Online Help

FAQ 24

• 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?
• What is Plan A/Plan B?

See all 24 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 4

• Error message when sending Secure Message with email notification
• Chrome freezing / hanging when entering address information
• Allow cross-site tracking in Safari
• Spellcheck Settings in Cerbo

Security 2

• How to lock down a patient's chart so only certain users can see it.
• Enabling Two-Factor Authentication (2FA) on your EHR

About the Patient/ Client Portal 2

• Patient/ Client Portal Overview
• Appointment time is incorrect in the notification or reminder email!

Accessing the Portal 7

• Logging in to Your Patient Portal Account
• Setting your Username and Password
• New Patient/ Client Registration
• Why do I keep having to reset my password?
• Why am I receiving the message "Unable to verify your account"?

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Patient Portal Pages 11

• My Account Details
• Secure Messages
• Request an Appointment
• Invoices & Payment
• Labs & Documents

See all 11 articles

Billing in Cerbo 22

• Add Charge to Patient's Account
• Add and Allocate Payments and Credits
• Add to or Edit Charge List
• Billing Statement
• Add Discounts

See all 22 articles

Credit Card Processing 10

• Add a Credit Card
• Remove or Delete a Stored Credit Card
• Choosing an Integrated Merchant Services Partner
• Stripe - Getting Started
• How can I generate an invoice for a failed subscription payment?

See all 10 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

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Billing Reports 3

• Charge Ownership for Reporting on Charges or Payments by User
• End of Day/ Week/ Month
• Income Report

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
• Advanced Patient Search

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 5

• Setting Work Schedules
• Setting Up your Appointment Types
• Patient Scheduling through the Portal
• Overlapping Work Schedules
• Allowing patients to schedule group appointments or classes

Navigating the System 8

• Notes
• Upload a Photo to a Patient's Chart
• Manage Photos
• Fax & Print Preferences
• Patient Search

See all 8 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 12

• Telemedicine in Cerbo
• Telemedicine Troubleshooting
• Reset Permission to Camera or Mic
• Enable Camera & Microphone Access in Chrome (Android)
• Enable Camera & Microphone Access in Safari (laptop/ desktop)

See all 12 articles

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

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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 6

• Quick Add
• Chart Parts
• Prompted Templates
• Text Variables for Chart Parts
• Text Variables for Email/SMS Reminders

See all 6 articles

Manage Patient Information 17

• Adding a New Patient to the EMR
• Basic Information & Address
• Billing Info
• Tags
• Past Medical History

See all 17 articles

Patient Portal - Help for Providers 15

• Enabling Patient Portal Access
• View & Troubleshoot Patient's Portal Access
• Invite Patients to Join the Portal or to Reset their Portal Password
• The Patient Portal Onboarding Tool
• Patient Portal Access - multiple accounts under a single email address

See all 15 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 Trackers
• Health Maintenance History

Communicating with Patients 1

• Send a Secure Message

Labs & Orders 14

• Lab Integrations
• Adding a New Lab, Imaging, or Referral Order to the Orders/ Labs Database
• 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 12

• Add a New Prescription
• Discontinue a Prescription
• Replace Prescription
• Delete Prescription
• Adding or Sending to Pharmacies in the Nationwide NCPDP Pharmacy Database

See all 12 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 10

• 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

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Inventory in General 7

• 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 7 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

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 Integration

Supplement Companies 4

• Fullscript - Getting Started/ Requesting the Integration
• Fullscript - About the Integration
• Fullscript - how it works for clinics with multiple providers
• WholeScripts/XYMOGEN - About the Integration