Active Campaign is an automated sales, marketing, and CRM platform with dynamic automated email and SMS options. Our integration with Active Campaign links your patient information in Cerbo and Active Campaign, syncing to Active Campaign:

  • Patient name, sex, DOB
  • Patient status (active, prospective, inactive, deceased), but note that inactive or deceased status patients do not sync to AC as part of the initial sync that Cerbo does. If desired, you can manually import them to AC from the Advanced Patient Search
  • Next and last upcoming appt date and type
  • Tags

You can use this information within Active Campaign to:

  1. Send mass emails
  2. Send automated messages for things like welcome emails, birthday emails, follow up appointment or lab reminders, as well as messages triggered by specific actions that your patients have taken (URLs visited, links clicked, etc.). Dynamic, flexible options for creating campaigns and automations within Active Campaign allow you to set up campaigns that deliver personalized, relevant content to your patients on the schedules that you define.

Related Articles


Subscription Options

If you would like to sign up for an account with Active Campaign, you have two options for how to do so:

  1. Sign up for a HIPAA-compliant Enterprise plan through us: We are a reseller with Active Campaign at the Enterprise level. While there are various benefits offered at the Enterprise level, the reason that this is the level we offer through our reseller account is that this is the level that Active Campaign will sign a BAA, so it is the only level that is HIPAA-compliant. If you'd like to sign up at this level or get more information, let us know. We can set up your account, share info with you, and add the charge to your Cerbo subscription charges.
  2. Sign up for the account of your choice directly with Active Campaign: If you are not worried about HIPAA-compliance, you can sign up for an account directly with Active Campaign at whatever level you choose using our affiliate link. Then you would just share your API access information with us for us to be able to set up the integration.

If you want to try out Active Campaign before you commit, you can sign up for a 14-day free trial account. This can be done directly through Active Campaign, if you plan to go with option 2, above, or through us if you plan to go with option 1.

More information