Default solution folder, feel free to edit or delete it.

Scan an ID or Insurance Card to a patient chart
You can scan an ID or insurance card to a patient chart by scanning the ID and saving to your computer then uploading to the correct patient chart. To u...
Tue, 19 Nov, 2019 at 12:58 PM
Download Submitted Patient and Blank Forms
Submitted Patient Forms If the form has been submitted from the patient portal copy: Open the form from the patient's chart Click the little fol...
Thu, 21 Nov, 2019 at 11:07 AM
Getting a list of patient emails
Even if you don't have the Active Campaign integration, sending out mass emails to your patients through your preferred bulk-email client is easy. All ...
Mon, 14 Sep, 2020 at 9:19 AM
Tracking Patient Referrals: "How did you hear about us"?
Its often helpful to know how your patients found your clinic so you can see where you're getting the most referrals from or what marketing campaign is...
Fri, 25 Sep, 2020 at 9:28 AM
Changing your practice name/Rebranding your practice
At some point, many practices change their operating name or update their branding. This has a number of implications for your Cerbo build, but getting thin...
Sun, 22 Nov, 2020 at 3:33 PM