Product Log Updates

June 2026

June brought a major integration milestone, meaningful charting improvements, and several quality-of-life updates across the EHR and patient portal:

• InBody Integration (now generally available) – The InBody integration is out of beta and available to all clients, with the added ability to map InBody discrete values to custom vitals. Learn more
• Rich Text Formatting – Now Available to All Clients — RTF in encounter notes and chart parts is fully released, along with fixes for formatting issues, preserved indentation and whitespace, and improved nested list numbering.
• AI Scribe (beta): Note History & Recovery – Providers can browse and restore previous versions of AI-generated Scribe notes, plus improved error handling to prevent the UI from getting stuck.
• Questionnaire Status Report Improvements – A new “Hide Completed” toggle defaults the report to outstanding questionnaires only, and each patient card now shows when a questionnaire link was last sent with a direct resend button.
• Fullscript: Minor Dependent Accounts – Clinics using Fullscript can now add minor patients as dependents under a parent or guardian’s email address.
• Patient Portal: Cancel Pending Document Uploads – Patients can now cancel a pending document upload directly from the Labs & Documents page.
• Chart Parts: Normal/Abnormal Lab Value Variables – Lab variables in chart parts can now be set up to pull only normal or only abnormal results. Learn more
• Scheduled Payment Retry Window Reduced – Failed scheduled payments are now abandoned after 21 hours, reducing the window in which a patient’s card is retried.

May 2026

May product updates:

• Reassign Encounter Association for Charges & Payments – Charges and payments can now be moved between encounter notes, or added to/removed from an encounter association, directly from the Billing History pop-out — individually or in bulk. To do this, check the box beside one or more charges/payments in the Billing History pop-out, open the Manage Checked dropdown in the upper right, and select Edit Encounter Association.
• Partial Purchase Order Receiving – Added per-item checkboxes and check/uncheck all options to purchase orders, making it easier to receive and restock items when a shipment arrives in multiple parts.
• Location Filter for Schedule Utilization Report – Multi-location clinics can now filter the Schedule Utilization Report by location.
• Patient Portal Image Upload Preview – Patients now see a preview when uploading a profile photo, insurance card, or driver’s license on the portal, so they can confirm the correct image before saving.

April 2026

April product updates:

• Secure Questionnaire Access Links – Email patients single-use, secure links to complete questionnaires — no portal login required.
  
• Ambient Scribe (released into beta) – AI-powered clinical documentation generated from patient conversations, embedded directly in the EHR.
  
• Rich Text Formatting in Encounter Notes (limited/ rolling release) – Enhanced formatting now available in encounter notes and chart parts, with plans to expand across the EHR.

March 2026

In March, we made updates to:

• Align the Notice of Privacy Practices in the new patient registration form with the most recently updated model notice from the Department of Health and Human Services. Note that this change was only made for clinics that use our stock Notice of Privacy Practices. Custom notices are not affected.
• Introduce a new API endpoint to get patient allergies.
• Added the patient’s sex on faxable prescription forms.
• Improve fax pickup speeds and avoid instances where faxes cannot be automatically picked up.

We’ve also been hard at work on some larger (and highly anticipated) feature releases that are coming out in the next few weeks. Stay tuned!

February 2026

In February, we made updates to the SMS reminder interface, documentation for external integrations, and the patient data export:

• SMS Character Limit Display: We added a character counter to the SMS reminder editor, allowing users to easily see how many characters remain as they compose their message.
• Improved API Documentation: Our API docs now include newly documented endpoints, offering enhanced clarity and better discoverability for external developers who want to integrate with our platform.
• Enhanced Patient Data Export: Encounter note attachments are now included alongside their corresponding notes, providing a more complete and accurate record during export.
• Extended Patient Statement: Patient statement can be run for 2 years in the future to capture upcoming subscriptions.

October 2025

Updates in October included:

• Making it possible for Cerbo users to manage which appointment types are available via the website-embedded scheduling tool. This can now be set per appointment type under Admin > Manage > Schedule Types (once the website-embedded scheduling tool is enabled under System Settings).
• Adding new and updated codes to the ICD-10 diagnostic code database, based on the Oct. 1 ICD-10 revisions.
• Re-enabling the ability to directly search Fullscript’s supplement compendium within Cerbo (rather than only through the Fullscript plan building tool).

September 2025

In September, we made updates to:

• More than tripled the maximum document upload size, expanding it from 16MB to 50MB.
• Expand the Fullscript lab integration to be bi-directional (orders and results) for a beta group.
• Set payments made via the Patient Portal to show on the Export Charges to Excel spreadsheet download of all charges/ payments in a given period.
• Added a new text variable for [[recently_canceled_appt]] that can be used in Chart Parts to insert the date, time, and title of the patient’s most recently cancelled appointment. This is to be able to easily include information about the cancelled appointment in a template appointment cancellation confirmation message.

August 2025

In August, we made updates to:

• Expand the Fullscript integration to include labs (within the Fullscript plan building tool).
• Auto-update appointment reminders when the appointment type is changed.
• Include additional alternate plan items on the Patient Planner.
• Improve handling of patient names with special characters.
• And fix a bug that prevented certain questions in form-builder forms from pushing correctly into the encounter note.

July 2025

In July, we released updates to enhance visibility and reporting of key data in Cerbo, including:

• Calendar information for deleted users
• When payment methods are added (Bluefin)
• Who filed inbound faxes and imported lab results
• Patient names on inventory change logs
• Deceased patient names in additional places

June 2025

• Users now have the option to edit all future occurrences of a recurring work schedule.
• Deceased patients display in red font in more areas throughout the application; this impacts views such as the tasks list, edit appointment window, relationships block, and others.
• Appointment year is displayed while viewing the patient’s last and next scheduled appointment on the patient chart.
• Prescription start date is now included in the response when pulling prescription data via the API.

May 2025

Patients can now view prescription routing history in the Patient Portal. For each prescription, they can see when the prescription was sent to the pharmacy, and the pharmacy name and address. If you don’t want to show this information, you can turn it off within System Settings, under Patient/ Client Portal.

April 2025

In April, we introduced a few updates, including:

• A M-F calendar view
• Bi-directional integration with Evexia Diagnostics
• Auto-calculation of payments

Fall 2024

Read about our launch of System Settings and Questionnaire Builder, as well as updates to user management, chart enhancements, and more.

Summer 2024

Read about recent updates to EHR users/access, charges & payment processing, reporting, calendar & scheduling, and more.

Summer 2023

Edits to the charges & payment processing, patient portal, documents, charting, third-party integrations and more.

Winter 2022-2023

Updates to the patient portal, patient information, charges & payment processing, charting, prescribing, non-financial reporting, and more.

Spring 2022

Updates to scheduling & tasks, patient portal, communication, new text variables for chart parts, user management, and more.