How can we help?

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  Getting Started

  Welcome to Cerbo! This is a good place to start if you're new. It covers the basics of finding your way around the system, along with training materials to help you and your team get up to speed.

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  Account & Practice Administration

  Your resource for configuring and managing your Cerbo account, from admin settings and user access to security and compliance, plus general practice-level questions.

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  Billing

  Cerbo offers an integrated billing system that is particularly well-suited for cash-based, direct primary care practices. It supports subscription billing for recurring charges, integrated credit card processing, and the ability to send invoices to patients, simplifying the entire revenue cycle.

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  Calendars & Scheduling

  Cerbo provides a robust scheduling dashboard that displays appointments, tasks, and reminders in a color-coded calendar that can be filtered by provider or appointment type. It allows for the creation of work schedules that can be used to enable patient self-scheduling through the portal and reduce administrative burden.

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  Communications & Messaging

  How to stay connected with patients and your team using Cerbo's built-in tools: faxing, document sharing, email, and chat, all in one place.

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  Encounter / SOAP Notes

  Cerbo's charting is flexible and efficient, utilizing a templating system called "Chart Parts" to allow for quick and customized documentation of patient encounters. The EHR's unique all-in-one-screen layout means you can view the rest of a patient's chart while documenting, without needing to switch tabs.

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  Managing Labs, Orders and Medications

  Cerbo streamlines the process of ordering labs and medications with its integrations with over 50 labs and a nationwide pharmacy database. It allows you to order tests, receive results directly into the EHR, and e-prescribe with features like drug interaction checks and smart-search functionality.

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  Patient Management

  This comprehensive patient management system is designed to provide an all-in-one-screen view, so you can easily access a patient's full chart without switching between different tabs or windows.

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  Patient Portal for Patients

  The Cerbo patient portal is a secure, custom-branded platform that enables patients to interact with their practice. Patients can view and pay bills, access lab results, complete digital intake forms, and communicate securely with their providers, empowering them to take a more active role in their health.

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  Reports

  Cerbo offers a reporting module that provides insights into practice performance, enabling you to track key metrics like revenue, patient demographics, and appointment data. While some users have noted a desire for more detailed reporting, it's a valuable tool for data-driven decision-making.

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  Telemedicine

  Running telemedicine visits in Cerbo, including camera and microphone setup, common troubleshooting steps, and using Zoom.

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  Third-Party Apps & Integrations

  Cerbo integrates with a variety of third-party apps, particularly those relevant to functional medicine and cash-based practices, such as supplement dispensaries and specialized labs. This allows you to streamline workflows by directly connecting Cerbo with other services, from merchant processing to patient engagement tools.