FXMedSupport Integrations

Overview

FxMedSupport offers numerous integrations with Cerbo, including: a Quickbooks Online integration, an app for your patients, and a bi-directional calendar sync for Google.  There are over 50 integrations that FxMedSupport provides as add-ons to Cerbo. Hundreds of clinics currently use them to improve their workflows and processes within Cerbo.

Setting Up the Integration

Integration setup takes minimal effort for the clinic, FxMedSupport and Cerbo. If looking to set up the integration, follow the directions here or look for similar instructions emailed to you from the FxMedSupport Team. 

1. The Clinic will sign up for FxMedSupport
2. A Superadmin at the Clinic will send a support email to the Cerbo team requesting API activation.
   Note: The sender of this email must have superadmin rights at the clinic to make this request.
   Template Email
   Hello Cerbo:
   Name of Medical Practice would like to have the FxMedSupportAPI Activated for:
   [Admin Cerbo URL]
   If you have any questions please contact:
   Office Contact First Name 
   Office Contact Last Name 
   Office Contact Email:
   
   Thank you,
   Name of Medical Practice
   Medical Director First Medical Director Last 
   Medical Director Email 
    
3. The Clinic will create an FXMedSupport SuperAdmin user in Cerbo
4. FXMedSupport then logs in and creates the necessary API user and/or any webhooks needed
5. FXMedSupport goes to Admin > Manage > Integrations > FXMedSupport to enable the features selected
6. Once complete, Cerbo finalizes the integration settings on the back-end

Details: Turning Off/ Disabling the Integration

If you need to cancel/disable the integration for FxMedSupport, we recommend first taking steps to cancel with FxMedSupport. To turn things off on Cerbo's end, the process is as follows:

1. Uncheck the boxes for the penguin/red box features from Admin > Manage > Integrations > FXMedSupport
2. Remove the FxMedSupport user from Admin > Manage > Users
3. Remove the API user(s) from Admin > Manage > Integrations > API User Management
   (pk_fxmedsupportAPI and, in some cases, pk_nutrimentrxAPI)
4. Remove any webhooks under Admin > Manage > Integrations > General webhooks for third parties
   (these will not always be on, so skip if you don't see any webhooks setup here!)

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