This article focuses on how to notify patients of new shared documents via the patient portal. 

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When new documents (faxes, lab results, etc.) are received, you may want to notify the patient and share it on the portal. Cerbo allows you to notify the patient via secure message in the patient portal. 

When reviewing a document, if the patient has portal-access enabled, you'll notice a "Notify by portal" option next to the Notification section. You can also select the "portal" option from the drop down menu if you want the patient to be notified of their document.

Simply click this option and a new text box labeled "Send notice about this document via portal" will appear. Any text you enter into this field will be sent to the portal as a secure message as soon as you save the document. Once a notice has been sent, any time you open the document in the future the notice that was sent will appear as an additional notes field on the document review screen.

*Note: once a notice is sent you cannot re-send a notice about the same document. If you need to send a follow-up notice about the document to the portal, simply use the normal "send message" function.

Cerbo also allows you to create a set of default messages that you can pull up, so you don't have to type your common notifications each time. To create (or use) preset messages, simply use the drop-down menu that appears under the new "Send notice..." text box. You can create as many presets as you would like.

To use a preset message, just use this same dropdown message (a shortened version of the preset message will be shown in the dropdown after you've created it). Once it's selected, the content of the preset message will populate the "Send notice..." text field where it can be edited/customized before sending.