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Knowledge base
General
FAQ
26
Send Email or Email Documents
How do I send a secure message to a patient?
Filling out the LOA (Letter of Authorization) for Fax Porting
What is Plan A/Plan B?
Default Emails to Patients
View all 26
Troubleshooting
5
Error message when sending Secure Message with email notification
Allow cross-site tracking in Safari
Spellcheck Settings in Cerbo
Chrome Display Issues
Clearing Cache and Cookies - All Browsers
Security
5
Patient Chart Access Control
Security Settings: Two-Factor Authentication (2FA) and Password Recovery Email
Reset your Cerbo Password
Cerbo's Bluefin Integration - Data flow
Data Loss Q + A
Employee Training and Onboarding
3
Training Materials for Administrative Employees
Training Materials for Clinical Support Employees
Training Materials for Providers
Tasks
2
Tasks
Shared Tasks Lists
System Settings
16
Administrator's Guide to System Settings
System Settings - Billing, Charges, Invoices
System Settings - Calendar
System Settings - Location & Security
System Settings - Documents
View all 16
Patient Portal - Help for Patients
About the Patient/ Client Portal
1
Patient/ Client Portal Overview and Troubleshooting Guide
Accessing the Portal
8
Logging in to Your Patient Portal Account
Setting your Username and Password
New Patient/ Client Registration
Why do I keep having to reset my password?
Why am I receiving the message "Unable to verify your account"?
View all 8
Patient Portal Pages
12
My Account Details
Secure Messages
Request an Appointment
Invoices & Payment
Labs & Documents
View all 12
Billing
Billing in Cerbo
28
Add a Charge to Patient Account
Add and Allocate Payments and Credits
Practice Charge List - Add to or Edit Master List of Charges
Billing Statement
Add Discounts
View all 28
Credit Card Processing
11
Add a Payment Method for a Patient
Remove or Delete a Stored Credit Card
Choosing an Integrated Merchant Services Partner
Stripe - Getting Started
Bills are Paid by Another Patient
View all 11
Insurance Billing
9
Generating an Insurance Invoice for Visit Charges Covered by a Recurring Subscription
HCFA-1500
Options for Insurance Billing with Cerbo
Using the EDI Generator
Managing Dx Codes Associated with Specific Charges - Insurance Billing Only
View all 9
Billing Reports
2
Charge Ownership for Reporting on Charges or Payments by User
Charges-Added Check
Reports
Billing Reports
3
End of Day Reporting
Sales Frequency Reporting
Sales Tax Report
Patient Reports
1
Advanced Patient Search
Calendars & Scheduling
Calendar Basics
13
Viewing Calendars & Scheduling
Add/Edit Calendar Event
Calendar Sync
Using Chart Parts to create template messages
Calendar Report
View all 13
Work Schedules
5
Setting Up your Appointment Types
Setting up Appointment Requests through the Patient Portal
Correcting Work Schedule Overlaps
Allowing patients to request group appointments or classes
Defining Work Schedules
Other Basic Features
Navigating the System
9
Upload a Photo to a Patient's Chart
Manage Photos
Fax & Print Preferences
PDFs - Changing Default to Adobe Reader
Exporting a Patient's Chart as a Zip File
View all 9
Documents
9
Add New Document
Multi-Document Uploader
Review Documents
Notify Patient of Shared Document by Portal
Patient Handouts/Practice Documents
View all 9
Dictation
1
Transcription/Dictation in Cerbo
Faxing
8
Inbound Fax Editing - Splitting, Rotating, Removing Pages
Faxing Patient Documents
Filing Incoming Faxes
Troubleshooting Failed Outgoing Faxes
How do I fax a document that is not related to a specific patient?
View all 8
Admin Menu
4
Admin - Manage Menu
Manage Custom Vitals and Lab Values
Adding a Resource
Disabling a Diagnostic (ICD10) Code
Chat
1
Chat, Conversations, and Sharing Objects
Telemedicine
14
Telemedicine in Cerbo
Telemedicine Troubleshooting
Reset Permission for Camera or Mic
Enable Camera & Microphone Access in Chrome (Android)
Enable Camera & Microphone Access in Safari (laptop/ desktop)
View all 14
Encounter / SOAP Notes
Using Encounter Notes
12
Customizing your Encounter Screen Layout
Using, Adding, and Editing Diagnosis Codes
Prescribing Supplements, IVs, Nutritional Recommendations, and other Alternate Plan Options
Creating and Cloning SOAP Notes
Add New Encounter Types - Manage Encounter Type Settings
View all 12
Quick Charting
9
Quick Add
Chart Parts
Charting - Fillable Prompted Templates
Text Variables for Chart Parts
Advanced Chart Part Examples
View all 9
Patients
Manage Patient Information
17
Adding a New Patient to the EHR
Patient Information and Demographics
Insurance Information
Patient's Billing Information
Tags
View all 17
Patient Portal - Help for Providers
14
Enabling Patient Portal Access
View & Troubleshoot Patient's Portal Access
Invite Patients to Join the Portal or to Reset their Portal Password
The Patient Portal Onboarding Tool
Add a Notice or Away Message to the Patient Portal
View all 14
Preferred Facilities, Specialists, and Communicating About Care
4
Assign or Edit Preferred Pharmacy, Laboratory, Specialist
Send a Referral to an External Provider
Manage Facilities & Specialists Database
Letter Templates for Work, School, Jury Duty Excuse Letter or Others
Health Maintenance
2
Health Maintenance Trackers
Health Maintenance History
Communicating with Patients
4
Send a Secure Message
Sharing Video Education with Patients
View Patient Communication History
Text Variables for Email/SMS Reminders
Patient Portal Queue
3
Patient Portal Queue and Filters
Un-Archiving Patient Portal Requests
Push Secure Messages into SOAP Notes
Managing Labs, Orders and Medications
Labs & Orders
15
Lab Integrations
Add New Lab/Imaging/Referral Order to Orders/Labs Database
Automatically share instructions with patients on specialty lab testing
Add Order to Patient's Chart
Create and Add Lab Panels Using Chart Parts
View all 15
Medications
7
Prescribing Medications
Printable/ Faxable/ Saveable Prescription Form
Rx Nicknames
Create Rx Dosing Profiles
Compounded Medications
View all 7
Alternate Plan Items
6
Creating and Managing Alternate Plan Items (including Supplements)
Supplement Dosing Profiles
IV Therapy - Add/Order/Manage IV Infusions
Supplements and Diagnosis Codes
Medical Injections - Add/Order/Manage Injectables
View all 6
E-Prescribing
14
ERx Registration and Setup
Why can't I e-Prescribe this prescription?
Delegating ePrescribing and eFax Rx Authority to Non-Prescribers
Troubleshooting ERx Errors - no MedSpan ID
Reset EPCS Password
View all 14
Inventory
Medication, Supplement, Product, and Lab Kit Inventory
5
Investigating Discrepancies in Inventory Stock Levels
Inventory Management in Cerbo
Accounting for Inventory Waste
Inventory Sales to Non-Patients
Inventory Purchase Orders
Third-Party Apps
ActiveCampaign
5
ActiveCampaign - About the Integration
Getting your API keys in Active Campaign
ActiveCampaign Tutorial Videos
Using ActiveCampaign to Keep an Up-to-Date Active Patients Mailing List
Using ActiveCampaign to Send Recalls, Post-Visit Follow-Ups, or Extra Reminders Before an Appointment
Shopify
2
About the Shopify Integration
Linking your Shopify Store to your EMR Inventory
Twilio
3
About the Twilio Integration
Setting up your Twilio Integration
Using Twilio with Cerbo
Hint Health
2
About the Hint Integration
Setting Up Your Hint Integration
Supplement Companies
5
Fullscript - Getting Started/ Setting up the integration
Fullscript - Using the Integration
Fullscript - how it works for clinics with multiple providers
WholeScripts/XYMOGEN - About the Integration
Wellevate by Emerson Ecologics - About the Integration
Misc Integrations
10
Rupa Health Integration
Zoom Integration
Heads Up Health
Biocanic Integration
Ambra Health
View all 10
API
4
DEPRECATED--Cerbo API Best Practices
DEPRECATED--Cerbo Webhooks
Creating Insurance ADT or DFT HL7 Messages from Cerbo's API
API User Management Console