Telemedicine Options

We have a few options for practices that use telemedicine/ video calls in their practice:

  • Native video conferencing through Cerbo (NEW), see below
  • We have a light integration with (this means that we can embed a link to your waiting room in the patient portal)
  • You can integrate with Zoom through a third-party

Cerbo Integrated Telemedicine Module

Our new integrated telemedicine module is entirely web-based - nothing to install for either participant - and works on desktops, laptops, tablets, and smartphones. Because it is part of the EHR, its integrated into your workflow when scheduling an appointment or launching an impromptu meeting. And you can view the active video side-by-side with the patient's chart, so you can view key information and chart during the course of your conversation. Additional features include: 

  • Custom branding with your logo and patient-portal sub-domain (URL)
  • Supports from 2-25 participants
  • Allows participants to call into an 800 number if they're not able to connect to audio via their computer
  • Participants can choose from their available audio/ video input devices.

A couple of key limitations to be aware of:

  • At the moment it does not support screen-sharing (that feature is coming in 2020)
  • If you want to record the call, you would need to use third party, standalone screen-recording software.


Because we incur costs per minute per participant for video usage, there is an additional charge for integrated telemedicine. During the beta period, that charge is $20/provider.

Enabling the Built-In Telemedicine Module

Please contact us at to request that we enable this module for you.

Scheduling or Initializing a Call

There are two ways to set up a call: 

 (a) Start an impromptu video call under My Links > Start Video Encounter:

In the Start a Video Call window that appears, set the room name and number of participants. This will generate a unique 9-digit conference ID that can be linked to by other participants and which will server as the call-in pin for participants joining audio by phone:

As soon as you click "Start the Meeting!", a new browser window will launch with your in-progress meeting. You can copy the meeting URL to send to any participant that you'd like to join. Note: If you're inside an encounter note when you open this window you'll see an additional option to open the window as a sidebar within the EMR - see below for more details.

(b) You can schedule a call from the appointments screen:

If you check the "Is Telemedicine" checkbox and add the event, it will schedule the appointment and automatically include the meeting information in the initial Email Notice as well as in the iCal calendar attachment that goes out with that initial email. A note will be appending to that email that looks like:

This is a virtual appointment. A few minutes before the appointment is set to start please go to:

If you are not able to connect to audio on your computer, you can call +1 855 498 7444 and enter your meeting code 405-243-016.

Note: if you disable or don't send notices/reminders, you'll need to figure out another method of providing the conference link to the patient.

On the EMR side, when the meeting is ready to start you'll be able to either open My Links > Start Video Encounter or you can open the appointment in question and follow the link:

Side-by-Side Viewing

You may often want to be charting while you're participating in the telemedicine visit. To do so, you can always open the video call in a new tab. OR if you want the video to open next to your normal charting area, you can go to My Links > Start Video Encounter from inside the note and then select the "Inside Encounter Window" option:

This will open the video call in the sidebar (though you can click the pop-out icon in the top right to pop it out into its own window if you change your mind and want a full-screen later):

Joining/Managing your Video Call

Once your call is created and you follow the link to join, you'll see a screen that looks like this:

Just click the "Join Meeting" link to join. If you haven't enabled it already, your browser will ask you to allow the meeting to access your camera and microphone (screenshot may look different for different browsers):

Make sure to click Allow and it should jump you into the meeting. If you don't see this, and it doesn't seem to be joining the call, try looking for a camera icon in the top right or left of the screen and click it to force it to show the permissions screen.

As soon as you've joined you should be able to see yourself in the mini-window (which can be dragged around) and once the other participant(s) join you'll see them as well in the main window.

If you're having any trouble joining the call, or want to call in using a telephone, click on the participants icon on the left and you'll see instructions for joining the call by phone: 

At any time, you can use the mute icon on the left to mute your audio. And if you need to change your audio device you can generally do it by clicking the cog icon (settings) and selecting the appropriate media input/output.