Manage Patient Information

Manage Patient Statuses
Overview When creating/editing a patient's chart there are five different status options.  This article goes over how to determine what option fits bes...
Mon, 6 Dec, 2021 at 10:27 AM
Add a Notice to a Patient's Chart
Adding a Notice to a patient's chart will display a message on the Need to Know block and will also appear on the scheduling screen when assigning the p...
Wed, 13 Nov, 2019 at 9:26 AM
Patient Timeline
The Patient Timeline provides you with a single place to track and manage everything happening in a patient's chart in chronological order. From within ...
Thu, 10 Feb, 2022 at 5:02 PM
Merge Duplicate Patient Charts
Overview   In the event you have two charts for the same patient, you can use the Patient Merge Tool to combine data from both into a single chart. Rel...
Mon, 29 Jul, 2024 at 11:44 AM
Mobile Address Book Web App
To make it easier for you to contact patients and view their preferred pharmacies, facilities, and specialists (and their respective contact information) wh...
Fri, 24 Jul, 2020 at 12:52 PM
Managing Leads and Prospective Patients
Sometimes practices need the ability to add in patients who are have not committed to a treatment program or membership. If you'd like to be able to eas...
Thu, 13 Oct, 2022 at 2:28 PM
Patient Transfer Tool
Overview If you have more than one Cerbo build you can use this tool to transfer patient charts and users from one to another. Related Articles Merge D...
Mon, 2 Oct, 2023 at 8:48 AM