Online Help

FAQ 17

• 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 17 articles

Getting Started 5

• Getting Started Checklist
• New Practice Set Up and Configuration Quick Start
• Filling out the USAD LOA (Letter of Authorization)
• How to Add New Users (or Edit Existing Users)
• MDHQ Welcome Packet

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.

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 11

• My Account Details
• Secure Messages Inbox
• Send a Secure Message
• Request an Appointment
• Invoices & Payment

See all 11 articles

Patient Portal Troubleshooting 1

• Appointment Reminder Email Shows Two Different Times

Billing in Cerbo 21

• Add Charge to Patient's Account
• Add and Allocate Payments and Credits
• Manage a Patient's Charges and Payments
• Add to or Edit Master Charge List
• Billing Statement

See all 21 articles

Credit Card Processing 10

• Add a Credit Card
• Remove or Delete a Stored a Credit Card
• Subscription Billing - Stripe
• Choosing an Integrated Merchant Services Partner
• Stripe - Getting Started

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

See all 7 articles

Billing Reports 3

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

Billing Reports 2

• Income Report (Payments by User) versus End of Day/Week/Month
• Bulk Billing Statements

Patient Reports 1

• Advanced Patient Search

Calendar Basics 10

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

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Work Schedules 4

• Setting Work Schedules
• Setting Up your Appointment Types
• Patient Scheduling through the Portal
• Overlapping Work Schedules

Navigating the System 8

• Notes
• Upload a Photo
• Manage Photos
• Fax & Print Preferences
• PDFs - Changing Default to Adobe Reader

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 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 2

• Manage Custom Vitals and Lab Values
• Disabling a Diagnostic (ICD10) Code

Chat 1

• Chat, Conversations, and Sharing Objects

Tasks 2

• Tasks
• Shared Tasks Lists

Using SOAP Notes 12

• Searching Encounter Notes
• SOAP Note "Ownership"
• Signing Encounter Notes
• Co-Signing Encounter Notes
• Unsigning Encounter Notes

See all 12 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 5

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

Encounter Summaries 2

• Generating the Encounter Summary
• Wellness Plan and Supplement Plan Options

Manage Patient Information 17

• Adding a New Patient to the EMR
• Basic Information & Address
• Insurance Info
• Billing Info
• Tags

See all 17 articles

Patient Portal - Help for Providers 15

• Patient Portal Access
• The Patient Portal Queue
• Un-Archiving Patient Portal Requests
• View Patient's Portal Status
• Enabling Patient Portal Access

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
• Work or School Excuse Letter

Health Maintenance 2

• Health Maintenance Rules
• Health Maintenance History

Communicating with Patients 1

• Send a Secure Message

Labs & Orders 16

• Lab Integrations
• Add New Lab or Image Order Type (CPT Entry)
• Add Order
• Create and Add Lab Panels Using Chart Parts
• Creating Panel Orders for Labs with Ordering Interfaces

See all 16 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 2

• Creating and Managing Alternate Plan Items
• IV Therapy - How to Add and Chart IV Infusions

E-Prescribing 9

• ERx Identity Proofing and EPCS Set Up
• Why can't I e-Prescribe this prescription?
• Identity Proofing - Outdated Link
• Delegating ePrescribing Authority to Non-Prescribers
• Troubleshooting ERx Errors - no MedSpan ID

See all 9 articles

Inventory in General 4

• About Inventory in Cerbo
• 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

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 Mediation

Other Inventory 2

• Add Other Products & Supplies to Inventory
• Dispense Products & Supplies from Inventory

Purchase Orders 3

• Create a Purchase Order
• Printable/Faxable Purchase Orders
• Fill a Purchase Order

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

XYMOGEN 4

• Setting up and managing your XYMOGEN account in Cerbo
• Viewing a Patient's Previous Recommendations
• Creating a Patient Recommendation
• Syncing XYMOGEN Products With Your Supplement Database