Online Help

FAQ 21

• 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?
• Questionnaires Page Customization

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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

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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?

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My Patient Portal 10

• My Account Details
• Secure Messages
• Invoices & Payment
• Labs & Documents
• My Vitals

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Patient Portal Troubleshooting 1

• Appointment Reminder Email Shows Two Different Times

Billing in Cerbo 19

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

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Credit Card Processing 9

• Remove or Delete a Stored Credit Card
• Subscription Billing - Stripe
• 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 3

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

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 - Demographics Report, Mailing List, and More

Calendar Basics 11

• 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 7

• Notes
• Upload a Photo
• Manage Photos
• Fax & Print Preferences
• Patient Search

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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 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?

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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 1

• Introduction to Cerbo Telemedicine

Using SOAP Notes 12

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

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Manual Charting 8

• Using, Adding, and Editing Diagnosis Codes
• Creating and Managing Alternate Plan Items
• Add Prescription Rx
• Add/Schedule Orders
• Add Vaccination

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Quick Charting 7

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

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Encounter Summaries 1

• Wellness Plan and Supplement Plan

Manage Patient Information 14

• Adding a New Patient to the EMR
• Billing Info
• Tags
• Relationships
• Vaccines

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Patient Portal - Help for Providers 14

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

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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 Rules
• Health Maintenance History

Communicating with Patients 1

• Send a Secure Message

Labs & Orders 14

• Lab Integrations
• Add New Lab or Image Order Type (CPT Entry)
• 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 11

• 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
• IV Therapy - How to Add and Chart IV Infusions
• Supplements and Diagnosis Codes

E-Prescribing 9

• 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 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

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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

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 Integrations

Fullscript 2

• Getting Started - Requesting the Fullscript Integration
• About the Fullscript Integration