recalculate if you edit a charge amount.
Insurance billing report shows secondary insurance coverage, if applicable.
Fixed bug where sharing a handout via Chart Part would sometimes print the title of the handout in the text of the SOAP note.
New text variable for Chart Part templates for pushing just the patient’s active PMH items: [[pt_pmh_active]].
Group charges can now be used with charges that pull from inventory and for charges that are being billed to insurance.
Bi-directional integration with Singulex.

December, 2016

Display updates to the patient dashboard: clickable icons in blocks’ title bars appear only when you hover your mouse over the block, and “Manage Checked” drop down menus appear only when you check the boxes next to a patient’s prescriptions, for example.
New log in screen with tips and notices.
New report available on all unread secure messages for a specified period of time.
Modified Advanced Patient Search menu item to show options for Health Maintenance and unread messages report.
Re-organized the menu to make it clearer and easier to use.
Simplified form for adding compounded medications.
Can now bulk-generate statements/invoices for multiple patients from the Billing Portal.

November, 2016

Additional functionality for IV Therapy: open IV orders show up at the top of the Open Orders block, can also be set to show up when a patient is scheduled and to automatically create a task for a particular staff member.
Update to the way caching works for improved performance and speed.
Added ability to do a partial refund for Bluefin users.
ICD-10 2017 modifications go live.
Can now create a new task from a sticky note.
Single sign on API is now available.

October, 2016

Can now have documents subfolders within patient charts.
Annual month-by-month report now available.
New tools for multi-location clinics: ability to assign charges and filter billing reports by location.
System checks whether there is a valid email address and cell number on file for the patient when scheduling, unchecks the applicable reminder(s) if not.
New Health Maintenance report shows all patients who will come due for health maintenance rule(s) during the period that you specify.
Multi-location schedules added, with the ability to toggle the calendar view between locations and have multiple calendars syncing to an external calendar via ical feed.
Search by Patient tab in the Billing Portal now allows you to easily generate aging or A/R reports.

September, 2016

SMS text message appointment reminders now available.
Pre-configured ‘alternate plan’ type for IV Therapy created.
Prospective client checkbox added to Add New Patient screen.
Discounts column added to End of Day report.
Model HHS Privacy Policy now available as part of the practice’s online registration form, as well as the Patient Portal questionnaires page.
Generate a pre-populated Prior Authorization form for a prescription by right-clicking on the medication and selecting Prior Authorization.
Webhooks are now available for use by third-party developers to create completely custom functionality based on actions taken within MD HQ.

August, 2016

Added ability to specify the order that Alternate Plan Items are displayed within the Plan of an encounter note – you can specify classes (in Admin > Manage > Alternate Plan Options) for your Alternate Plan Items, and they will be grouped alphabetically by class.
Insurance report for billers now includes patient balance and whether charges were paid.
New report: revenue by patient.
Added ability for patients to pay online via Bluefin.
New botox map charting template available.
New security permissions for protecting specific encounter notes from access by other EMR users.
Added ability to delete group charges.
When exporting your calendar to excel, the export lists patients’ email addresses.
Time zone shown on upcoming appointment notices in the Patient Portal.
Multi-location clinics can show a “select location” drop down menu on the EMR log in screen. Allows certain preferences, configuration options, letterhead, labels to vary by office location.
Improvements to HCFA-1500 claims form.
When sending secure message, can choose to notify both primary and secondary email addresses.
When reviewing a document, now can use Chart Parts to notify the patient via secure message within the Document Review Pane.
Patient Portal onboarding tool can be filtered by tag.
New default setting for managing inventory: “show finished” is toggled on by default.

July, 2016

Supplement list on Patient Portal improved to prevent duplicate entries even where the supplement was prescribed multiple times.
Patient Portal can require a credit card on file to send secure messages.
New status available to designate “prospective” patients.
Improved default prescription label for items dispensed in-house now includes bar code.
Inactive patients appear at the bottom of patient search results.
New pre-configured alternate plan type for IV Infusion, with adjustible “dosing profile” that includes ingredients list and other information for internal reference.
In calendar month view, hovering over an appointment shows associated patient’s name.
Hovering over html and image documents will display thumbnail.

June, 2016

Ability to clone a Chart Part.
Exporting charge transaction log to Excel now includes charge owner information.
Option to have yet-to-be-completed questionnaires be a “harassment item” for patients on the Patient Portal.
Adding a prescription medication outside of a SOAP note (even in SOAP view) does not add the prescription to plan, but just to the patient’s medications list.
Ability to rotate patient images when uploading/accepting.
Patient handouts can be assigned to a patient’s chart via Chart Parts.
De-allocate a payment by right-clicking on the payment and selecting “de-allocate”.
Stripe subscriptions can have a manual start date and a specific number of payments before the subscription ends.
Secure messages that have not been viewed by the patient display prominently as unread in secure messages threads.
Can disable task reminder when editing a task that has a reminder set.
When adding a document where the category is already selected, the document may be filed immediately, rather than going to Unreviewed.
New charting templates – female reproductive diagrams.
When discontinue Rx that was prescribed multiple times, all instances treated as discontinued.

May, 2016

Inserting a Chart Part in a long encounter note in Chrome no longer jumps view to end
Generate supplement labels for supplement inventory dispensed
Add “no known allergies” with the click of a button
Email from inside MD HQ (rather than via external email client) and emails sent from MD HQ are logged
New fields added to collect info about primary insured for individuals insured through another person
New billing report: Charges Added Check reports on who had an appointment on a specific day, highlights any with no charges associated
New functionality for End of Day Report: can click on any row to show component parts, click on the patient’s name to bring up the patient’s chart and open the applicable charge for editing
Can export calendar as spreadsheet and, if desired, filter export by appointment status, date range, patient, and appointment type type
Major updates to supplement treatment plan manager, adding ability to launch from supplement pop out, specify detailed regimen in supplement prescription window, or edit the treatment plan to re-order items, insert headers, and add blocks of text
Improved print view when print calendar day view

April, 2016

Search for patients by phone number, date of birth
When manually adding patient, can send portal invite in the same window
New report: tracking when a charge has been used
Authorization error pages for restricted users look better and better explain the restriction
If an inbound fax fails to pick up, have the option to re-download manually
Age for pediatric patients shown in days/weeks/months, depending on their age
For practices with a large number of appointment types, the Add Appointment window has an Appointment Type search bar instead of a drop down menu

March, 2016

Improvements to inventory – easier to restock, easier to add a supplement
Better session management
Improved Rx management – tracks when prescription is printed OR faxed and displays that information more clearly
Minor improvements to appointment cancellation process, including prompt to send cancellation email
HCFA-1500 form redone to match more recent version, remove the need to use Adobe Acrobat
Failed faxes display correct date of failure
Foreign currency support for subscriptions
Optional link to videos on Portal menu
Add notes to BP readings
Integration with LabCorp (results only)
Invoices are now deletable by all user types, unless access permissions are set to disallow
New inventory report: inventory change log export to excel
Update to the “clone SOAP note” option, adding the ability to pick which parts of note to clone and save default preferences
Print patient mailing labels in different sizes
Improved way patients view statements online

February, 2016

Can export entire patient chart as XML for data analysis purposes
Can import ical files and from Appointment Plus during new client onboarding
New tool for tracking and accounting for deductibles, amounts billed to insurance, and insurance reimbursements received
Insurance billing report
Pt portal invitation/reset email expires in 7 days (rather than 3) by default
Single amount field shown for charges in Charge List unless Plan A/B enabled
Partial shift from military time (non-military time shown on calendar page, military on add appt)

January, 2016

Improvements to group charges, including tally of total value and ability to add the same charge multiple times
Tool for porting from MindBody Online
More Chart Part varables, including age and sex
Tool for porting from P2P
Porting from Atlas improved
Porting from P2P improved
Integrated with Genova (results only)
Shows patient’s next and last appointments in menu (under Task and Schedule History) and when hovering over a patient’s name
Improvements to “push to note” function for submitted forms/questionnaires
Beta Twilio integration

December, 2015

Appointment request via the Portal holds the requested time until the appointment is accepted (blocking off the time) or the request is archived
Improved handling and display of discounts in Add Charge window
New Chart Part variables
Sales tax field added for charges/inventory
Improvements to scheduling display
Status field (scheduled/confirmed/checked in/checked out) on appointments
Appointment Requests block added to schedule page
New report: Sales tax
Ability to operate in foreign currencies

November, 2015

Supplements treatment plan created
Limit task view to tasks due w/in 30 days
Shopify integration keeps inventory numbers synced between Shopify and your Cerbo EHR
More filters in advanced patient search
Receipts show quantities for supplies
Acupuncture charting templates added
Changed SSL set up to protect against POODLE

October, 2015

Log into Patient Portal as patient
Integration with Doctors’ Data (results only)
Designate payor (practice, patient, insurance) when ordering labs
Look up patients by month of birth in Advanced Patient Search
Billing note shows at top of Add Charge and Add Payment boxes (e.g., for specifying co-pay)
Alternate plan items now accessible by quick add prefix “ap_” when typing in encounter note