Online Help

NOTE: THIS IS A GENERAL OVERVIEW OF COMMON ADMINISTRATIVE TASKS AND MAY NOT COVER ALL WORKFLOWS FOLLOWED BY YOUR OFFICE.

System Overview:

• Introduction to Cerbo Scheduling, Patient Portal, Patient Portal Queue and Tasks

Scheduling:

• VIDEO: Checking Visits In and Out
• VIDEO: Appointment Types, Notifications, and Reminders
• Defining Work Schedules
• Setting Up Appointment Types
• Add/Edit Calendar Event

Patient Portal and Other Patient Communication:

• VIDEO: Patient Portal and Patient Portal Queue
• Patient Portal Queue and Filters
• Send a Secure Message
• Enabling Patient Portal Access
• Logging into the Portal as a Patient
• Managing your Patient Portal Forms & Questionnaires page
• View Patient Communication History

Billing:

General

• Add a Charge to Patient Account
• Add to or Edit Charge List
• Managing Charge Groups
• Generate an Invoice or Receipt

Bluefin

• Subscription Billing - Bluefin
• ACH Processing
• Payment Plan Billing - Bluefin
• Grouping Family/ Small-Business Subscriptions

Stripe

• Subscription Billing - Stripe

Other Administrative Workflows:

Tasks and Internal Communication

• VIDEO: Sending and Managing Tasks
• Tasks
• Chat, Conversations, and Sharing Objects

Faxing

• Faxing Patient Documents
• Send a Patient's Records
• Fax Markup

Inventory

• Inventory Management
• Return/Restock a Dispensed Medication
• Dispense Products & Supplies from Inventory
• Dispense Drug from Inventory
• Dispense Supplement from Inventory