WORK IN PROGRESS System Settings Guide

DRAFT Administrator's Guide to System Settings
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 b...
Fri, 20 Sep, 2024 at 3:26 PM
DRAFT System Settings - Location & Security
Clinic Name & Locations Enter or update your clinic name, location name(s) (for multi-location clinics). The clinic name appears, for example, in the p...
Fri, 20 Sep, 2024 at 3:27 PM
DRAFT System Settings - Billing, Charges, Invoices
In this section, you can view and manage how your practice assigns charges, accepts payments, and deals with estimated charges. You can also customize relat...
Fri, 20 Sep, 2024 at 3:27 PM
DRAFT System Settings - Calendar
In this section you can view and modify System Settings that control how your practice calendar appears and behaves by default.  If you have multiple loca...
Fri, 20 Sep, 2024 at 3:27 PM
DRAFT System Settings - Documents
In this section you can view and modify settings and defaults related to the Documents block on the patient's chart, uploading documents, sending docume...
Fri, 20 Sep, 2024 at 3:27 PM
DRAFT System Settings - Emails and Chat
Use this section to customize emails, like the patient portal invitation/ reset email, notification about a new secure message, etc., sent to patients out o...
Mon, 23 Sep, 2024 at 12:17 PM
DRAFT System Settings - Inventory
If you sell medications, supplements, lab kits, retail products, or other inventory out of the office, you can use Cerbo to: Dispense inventory items whil...
Tue, 24 Sep, 2024 at 9:24 AM
DRAFT System Settings - Lab Orders & Results
Use this section to customize your settings related to laboratory orders and results.  Ordering & Requisitions These settings configure the default...
Wed, 25 Sep, 2024 at 5:00 PM
DRAFT System Settings - Patient Info & Registration
Use this section to customize the appearance and default behavior of the system when adding new patients, and manage automatic emails connected with online ...
Thu, 26 Sep, 2024 at 2:38 PM
DRAFT System Settings - Patient/ Client Portal
The Patient Portal (or Client Portal if preferred) is the website that your patients can log into directly to access records that you are sharing with them,...
Tue, 8 Oct, 2024 at 10:29 AM