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Knowledge base
General
FAQ
23
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 23 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
3
Error message when sending Secure Message with email notification
Chrome freezing / hanging when entering address information
Allow cross-site tracking in Safari
Security
1
How to lock down a patient's chart so only certain users can see it.
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
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"?
See all 7 articles
Patient Portal Pages
11
My Account Details
Secure Messages
Request an Appointment
Invoices & Payment
Labs & Documents
See all 11 articles
Billing
Billing in Cerbo
21
Add Charge to Patient's Account
Add and Allocate Payments and Credits
Add to or Edit Charge List
Billing Statement
Add Discounts
See all 21 articles
Credit Card Processing
11
Add a Credit Card
Remove or Delete a Stored Credit Card
Subscription Billing - Stripe
Choosing an Integrated Merchant Services Partner
Stripe - Getting Started
See all 11 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
Reports
Billing Reports
3
End of Day Reporting
End of Day/Week/Month, Income Report, & Allocation Report
Bulk Billing Statements
Patient Reports
1
Advanced Patient Search
Calendars & Scheduling
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
4
Setting Work Schedules
Setting Up your Appointment Types
Patient Scheduling through the Portal
Overlapping Work Schedules
Other Basic Features
Navigating the System
7
Notes
Upload a Photo to a Patient's Chart
Manage Photos
Fax & Print Preferences
Patient Search
See all 7 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
Encounter / SOAP Notes
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
See all 10 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
7
Quick Add
Chart Parts
Prompted Templates
Text Variables for Chart Parts
Text Variables for Email/SMS Reminders
See all 7 articles
Patients
Manage Patient Information
16
Adding a New Patient to the EMR
Basic Information & Address
Billing Info
Tags
Relationships
See all 16 articles
Patient Portal - Help for Providers
16
Patient Portal Access
The Patient Portal Queue
Un-Archiving Patient Portal Requests
View Patient's Portal Status
Enabling Patient Portal Access
See all 16 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
Managing Labs, Orders and Medications
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
See all 10 articles
Inventory
Inventory in General
6
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 6 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
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
Fullscript
3
Getting Started - Requesting the Fullscript Integration
About the Fullscript Integration
Fullscript for clinics with multiple providers
