Online Help

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...

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...

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...

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...

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...

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...

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...

Use this section to customize your settings related to laboratory orders and results.  Ordering & Requisitions These settings configure the default...

Use this section to customize the appearance and default behavior of the system when adding new patients, and manage automatic emails connected with online ...

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,...