Overview
System Settings, accessible from the Settings menu, can be used to edit basic clinic info and control various aspects of how your Cerbo system appears and behaves. Any users with All Access/ Superadmin permissions can access System Settings.
Related
System Settings Categories and Help Table of Contents
System Settings are grouped into categories, based on what part of the system is impacted. The below guide explains which types of settings are found in each category. Click on any of the linked categories to navigate to a help page with more information.
| Settings Category | Description |
|---|---|
View and manage the general contact information for your practice (including for multiple locations, if applicable), and configure security settings. | |
Configure settings related to assigning charges, recording payments, and using estimated charges. You can also adjust the settings for related forms like insurance invoices, service receipts, and billing statements. | |
Adjust the settings for how the calendar displays, default settings and automatic actions when an appointment is added or updated, and display options for the Upcoming Appointments Report. Additionally, you can configure the one-way sync that can be used to subscribe to a user’s Cerbo calendar from an external iCal-compliant calendar. See Calendar Sync : Online Help | |
Edit settings related to patient and practice documents, incoming faxes, the document upload process, and the headers and footers on faxable/ printable documents. | |
Customize emails that are sent from Cerbo to patients, as well as configuring intra-office chat, if desired. | |
Configure the Manage Inventory window (Admin > My Inventory) and settings related to tracking physical inventory that you sell out of the office. | |
Edit settings for orders and the printable/ faxable order form, the Open Orders block in the patient chart, IVs and Injections, and lab results. | |
Customize the appearance and default behavior of the form for adding new patients via the EHR, the patient information block in the patient’s chart, and the online new patient registration form | |
Customize the Portal that your patients or clients can use directly to manage their records and, for example, send messages request appointments, etc. You can set which pages they see on the Portal, and the instructions/ options on the various pages, to make the experience as seamless as possible for your patients. | |
Requests from the Patient Portal come into the Patient Portal Queue in the EHR. You can configure certain aspects of which requests show in the mini blocks at the right of the calendar page, as well as the default behavior when incoming requests are handled. | |
Configure the settings for blood pressure, weight, height, and BMI vitals, as well as turning percentiles/ growth charts on/ off, and setting the sort order for historical vitals readings. Note that additional “custom” vitals fields can be set up under Admin > Manage > Vitals. | |
Adjust how medications are displayed in the patient’s chart, the default dosing values in the prescription form, and what information is included when pulling the patient’s medication information into an encounter note using Chart Parts. | |
Control the options and default settings related to encounter notes, Chart Parts, signing an encounter note, the printable encounter summary, and the Wellness Plan. Note that:
| |
Configure how supplements are displayed in the patient’s chart and when pulled into the encounter note via Chart Parts, as well as whether supplement recommendations in a signed encounter note may be edited. You can also customize certain hormone pellet options and add up to 3 additional alternate plan categories to show up as tabs within the Medications/ Supplements block in the patient’s chart. | |
Adjust settings related to users’ task list, including what type of tasks show in the upper right corner of the schedule page and who sees open order, rx refill, and supplement and document follow up tasks. You can also manually hide rx refill and unsigned SOAP note tasks before a certain date (for example to clear the task list of an old backlog that does not need to be addressed). |
System-Wide versus User- or Location-Specific Settings
Upon opening System Settings, you will initially see and can make changes to the system-wide settings that apply to all users and locations.
Certain settings can also be set to apply differently by user or based on the user’s logged in location (multi-location clinics only). The “Users and Locations” filter at the top left allows you to toggle to modify settings only for a specific location or user
If set:
- Location-specific settings override the system-wide default for users that are logged into that location.
- User-specific settings override system-wide and location-specific settings for that user.
Per-location and per-user overrides are not available for all settings. When filtering the settings for a specific location or user, you see only those settings that can be overridden.
Use Cases for of User- and Location-Specific Settings
For multi-location clinics, location-specific settings would be used to override system-wide settings for users that are logged into that particular location. The most common example of a location-specific setting would be the clinic location and contact information. But other workflow preferences can be set on a location-specific basis to account for circumstances where workflows or needs are different at different clinic locations.
Integrated lab results review flow
When looking at an incoming integrated lab result document, you can mark that as “Needs Review,” assigning it to the ordering provider’s task list, and/ or “Review Results Now” to quickly pull up the lab result document itself for review.
- An MA or administrator triaging these incoming results would generally want “Needs Review” checked, and “Review Results Now” unchecked. That way, they can quickly assign it to the provider’s task list for their review.
- In comparison, a provider who pulls up an incoming result to review it immediately would want “Needs Review” to be unchecked, and “Review Results Now” to be checked.
Patient information
Check out staff may want to see the patient’s insurance plan name at a glance in the Patient Information block on the patient’s chart. Whereas that may be unnecessary visual clutter for other users.
Prescriptions
Different prescribers may have a different desired default frequency or dispense amount for their prescriptions, or a different desired default setting for “Generic OK.”