April, 2020

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.
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.
Multi-merchant account support added to Bluefin integration for multiple accounts under the same EIN/ TIN.
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 VirtualClinic.md (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