Training Materials for Providers

Overview

Access a collection of training videos designed to help you master common clinical tasks in Cerbo. These materials provide step-by-step guidance for delivering efficient patient care.

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

System Overview:

For detailed timestamps/breakdowns of each video, click the link below the video player to open in Vimeo.

Overview of Patient Charts, Lab Ordering/ Results & Integrated Billing from Cerbo EHR on Vimeo.

Charting in Cerbo from Cerbo EHR on Vimeo.

Using Bidirectional Integrated Labs from Cerbo EHR on Vimeo.

Patient Chart Overview from Cerbo EHR on Vimeo

Account Setup and Configuration:

• Register for E-Prescribing of Controlled and non Controlled Medications
• Add your signature
• Enabling Two-Factor Authentication (2FA) on your EHR
• Defining Work Schedules

SOAP Notes:

• Creating and Cloning SOAP Notes
• Charting Templates
• Delete a SOAP Note
• Push Discrete Lab Results to an Encounter Note

Orders and Referrals:

• Add Order to Patient's Chart
• Generating Lab Orders/Requisitions
• Send a Referral to an External Provider
• Creating Panel Orders for Labs with Ordering Interfaces
• Create and Add Lab Panels Using Chart Parts

Prescribing:

Medications:

• Add a New Prescription
• Compounded Medications

Alternate Plan Items:

• Prescribing non-medication items (ie. Supplements, Lifestyle Rx's, Injection/Pellet protocols, Follow up plans)
   

Patient Communication and Management:

• Send a Secure Message
• Email a patient
• Patient Portal Queue and Filters
• Logging into the Portal as a Patient
• View Patient Communication History

Administrative Tools:

• Tasks
• Viewing Calendars & Scheduling
• Calendar Report