Calendar Basics

Viewing Calendars & Scheduling
Overview This article demonstrates how to view and adjust the calendar and scheduling options.  Related Articles Add/Edit Calendar Event Defining W...
Wed, 11 May, 2022 at 3:16 PM
Add/Edit Calendar Event
Overview This article provides instructions on how to add and edit a calendar event.  Related Articles Viewing Calendars & Scheduling Scheduli...
Wed, 11 May, 2022 at 3:19 PM
Calendar Sync
Overview You can sync your Cerbo calendar to an external calendar (for example your Google or Apple/ Mac calendar). This is a one-way sync of information f...
Tue, 20 Sep, 2022 at 11:46 AM
Using Chart Parts to create template messages
This help section is about creating template messages or letters (other than for your initial appointment notification or appointment reminders - those ...
Fri, 15 Oct, 2021 at 10:48 AM
Calendar Report
Overview A calendar report allows you to see a tabulated list of appointments that the practice may have had over a given time period. The report may be f...
Tue, 24 May, 2022 at 11:36 AM
Appointment Notification and Reminder Emails and Text
Overview Every event in Cerbo can have one automated (1) email notification/ confirmation, (2) email reminder, and (3) SMS reminder. The email notificatio...
Tue, 17 May, 2022 at 10:45 AM
Appointment Edit Log
Overview Review the log of changes and additions to the appointment schedule by selecting the Edit Log option at the very bottom right of the pop-up windo...
Wed, 11 May, 2022 at 3:21 PM
Blocking off times on your calendar
Overview In order to make sure that schedulers and other staff members are aware of times that providers are not available, you can easily block off days/...
Wed, 11 May, 2022 at 3:25 PM
View Patient's Upcoming and Past Appointments
If you want to see what upcoming or past appointments a specific patient has you can always run an export report, but generally it's easiest to just lo...
Tue, 3 Sep, 2019 at 2:15 PM
Using the Appointment Waitlist
Overview Cerbo provides a feature to maintain a waitlist for patients who are looking to see a provider at your practice, or hoping to get an earlier date ...
Thu, 16 Sep, 2021 at 2:58 PM