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Amplify DPCCerbo

Check Cerbo faxes against Amplify DPC membership status

Front desk knows who a fax belongs to instantly. Faxes and scanned documents still arrive by the stack, and every one has to be read, matched to a patient and filed before anyone can act on it.

Fax & Document Management
Talk to us about this one
Saved per fax, estimated
~5 min
Roles it helps: front desk and nurse and MA
2
Steps Tabflows handles for your team
4

How it runs

Starts: When a fax lands in Cerbo.

  1. Step 1

    Read the fax in the Cerbo queue.

  2. Step 2

    Match the patient against Amplify DPC members.

  3. Step 3

    Flag faxes for inactive or non-members.

  4. Step 4

    Create a review task with membership status.

Everything lands for your team to review, so the clinic stays in charge of every decision.

More Amplify DPC automations

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Docs & guides

  • Tabflows University

    Short lessons on running a calmer clinic with the tools you already have.

    Learn with Tabflows →Learn with Tabflows
  • DPC operations blog

    Our best writing on DPC workflow, front-desk operations and clinic software.

    Explore the blog →Explore the blog
  • Integrations

    Every tool Tabflows connects to, and what it can do with each one.

    Explore integrations →Explore integrations
  • Case studies

    How DPC and concierge clinics use Tabflows day to day.

    Read the stories →Read the stories

Get help from our team

Need help?

Guides and answers on setup, tasks, Sidekick and workflows.

Visit the Help Center →

Tabflows engineers

We set this up on your Amplify DPC and Cerbo accounts and keep it tuned to how your clinic works.

Hire Tabflows →

Frequently asked questions

What if a document doesn't clearly match a patient?

Nothing is filed on a guess. Tabflows prepares each one for your front desk and nurse and MA to check, and anything it can't place stays with a person to file by hand.

Do we need to switch from Amplify DPC and Cerbo?

No. Check Cerbo faxes against Amplify DPC membership status works inside the Amplify DPC and Cerbo accounts your clinic already uses. There is nothing to migrate and no new system for your team to learn.

When does it run?

It starts when a fax lands in Cerbo. Tabflows works through 4 steps, and the result lands with your front desk and nurse and MA, saving an estimated 5 min per fax.