Online Help

FAQ 20

• How do I email Patient Documents?
• How do I send a secure message to a patient?
• How do I see if a patient has Patient Portal access?
• What is Plan A/Plan B?
• How do I expand text fields?

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Getting Started 10

• 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

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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 3

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

About the Patient/ Client Portal 2

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

Accessing the Portal 8

• 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 12

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

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Billing in Cerbo 24

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

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Credit Card Processing 11

• 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?

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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 2

• Charge Ownership for Reporting on Charges or Payments by User
• Charges-Added Check

Billing Reports 2

• End of Day Reporting
• Bulk Billing Statements

Patient Reports 1

• Advanced Patient Search

Calendar Basics 12

• Viewing Calendars & Scheduling
• Add/Edit Event
• Calendar Sync
• Using Chart Parts to create template messages
• Calendar Report

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Work Schedules 5

• Setting Up your Appointment Types
• Scheduling through the Patient Portal
• Correcting Work Schedule Overlaps
• Allowing patients to request group appointments or classes
• Defining Work Schedules

Navigating the System 7

• Notes
• Upload a Photo to a Patient's Chart
• Manage Photos
• Fax & Print Preferences
• Exporting a patient's chart as a zip file

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Documents 8

• Add New Document
• Multi-Document Uploader
• Review Documents
• Notify Patient of Lab Result by Portal
• Patient Handouts/Practice Documents

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Dictation 1

• Dictation in Cerbo

Faxing 7

• 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?

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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)

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Using Encounter Notes 10

• Customizing your Encounter Screen Layout
• Creating and Cloning SOAP Notes
• Add New Encounter Types - Manage Encounter Type Settings
• Encounter Note "Ownership"
• Searching Encounter Notes

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Manual Charting 6

• Using, Adding, and Editing Diagnosis Codes
• Add Prescription Rx
• Add Vaccination
• Add Alternate Plan Item
• Add Charges

See all 6 articles

Quick Charting 7

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

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Manage Patient Information 16

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

See all 16 articles

Patient Portal - Help for Providers 13

• 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

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Preferred Facilities, Specialists, and Communicating About Care 4

• Assign or Edit Preferred Pharmacy, Laboratory, Specialist
• Send a Referral to an External Provider
• 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 2

• Send a Secure Message
• Sharing Video Education with Patients

Patient Portal Queue 3

• Patient Portal Queue and Filters
• Un-Archiving Patient Portal Requests
• Push Secure Messages into SOAP Notes

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

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Medications 12

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

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Alternate Plan Items 3

• Creating and Managing Alternate Plan Items (including Supplements)
• 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
• Accounting for expired inventory & inventory waste
• How to account for inventory sales to non-patients
• Help! Inventory dispense history doesn't match what is in the patient's chart

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Supplements Inventory 3

• Add Supplement to Inventory
• Dispense Supplement from Inventory
• 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

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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 5

• Fullscript - Getting Started/ Setting up the integration
• Fullscript - About the Integration
• Fullscript - how it works for clinics with multiple providers
• WholeScripts/XYMOGEN - About the Integration
• Wellevate by Emerson Ecologics - About the Integration

Misc Integrations 3

• Heads Up Health
• Ambra Health
• Vaccines Registry State Programs (Immunization Information Systems)