Online Help

Overview In general, emailing patient information is not recommended, as email is not considered to be HIPAA-secure. We recommend sending a secure message ...

Send a secure message to a patient by clicking on the speech bubble icon in the upper right corner of the patient’s photo on the patient's dashboard pag...

We can generally port your fax number over from your current fax carrier over to come directly into the EHR, though it depends on the carrier (some carrier...

Overview This article is an overview of Plan A/Plan B billing plans.  Related Articles Use a Payment Plan to Generate a Credit Pool Patient's Bi...

Cerbo comes with default text for emails that are sent to patient's email accounts regarding different actions in Cerbo or the Patient Portal. Below ar...

Overview This article demonstrates how to delete a SOAP note.  Related Articles Encounter Note "Ownership" Signing Encounter Notes & S...

Overview If you see a grey or black screen cover your entire EMR view when you click on something (like one of the items in the Admin > Manage menu), t...

Overview You can save a fax that is not related to a specific patient.  Related Articles Fax Markup Inbound Fax Editing - Splitting, Rotating, Remo...

To add your signature to the system, go to your User dropdown menu (far right menu item, your initials), and select "Change My Signature": In t...

Overview This article goes over the process of adding, editing, removing, and restoring user profiles, as well as a brief overview of available user settin...