This integration allows you to sync Cerbo patients with Fullscript patients, submit supplement orders to Fullscript directly from a patient's supplement block, and view all of a patient's Fullscript supplements (with the ability to add these to their chart in Cerbo).


Syncing a Cerbo patient with a Fullscript Patient

NOTE: Once a patient is matched to a Fullscript account in Cerbo, you will not be able to make changes. Please carefully review your details before completing this action.

  1. Open the patient's chart in Cerbo and switch to the supplement block. You should see a button to "Manage Supplements in Fullscript" - click on this 
  2. The "Add Patient in Fullscript" window will appear if this patient hasn't already been synced. Note that unlike Cerbo, Fullscript does not allow multiple patients to share the same email address. This window will look a little different depending on a few factors: 
    1. Patient is not in Fullscript yet and does not share an email address with any other patients: (option to add as a new patient)
    2. Patient is not in Fullscript yet but shares an email address with other patients, one of which is already in Fullscript: (no options, must change email address)
    3. Patient is in Fullscript under a matching email: (only option is to match, otherwise must change email address)
    4. Patient appears to be in Fullscript under a matching name but different email: (option to match or add as a new account)
  3. If you encounter an email error in step (2), you will need to go back to the patient's chart and change their email address on file before being able to add/sync in Fullscript. Otherwise, once you hit "Add" or "Match", you will be able to proceed with the rest of our Fullscript integration's features for this patient!


Manage a Patient's Fullscript orders in Cerbo


  1. Open the patient's chart in Cerbo and switch to the supplement block. You should see a button to "Manage Supplements in Fullscript" - click on this 
  2. The manage window will appear but the patient's list of Fullscript supplements may take a minute to load. Thank you for your patience as our system communicates with Fullscript's servers to provide you with this information. 
  3. From this window, you will see a few options for the patient's listed Fullscript supplements:
    1. If the product is not yet in our system, you can click on the "Add to Alt Plan Database" link to get this added
    2. If the product is already in our system but hasn't been added to this patient's supplement block, you can click on the "Add to Patient's Chart" link to get this added
    3. If the product is already in our system and already in the patient's chart, there are links to view either of these (either the alternate plan database item or the patient's supplement item)


Order a Patient's Cerbo Supplements in Fullscript


  1. Open the patient's chart in Cerbo and switch to the supplement block. Check the boxes of whichever supplements you would like to order and then click the "Prescribe in Fullscript" option from the drop-down menu. 
    1. Alternatively, if you are in a SOAP note and have added supplements to the Plan box here, hover over the plus icon to select the "Prescribe Sups in Fullscript" option 
  2. This will bring up the order window: 
    1. Provider Overview: You will need to select an ordering provider from the drop-down menu of Fullscript providers. You will need to login to your Fullscript account to add additional providers to these options.
    2. Supplement Overview: If your supplement in Cerbo has already been matched to a Fullscript product, you will see a form to complete the order. The only required fields here are product variant and number of units (everything else is optional). If your supplement in Cerbo has not been matched to a Fullscript product, it will not be included on the order unless you first match it by click on the "Click here to match.." link. 
      1. Match Cerbo Supplement to a Fullscript Product: You can use this window to search Fullscript's product database for matches. Once you select and submit a match, the ordering window above will be refreshed to include this supplement's product form and it will be included on the submitted order to Fullscript.