Online Help

FAQ 22

• How do I send an email or email documents from Cerbo?
• How do I send a secure message to a patient?
• Filling out the LOA (Letter of Authorization) for Fax Porting
• What is Plan A/Plan B?
• Default Emails to Patients

View all 22

Troubleshooting 5

• Error message when sending Secure Message with email notification
• Allow cross-site tracking in Safari
• Spellcheck Settings in Cerbo
• Bluefin Pax A80-Browser Communication Issues
• Chrome Display Issues

Security 4

• 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
• Cerbo's Bluefin Integration - Data flow

Employee Training and Onboarding 3

• Training Materials for Administrative Employees
• Training Materials for Clinical Support Employees
• Training Materials for Providers

Tasks 2

• Tasks
• Shared Tasks Lists

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"?

View all 8

Patient Portal Pages 12

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

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Billing in Cerbo 27

• Add a Charge to Patient Account
• Add and Allocate Payments and Credits
• Practice Charge List - Add to or Edit Master List of Charges
• Billing Statement
• Add Discounts

View all 27

Credit Card Processing 10

• Add a Payment Method for a Patient
• 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?

View all 10

Insurance Billing 9

• Generating an Insurance Invoice for Visit Charges Covered by a Recurring Subscription
• HCFA-1500
• Options for Insurance Billing with Cerbo
• Using the EDI Generator
• Managing Dx Codes Associated with Specific Charges - Insurance Billing Only

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Billing Reports 2

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

Billing Reports 3

• End of Day Reporting
• Sales Frequency Reporting
• Sales Tax Report

Patient Reports 1

• Advanced Patient Search

Calendar Basics 12

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

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Work Schedules 5

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

Navigating the System 9

• Upload a Photo to a Patient's Chart
• Manage Photos
• Fax & Print Preferences
• PDFs - Changing Default to Adobe Reader
• Exporting a Patient's Chart as a Zip File

View all 9

Documents 9

• Add New Document
• Multi-Document Uploader
• Review Documents
• Notify Patient of Shared Document 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?

View all 7

Admin Menu 4

• Admin - Manage Menu
• Manage Custom Vitals and Lab Values
• Adding a Resource
• Disabling a Diagnostic (ICD10) Code

Chat 1

• Chat, Conversations, and Sharing Objects

Telemedicine 14

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

View all 14

Using Encounter Notes 12

• Customizing your Encounter Screen Layout
• Using, Adding, and Editing Diagnosis Codes
• Prescribing Supplements, IVs, Nutritional Recommendations, and other Alternate Plan Options
• Creating and Cloning SOAP Notes
• Add New Encounter Types - Manage Encounter Type Settings

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Quick Charting 9

• Quick Add
• Chart Parts
• Charting - Fillable Prompted Templates
• Text Variables for Chart Parts
• Advanced Chart Part Examples

View all 9

Manage Patient Information 17

• Adding a New Patient to the EHR
• Patient Information and Demographics
• Insurance Information
• Patient's Billing Information
• Tags

View all 17

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
• Add a Notice or Away Message to the Patient Portal

View all 13

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 4

• Send a Secure Message
• Sharing Video Education with Patients
• View Patient Communication History
• Text Variables for Email/SMS Reminders

Patient Portal Queue 3

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

Labs & Orders 15

• Lab Integrations
• Add New Lab/Imaging/Referral Order to 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

View all 15

Medications 7

• Prescribing Medications
• Printable/ Faxable/ Saveable Prescription Form
• Rx Nicknames
• Create Rx Dosing Profiles
• Compounded Medications

View all 7

Alternate Plan Items 5

• Creating and Managing Alternate Plan Items (including Supplements)
• Supplement Dosing Profiles
• IV Therapy - How to Add and Chart IV Infusions
• Supplements and Diagnosis Codes
• Medical Injections - Add/Order/Manage Injectables

E-Prescribing 11

• ERx Registration and Setup
• Why can't I e-Prescribe this prescription?
• Delegating ePrescribing and eFax Rx Authority to Non-Prescribers
• Troubleshooting ERx Errors - no MedSpan ID
• Reset EPCS Password

View all 11

Medication, Supplement, Product, and Lab Kit Inventory 5

• Investigating Discrepancies in Inventory Stock Levels
• Inventory Management in Cerbo
• Accounting for Inventory Waste
• Inventory Sales to Non-Patients
• Inventory Purchase Orders

ActiveCampaign 4

• ActiveCampaign - About the Integration
• Getting your API keys in Active Campaign
• ActiveCampaign Tutorial Videos
• Using ActiveCampaign to Keep an Up-to-Date Active Patients Mailing List

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 - Using 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 9

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

View all 9

API 1

• Cerbo API Best Practices