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Knowledge base
General
FAQ
23
How do I email Patient Documents?
How do I send a secure message to a patient?
What happens if there is a fax sending error?
How do I see if a patient has Patient Portal access?
Questionnaires Page Customization
See all 23 articles
Getting Started
7
Getting Started Checklist
New Practice Set Up and Configuration Quick Start
Filling out the LOA (Letter of Authorization) for Fax Porting
How to Add New Users (or Edit Existing Users)
Default Emails to Patients
See all 7 articles
Troubleshooting
2
Error message when sending Secure Message with email notification
Chrome freezing / hanging when entering address information
Security
1
How to lock down a patient's chart so only certain users can see it.
Patient Portal - Help for Patients
Accessing the Portal
9
Patient Portal Overview
Logging in to Your Patient Portal Account
Creating Your Patient Portal Account
New Patient Registration
Why does the Patient Portal keep making me reset my password?
See all 9 articles
My Patient Portal
10
My Account Details
Secure Messages
Invoices & Payment
Labs & Documents
My Vitals
See all 10 articles
Patient Portal Troubleshooting
1
Appointment Reminder Email Shows Two Different Times
Billing
Billing in Cerbo
19
Add Charge to Patient's Account
Add and Allocate Payments and Credits
Add to or Edit Master Charge List
Billing Statement
Add Discounts
See all 19 articles
Credit Card Processing
9
Remove or Delete a Stored Credit Card
Subscription Billing - Stripe
Choosing an Integrated Merchant Services Partner
Stripe - Getting Started
How can I generate an invoice for a failed subscription payment?
See all 9 articles
Insurance Billing
7
Submitting to Insurance
Generating an Insurance Invoice for Visit Charges Covered by a Recurring Subscription
HCFA-1500
Options for Insurance Billing with Cerbo
Using the EDI Generator
See all 7 articles
Billing Reports
3
Charge Ownership for Reporting on Charges or Payments by User
End of Day/ Week/ Month
Income Report
Reports
Billing Reports
3
End of Day Reporting
End of Day/Week/Month, Income Report, & Allocation Report
Bulk Billing Statements
Patient Reports
2
Advanced Patient Search - Demographics Report, Mailing List, and More
NEW Advanced Patient Search
Calendars & Scheduling
Calendar Basics
11
Viewing Calendars & Scheduling
Add/Edit Event
Calendar Sync
Using Chart Parts to create template messages
Exporting a Calendar Report
See all 11 articles
Work Schedules
4
Setting Work Schedules
Setting Up your Appointment Types
Patient Scheduling through the Portal
Overlapping Work Schedules
Other Basic Features
Navigating the System
7
Notes
Upload a Photo
Manage Photos
Fax & Print Preferences
Patient Search
See all 7 articles
Documents
8
Add New Document
Multi-Document Uploader
Review Documents
Notify Patient of Lab Result by Portal
Patient Handouts/Practice Documents
See all 8 articles
Dictation
1
Dictation in Cerbo
Faxing
8
Inbound Fax Editing - Splitting, Rotating, Removing Pages
Faxing Patient Documents
Filing Incoming Faxes
Troubleshooting Failed Outgoing Faxes
How do I fax a document that is not related to a specific patient?
See all 8 articles
Admin Menu
3
Admin - Manage Menu
Manage Custom Vitals and Lab Values
Disabling a Diagnostic (ICD10) Code
Chat
1
Chat, Conversations, and Sharing Objects
Tasks
2
Tasks
Shared Tasks Lists
Telemedicine
1
Introduction to Cerbo Telemedicine
Encounter / SOAP Notes
Using Encounter Notes
10
Customizing your Encounter Screen Layout
Creating and Cloning SOAP Notes
Managing Your SOAP/ Encounter Types
Encounter Note "Ownership"
Searching Encounter Notes
See all 10 articles
Manual Charting
8
Using, Adding, and Editing Diagnosis Codes
Creating and Managing Alternate Plan Items
Add Prescription Rx
Add/Schedule Orders
Add Vaccination
See all 8 articles
Quick Charting
7
Quick Add
Chart Parts
Prompted Templates
Text Variables for Charting
Text Variables for Email/SMS Reminders
See all 7 articles
Patients
Manage Patient Information
14
Adding a New Patient to the EMR
Billing Info
Tags
Relationships
Vaccines
See all 14 articles
Patient Portal - Help for Providers
14
Patient Portal Access
The Patient Portal Queue
Un-Archiving Patient Portal Requests
View Patient's Portal Status
Enabling Patient Portal Access
See all 14 articles
Preferred Facilities, Specialists, and Communicating About Care
4
Assign or Edit Preferred Pharmacy, Laboratory, Specialist
Send a Referral
Manage Facilities & Specialists Database
Letter Templates for Work, School, Jury Duty Excuse Letter or Others
Health Maintenance
2
Health Maintenance Rules
Health Maintenance History
Communicating with Patients
1
Send a Secure Message
Managing Labs, Orders and Medications
Labs & Orders
14
Lab Integrations
Add New Lab or Image Order Type (CPT Entry)
Automatically share instructions with patients on specialty lab testing
Add Order to Patient's Chart
Create and Add Lab Panels Using Chart Parts
See all 14 articles
Medications
11
Add a New Prescription
Discontinue a Prescription
Replace Prescription
Delete Prescription
Adding or Sending to Pharmacies in the Nationwide NCPDP Pharmacy Database
See all 11 articles
Alternate Plan Items
3
Creating and Managing Alternate Plan Items
IV Therapy - How to Add and Chart IV Infusions
Supplements and Diagnosis Codes
E-Prescribing
9
ERx Identity Proofing and EPCS Set Up
Why can't I e-Prescribe this prescription?
Delegating ePrescribing Authority to Non-Prescribers
Troubleshooting ERx Errors - no MedSpan ID
Reset EPCS Password
See all 9 articles
Inventory
Inventory in General
6
About Inventory in Cerbo
Inventory Purchase Orders
How to account for expired inventory and inventory "shrinkage"
How to account for inventory sales to non-patients
Help! Inventory dispense history doesn't match what is in the patient's chart
See all 6 articles
Supplements Inventory
4
Add Supplement to Inventory
Dispense Supplement from Inventory
Add a Supplement to the Supplements Database
Restock Supplement
Drug Inventory
5
Add a Drug to Inventory
Dispense Drug from Inventory
Reprinting Rx Labels
Restocking Drug to Inventory
Return/Restock a Dispensed Medication
Other Inventory
2
Add Other Products & Supplies to Inventory
Dispense Products & Supplies from Inventory
Third-Party Apps
Active Campaign
7
Active Campaign - About the Integration
Getting your API keys in Active Campaign
Using Active Campaign to send Automated Birthday Emails to Patients
Using Active Campaign to Keep an Up-to-Date Active Patients Mailing List
Using Active Campaign - Generate a Link to Sign up for a Mailing List
See all 7 articles
Shopify
2
About the Shopify Integration
Linking your Shopify Store to your EMR Inventory
Twilio
3
About the Twilio Integration
Setting up your Twilio Integration
Using Twilio with Cerbo
Hint Health
2
About the Hint Integration
Setting Up Your Hint Integrations
Fullscript
2
Getting Started - Requesting the Fullscript Integration
About the Fullscript Integration
