Connect Cerbo to Microsoft Excel and create healthcare automations

Automated Data Entry for Patient Records:  

When new patient data is entered into Cerbo, Microsoft Excel automatically updates corresponding patient records in a designated spreadsheet. This includes demographics, appointment details, and medical history. This automation minimizes manual data entry, reduces errors, and ensures that patient records are consistently up-to-date, enhancing the accuracy and efficiency of patient management.

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Financial Reporting and Billing Reconciliation:  

When billing information is updated in Cerbo, Microsoft Excel automatically compiles financial reports, including outstanding balances and payment histories. This integration helps streamline the billing process, allowing healthcare providers to easily track financial performance, identify discrepancies, and improve cash flow management.

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Appointment Scheduling and Capacity Planning:  

When appointments are booked or modified in Cerbo, Microsoft Excel updates a scheduling spreadsheet to reflect current appointment slots and available resources. This automation aids in managing clinic capacity, optimizing scheduling efficiency, and ensuring that healthcare providers can accommodate patient needs without overbooking resources.