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Knowledge base
General
FAQ
24
How do I email Patient Documents?
How do I send a secure message to a patient?
Filling out the LOA (Letter of Authorization) for Fax Porting
How do I see if a patient has Patient Portal access?
What is Plan A/Plan B?
See all 24 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
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
Employee Training and Onboarding
3
Training Materials for Administrative Employees
Training Materials for Clinical Support Employees
Training Materials for Providers
Patient Portal - Help for Patients
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"?
See all 8 articles
Patient Portal Pages
12
My Account Details
Secure Messages
Request an Appointment
Invoices & Payment
Labs & Documents
See all 12 articles
Billing
Billing in Cerbo
25
Add a Charge to Patient Account
Add and Allocate Payments and Credits
Add to or Edit Charge List
Billing Statement
Add Discounts
See all 25 articles
Credit Card Processing
11
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?
See all 11 articles
Insurance Billing
7
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
See all 7 articles
Billing Reports
2
Charge Ownership for Reporting on Charges or Payments by User
Charges-Added Check
Reports
Billing Reports
3
End of Day Reporting
Bulk Billing Statements
Sales Tax Report
Patient Reports
1
Advanced Patient Search
Calendars & Scheduling
Calendar Basics
12
Viewing Calendars & Scheduling
Add/Edit Calendar Event
Calendar Sync
Using Chart Parts to create template messages
Calendar Report
See all 12 articles
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
Other Basic Features
Navigating the System
8
Notes
Upload a Photo to a Patient's Chart
Manage Photos
Fax & Print Preferences
Exporting a patient's chart as a zip file
See all 8 articles
Documents
9
Add New Document
Multi-Document Uploader
Review Documents
Notify Patient of Lab Result by Portal
Patient Handouts/Practice Documents
See all 9 articles
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?
See all 7 articles
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
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
Encounter / SOAP Notes
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
See all 12 articles
Quick Charting
7
Quick Add
Chart Parts
Prompted Templates
Text Variables for Chart Parts
Advanced Chart Part Examples
See all 7 articles
Patients
Manage Patient Information
16
Adding a New Patient to the EMR
Basic Information & Address
Patient's Billing Information
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
Add a Notice or Away Message to the Patient Portal
See all 13 articles
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
Managing Labs, Orders and Medications
Labs & Orders
14
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
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
4
Creating and Managing Alternate Plan Items (including Supplements)
Supplement Dosing Profiles
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
See all 10 articles
Inventory
Inventory in General
7
Inventory Management 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
See all 7 articles
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
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 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
4
Heads Up Health
Ambra Health
Vaccines Registry State Programs (Immunization Information Systems)
Reimbursify
API
1
Cerbo API Best Practices
