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 Event
There are four ways to add a new event to the calendar: Click on any open time slot in the week or day view of the open calendar block, or click on...
Wed, 26 Jun, 2019 at 3:23 PM
Calendar Sync
Calendar Sync creates an iCal feed that can be used to show your Cerbo schedule in other major calendar software, including Google Calendar (via computer or...
Fri, 26 Mar, 2021 at 11:59 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 a...
Fri, 30 Apr, 2021 at 12:15 PM
Exporting a 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 ...
Thu, 10 Jun, 2021 at 4:22 PM
Adding and Editing Default Appointment Notification and Reminders
Click Here to watch a short video on how to set custom appointment notifications and reminders Once an appointment is associated with a patient, a conf...
Thu, 18 Mar, 2021 at 3:38 PM
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
Waitlist
The scheduling wait list can be accessed under the Scheduling menu of your EMR (Scheduling > Scheduling Wait list).  This should bring up a lis...
Thu, 28 Jan, 2021 at 1:53 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