July 2025

In July, we released updates to enhance visibility and reporting of key data in Cerbo. Read on below for more details.

Viewing Calendars and Running Calendar Reports for Deleted Users

You can now view calendars and run calendar reports for deleted users. This is useful for historical/ reporting purposes or to reschedule/ cancel or otherwise handle appointments on those calendars as needed.

Visibility of When Payment Methods were Added (Bluefin)

Bluefin users can view the date that patient payment methods were added to the patient's chart in the patients billing block. This assists with knowing which payment method to use when processing payments and with managing multiple payment methods.

Visibility of who Filed Inbound Faxes and Imported Lab Results

The CSV export for both the Inbound Faxes Report and the Imported Lab Results Report now includes a "Handled by" column, allowing clinic administrators and supervisors to follow a clear log of who filed those documents.

Patient Name Shown on Inventory Change Log

The inventory change log now lists patient names, instead of their ID numbers, to aid with comparing change logs to dispense records.

Inbound Fax Report Optimization

Optimizations were made to speed up the Inbound Faxes report for clinics with high inbound fax volumes.

Deceased Patient Names Show in Red in More Places

For greater visibility, deceased patients' names now appear in red (just as they do in the patient search) in additional places, including: all task lists, edit appointment window, appointment waitlist, and the relationships block in the patient's chart.

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