Getting Started

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

Getting Started Checklist
Getting started is as simple as following the three steps under GETTING ENROLLED, but if you want more detailed information about the steps (and timing) in...
Tue, 10 Mar, 2020 at 10:20 AM
New Practice Set Up and Configuration Quick Start
Welcome to Cerbo by MD HQ! For your convenience, below are some useful help sections and videos to help you set up and configure your system. Quick Ref...
Wed, 24 Feb, 2021 at 2:42 PM
Filling out the LOA (Letter of Authorization) for Fax Porting
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...
Wed, 12 Feb, 2020 at 1:41 PM
How to Add New Users (or Edit Existing Users)
To add a new user or resource (room, or chair that you want to be able to schedule appointments for, e.g.), or edit existing users: 1. Open the Manage ...
Wed, 3 Mar, 2021 at 2:03 PM
Default Emails to Patients
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 a...
Wed, 24 Jun, 2020 at 4:14 PM
Customize Secure Message Default
When Patients go to send a Secure Message from the patient portal, they will open the "Submit a Secure Message" window. There are several configu...
Thu, 13 May, 2021 at 10:02 AM
DPC Clinic Customization
Welcome to Cerbo! We love our DPC Clinics and there are a few configuration items we like to point out that can help to cater the Patient Portal to your...
Thu, 18 Jul, 2019 at 4:36 PM
Logging into the Cerbo Helpdesk
We use a third-party software platform (Freshdesk) to host our online help articles and ticketing system at help.cer.bo. When you send an email to our email...
Fri, 11 Dec, 2020 at 12:21 PM
Add your signature
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...
Wed, 12 May, 2021 at 4:23 PM
Adding and Editing Users
Overview In general, Cerbo will email only the signatory of the contract with login credentials. This will consequently be the "first user", and ...
Wed, 9 Jun, 2021 at 3:56 PM