Training Materials for Administrative Employees

Overview

Administrative staff can watch these training videos to understand office workflows and maximize efficiency. The materials guide you through common administrative tasks in Cerbo.

NOTE: THIS IS A GENERAL OVERVIEW OF COMMON ADMINISTRATIVE TASKS AND MAY NOT COVER ALL WORKFLOWS FOLLOWED BY YOUR OFFICE.

System Overview:

• Introduction to Cerbo Scheduling, Patient Portal, Patient Portal Queue and Tasks

Scheduling:

• VIDEO: Checking Visits In and Out
• VIDEO: Appointment Types, Notifications, and Reminders
• Defining Work Schedules
• Setting Up Appointment Types
• Add/Edit Calendar Event

Patient Portal and Other Patient Communication:

• VIDEO: Patient Portal and Patient Portal Queue
• Patient Portal Queue and Filters
• Send a Secure Message
• Enabling Patient Portal Access
• Logging into the Portal as a Patient
• Managing your Patient Portal Forms & Questionnaires page
• View Patient Communication History

Billing:

General

• Add a Charge to Patient Account
• Add to or Edit Charge List
• Managing Charge Groups
• Generate an Invoice or Receipt

Bluefin

• Subscription Billing - Bluefin
• ACH Processing
• Payment Plan Billing - Bluefin
• Grouping Family/ Small-Business Subscriptions

Stripe

• Subscription Billing - Stripe

Other Administrative Workflows:

Tasks and Internal Communication

• VIDEO: Sending and Managing Tasks
• Tasks
• Chat, Conversations, and Sharing Objects

Faxing

• Faxing Patient Documents
• Send a Patient's Records
• Fax Markup

Inventory

• Inventory Management