Overview
FxMedSupport offers numerous integrations with Cerbo, including: a Quickbooks Online integration, an app for your patients, and a bi-directional calendar sync for Google. There are over 50 integrations that FxMedSupport provides as add-ons to Cerbo. Hundreds of clinics currently use them to improve their workflows and processes within Cerbo.
Related Help
Setting Up the Integration
Integration setup takes minimal effort for the clinic, FxMedSupport and Cerbo. If looking to set up the integration, follow the directions here or look for similar instructions emailed to you from the FxMedSupport Team.
- The Clinic will sign up for FxMedSupport
- A Superadmin at the Clinic will send a support email to the Cerbo team requesting API activation.
Note: The sender of this email must have superadmin rights at the clinic to make this request.
Template Email
Hello Cerbo:
Name of Medical Practice would like to have the FxMedSupportAPI Activated for:
[Admin Cerbo URL]
If you have any questions please contact:
Office Contact First Name
Office Contact Last Name
Office Contact Email:
Thank you,
Name of Medical Practice
Medical Director First Medical Director Last
Medical Director Email - The Clinic will create an FXMedSupport SuperAdmin user in Cerbo
- FXMedSupport then logs in and creates the necessary API user and/or any webhooks needed
- FXMedSupport goes to Admin > Manage > Integrations > FXMedSupport to enable the features selected
- Once complete, Cerbo finalizes the integration settings on the back-end
FxMedSupport Integration List
This comprehensive list outlines the robust functionalities FxMedSupport offers, tailored to enhance medical practices’ operational efficiency within the Cerbo EHR ecosystem.
1. Admin Desktop Login
A secure application allowing practices to access the FxMedSupport app outside the Cerbo platform via a desktop login system for enhanced accessibility.
2. Basic Automator System
A simplified version of the Automator system enabling light automation based on defined actions or events.
3. Portal Auto Reply System
Automatically replies to patient messages sent via the portal, offering customizable settings to match specific scenarios and patient needs.
4. Auto Encounter
Automatically generates patient encounters based on scheduled appointments, configurable by appointment type and provider.
5. Google Calendar Bi-Directional Integration
Synchronizes Cerbo’s calendar system with Google Calendar in real time, supporting multiple calendars across both platforms.
6. Happy Birthday Notification System
Sends personalized birthday messages to patients, tailored to specific age groups.
7. Rebeautify
Allows users to edit and rename existing Cerbo documents, saving the updated version directly into the patient portal.
8. Encounter Beautify
Transforms encounters into visually appealing HTML templates with options for bold text, bullet points, images, and videos.
9. Patient Portal Auto Invite
Automatically invites patients to the portal based on specific events or user actions within Cerbo.
10. Bulk Patient Status Edit
Enables batch editing of patient statuses in Cerbo, streamlining administrative tasks.
11. Bulk Tag Edit
Allows the addition or removal of tags for multiple patients at once, saving time on individual updates.
12. Portal App Basic
A light version of Messenger Pro for basic portal messaging and document access.
13. Messenger Pro
An advanced communication app offering full portal functionality for both patients and administrative users.
14. Open Order Notification System
Notifies patients of open orders, configurable by duration or proximity to upcoming appointments.
15. Medication & Supplement Reconciliation
Automates notifications to patients regarding their medications or supplements, ensuring up-to-date records before appointments.
16. Portal Automator
Monitors Cerbo and connected applications for user actions, enabling real-time automations such as notifications, text messages, and task creation.
17. Portal Campaign
Manages email campaigns for targeted patient groups, soon to be replaced by the Newsletter Application.
18. Newsletter Application
Designs and sends visually appealing email newsletters tailored to patient conditions or email lists.
19. Email System Application
Sends single or templated emails directly to patients, distinct from the Newsletter Application.
20. Portal Kanban Board
A project management tool similar to Trello, allowing practices to track tasks with cards and boards.
21. Intuitive Messaging
Sends predefined questions to patients via various channels, automating responses based on their answers.
22. After Hours Auto Reply
Automatically replies to messages received outside of office hours with customizable templates.
23. Patient Re-Engagement Application
Engages patients who have been inactive for a specific period to encourage appointment scheduling and ongoing care.
24. Loyalty Program
Tracks and rewards patients based on spending, points earned, or other metrics, integrating with automation workflows.
25. Mobile Form Builder
Creates forms for patients to complete via the mobile app, saving responses directly into their charts.
26. Portal Scheduler
Facilitates appointment scheduling for existing and new patients, integrated with the Mobile Form Builder.
27. Time Card System
Tracks employee work hours and automatically sends reports to the practice’s bookkeeper.
28. Messenger Pro Admin Login
Provides administrators mobile access to communicate with patients and manage portal interactions.
29. Secure Note
A secure, password-protected system for storing sensitive information like credit card details, with access logging.
30. Auto Encounter – Auto Chart Prep
Enhances Auto Encounter with automated chart preparation, pulling relevant data into the encounter.
31. Appointment Form Notification System
Notifies patients of forms to complete before their appointment, tracking completion and assigning tasks to admins if needed.
32. Medication Refill Notification System
Tracks prescription durations and engages patients about refills via various communication methods.
33. Robo-Caller
Delivers pre-recorded messages to patients through an automated call system.
34. Texting SMS System
Enables patient communication through text messaging, with replies integrated into the patient portal.
35. MindBody Bi-Directional Integration
Syncs scheduling data between MindBody and Cerbo for seamless event management.
36. HubSpot Bi-Directional Integration
Connects Cerbo with HubSpot CRM, synchronizing patient and practice data.
37. Acuity Scheduling Integration
Transfers appointments from Acuity Scheduling to Cerbo based on appointment type and provider.
38. Zoom Video Integration
Creates Zoom links for appointments, sending automated notifications and reminders.
39. QualityMetric "Am I Healthy" Integration
Interfaces with QualityMetric's health assessment platform to sync patient data.
40. Portal Phone System
A comprehensive phone system built into Cerbo, supporting inbound/outbound calls, call trees, voicemail, and more.
41. Thinkific Course Platform Integration
Syncs user data between Cerbo and Thinkific for course enrollment and updates.
42. Gravity Form, JotForm, TypeForm Integration
Imports patient-submitted forms into Cerbo, ensuring seamless data entry.
43. GoHighLevel Integration
Bi-directional integration with GoHighLevel CRM for patient and practice data synchronization.
44. Zoho CRM
Syncs patient data and financial transactions between Cerbo and Zoho applications.
45. QuickBooks Online Integration
Transfers transactions, including refunds, from Cerbo to QuickBooks for streamlined accounting.
46. Mobile App Custom Branding
Customizes the Messenger Pro app for each practice, including logos and branding.
47. Shopify, BigCommerce, WooCommerce Integration
Provides patient-specific shopping carts based on provider recommendations, integrated into Cerbo.
48. SendGrid Integration
Links Cerbo to SendGrid for email communication through client-specific accounts.
49. Twilio Integration
Supports client-specific texting and phone communication via Twilio.
50. Payment Integrations
Supports additional payment processors, including Payment Depot, Authorize.Net, US Pay, Clover, Square, and NMI Gateway.
51. Compounding Pharmacy Integrations
Encrypts prescription data exchanges with pharmacies like LifeFile, Empower Compounding, and LifeFile Strive & Holindale Pharmacy.
52. WooCommerce Point of Sale
Expands eCommerce functionality with point-of-sale features for physical transactions.
53. Metorik Integration
Connects Cerbo to ecommerce systems for advanced analytics and reporting.
54. GoHighLevel Tunnel
Integrates GoHighLevel communication channels (e.g., Instagram, X, Email) into Cerbo for seamless interaction.
55. Outlook Integration
Bi-directional calendar integration between Cerbo and Microsoft outlook.
56. Zoho Books Integration
Syncs patient data and financial transactions between Cerbo and Zoho applications.
57. Multi-State License & Supervising Physician Application
Automates provider licensure management across multiple states, ensuring compliance based on patient location. It also assigns the correct supervising physician and streamlines document creation and faxing with a simple prefix.
Details: Turning Off/ Disabling the Integration
If you need to cancel/disable the integration for FxMedSupport, we recommend first taking steps to cancel with FxMedSupport. To turn things off on Cerbo's end, the process is as follows:
- Uncheck the boxes for the penguin/red box features from Admin > Manage > Integrations > FXMedSupport
- Remove the FxMedSupport user from Admin > Manage > Users
- Remove the API user(s) from Admin > Manage > Integrations > API User Management
(pk_fxmedsupportAPI and, in some cases, pk_nutrimentrxAPI) - Remove any webhooks under Admin > Manage > Integrations > General webhooks for third parties
(these will not always be on, so skip if you don't see any webhooks setup here!)
Additional Keywords: Admin Desktop Login, Basic Automator System, Portal Auto Reply System, Auto Encounter, Google Calendar Bi-Directional Integration, Happy Birthday Notification System, Rebeautify, Encounter Beautify, Patient Portal Auto Invite, Bulk Patient Status Edit, Bulk Tag Edit, Portal App Basic, Messenger Pro, Open Order Notification System, Medication & Supplement Reconciliation, Portal Automator, Portal Campaign, Newsletter Application, Email System Application, Portal Kanban Board, Intuitive Messaging, After Hours Auto Reply, Patient Re-Engagement Application, Loyalty Program, Mobile Form Builder, Portal Scheduler, Time Card System, Messenger Pro Admin Login, Secure Note, Auto Encounter – Auto Chart Prep, Appointment Form Notification System, Medication Refill Notification System, Robo-Caller, Texting SMS System, MindBody Bi-Directional Integration, HubSpot Bi-Directional Integration, Acuity Scheduling Integration, Zoom Video Integration, QualityMetric "Am I Healthy" Integration, Portal Phone System, Thinkific Course Platform Integration, Gravity Form, JotForm, TypeForm Integration, GoHighLevel Integration, Zoho CRM, QuickBooks Online Integration, Mobile App Custom Branding, Shopify, BigCommerce, WooCommerce Integration, SendGrid Integration, Twilio Integration, Payment Integrations, Compounding Pharmacy Integrations, WooCommerce Point of Sale, Metorik Integration, GoHighLevel Tunnel, Outlook Integration, Zoho Books Integration, Multi-State License & Supervising Physician Application.