Calendar Basics

Viewing Calendars & Scheduling
To view your calendar, click on the Scheduling menu in the top bar and choose Go To Scheduling. The main calendar pane will take up the main part of the pa...
Thu, 2 Jan, 2020 at 3:51 PM
Add/Edit Calendar Event
Manually add a new appointment or event to your calendar by clicking on any open time slot when in week or day view. OR, if the patient requested the ...
Thu, 16 Sep, 2021 at 2:46 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...
Wed, 27 Oct, 2021 at 12:05 PM
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 ...
Fri, 16 Jul, 2021 at 4:17 PM
Appointment Notification and Reminder Emails and Text
Overview: Every event in Cerbo has two emails and one automated SMS message associated. The confirmation email will go out as soon as you add it to the ca...
Thu, 28 Oct, 2021 at 10:45 AM
Appointment Edit Log
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 window.  If th...
Fri, 27 Dec, 2019 at 2:32 PM
Blocking off times on your calendar
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/times on t...
Thu, 10 Dec, 2020 at 9:06 AM
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
Scheduling for Un-registered Patients
Overview Some practices may opt to have a scheduling tool embedded in their web site, or as part of the patient portal, to allow new and prospective patien...
Thu, 15 Jul, 2021 at 9:32 AM