Cerbo
EHR designed for functional, integrative, and concierge medicine practices. Here is every workflow Tabflows automates in Cerbo for direct primary care clinics.
Automations
- Fax Triage
Fax Triage
Reads incoming faxes, identifies the patient and document type, files each one to the chart and routes it to the right reviewer.
Fax & Document Management - Document Key Results
Document Key Results
Pulls key results from incoming documents and adds review notes.
Fax & Document Management - Fax inbox clearing
Fax inbox clearing
Works through a fax backlog until the inbox is cleared.
Fax & Document Management - Clear the Cerbo fax queue into the right Akute chart after switching
Clear the Cerbo fax queue into the right Akute chart after switching
No faxes get lost during a mid-year EHR move.
Fax & Document Management - Check Cerbo faxes against Amplify DPC membership status
Check Cerbo faxes against Amplify DPC membership status
Front desk knows who a fax belongs to instantly.
Fax & Document Management - Turn Weave voicemails into Cerbo callback tasks with chart context
Turn Weave voicemails into Cerbo callback tasks with chart context
Every voicemail gets a callback owner within minutes.
Patient Messaging & Inbox - Turn Calendly bookings into Cerbo appointments with charts ready
Turn Calendly bookings into Cerbo appointments with charts ready
No double entry between the booking page and the EMR.
Scheduling & Patient Outreach - Rebook Cerbo patients when a provider adds time off
Rebook Cerbo patients when a provider adds time off
No patient shows up to an empty exam room.
Scheduling & Patient Outreach - Score Jotform PHQ-9 and GAD-7 forms into Cerbo before visits
Score Jotform PHQ-9 and GAD-7 forms into Cerbo before visits
Mental health screening is done before the visit starts.
Scheduling & Patient Outreach - Stage Cerbo refill requests as DoseSpot scripts for sign-off
Stage Cerbo refill requests as DoseSpot scripts for sign-off
Refills are one click for the physician, with safety checks done.
Prescriptions & Refills - Match HelpCare refill calls to Cerbo charts
Match HelpCare refill calls to Cerbo charts
Phone refill requests arrive ready to approve.
Prescriptions & Refills - Stage compounded refills from Cerbo in Vista Scripts
Stage compounded refills from Cerbo in Vista Scripts
No compounded patient runs out because a reorder was forgotten.
Prescriptions & Refills - Close Cerbo referral loops from specialist emails in Gmail
Close Cerbo referral loops from specialist emails in Gmail
Specialist notes stop sitting in the inbox.
Referrals & Prior Authorization - Pre-Visit Summary
Pre-Visit Summary
Builds a chart prep brief before each visit.
Visit Prep & Clinical Documentation - Flag ChartNote dictations that never got signed in Cerbo
Flag ChartNote dictations that never got signed in Cerbo
Charts are closed out every day.
Visit Prep & Clinical Documentation - Place Freed scribe notes into Cerbo and turn orders into tasks
Place Freed scribe notes into Cerbo and turn orders into tasks
Notes and follow-through are done before the next patient.
Visit Prep & Clinical Documentation - Document Healee telehealth visits in Cerbo for clinics using both
Document Healee telehealth visits in Cerbo for clinics using both
One complete chart even when visits happen in two systems.
Visit Prep & Clinical Documentation - Turn Heidi visit plans into Cerbo note drafts and team tasks
Turn Heidi visit plans into Cerbo note drafts and team tasks
Nothing in the plan gets forgotten after the visit.
Visit Prep & Clinical Documentation - Charge audit
Charge audit
Compares Cerbo and Hint to catch missed or mismatched charges.
Billing & Revenue - Outstanding-balance report
Outstanding-balance report
Reports outstanding patient balances from Cerbo.
Billing & Revenue - Fix failed card payments before the member's next Cerbo visit
Fix failed card payments before the member's next Cerbo visit
Billing resolves cards before the patient walks in.
Billing & Revenue - Set up Cerbo charts when Go High Level leads become members
Set up Cerbo charts when Go High Level leads become members
New members are in the EMR the day they join.
Membership & Onboarding - Move wellness clients from Practice Better into Cerbo
Move wellness clients from Practice Better into Cerbo
Wellness clients become full members without retyping.
Membership & Onboarding - Side-by-side lab trends for patients split across athena and Cerbo
Side-by-side lab trends for patients split across athena and Cerbo
Physicians see the full trend, not half of it.
Labs & Results - Carry Cerbo lab history into Atlas.md charts during a switch
Carry Cerbo lab history into Atlas.md charts during a switch
Lab trends survive the EMR switch.
Labs & Results - Sort incoming Labcorp results in Cerbo by urgency
Sort incoming Labcorp results in Cerbo by urgency
Critical results get seen first, normal ones get closed fast.
Labs & Results - Turn Cerbo lab plans into Quest orders ready to sign
Turn Cerbo lab plans into Quest orders ready to sign
Lab orders are built without hunting for codes.
Labs & Results - Track Rupa kits sent out but never returned
Track Rupa kits sent out but never returned
Paid-for kits actually come back.
Labs & Results - Flag abnormal Cerbo labs with UpToDate follow-up guidance
Flag abnormal Cerbo labs with UpToDate follow-up guidance
Physicians review abnormal results with next steps already in view.
Labs & Results - Weekly open-items report from Cerbo to Google Sheets
Weekly open-items report from Cerbo to Google Sheets
The owner sees what is slipping before it becomes a problem.
Analytics - Book monthly Cerbo lab and med revenue into QuickBooks
Book monthly Cerbo lab and med revenue into QuickBooks
The owner sees margins by service line every month.
Analytics - Move charts from Charm to Cerbo and check nothing dropped
Move charts from Charm to Cerbo and check nothing dropped
The migration finishes with complete charts.
Records & Care Coordination - Map Elation documents and non-visit notes into Cerbo during a switch
Map Elation documents and non-visit notes into Cerbo during a switch
Years of documents arrive filed, not dumped.
Records & Care Coordination - Route HealthBook+ symptom check-ins to the Cerbo care team
Route HealthBook+ symptom check-ins to the Cerbo care team
Patients who are getting worse get a call quickly.
Records & Care Coordination - Carry open tasks and pending labs from Hint Clinical into Cerbo
Carry open tasks and pending labs from Hint Clinical into Cerbo
No open loop disappears during the switch.
Records & Care Coordination - Catch member ED visits in hospital portals and flag them in Cerbo
Catch member ED visits in hospital portals and flag them in Cerbo
The clinic knows about every ED visit by morning.
Records & Care Coordination - Bring SigmaMD message history into Cerbo during a switch
Bring SigmaMD message history into Cerbo during a switch
Important patient conversations survive the move.
Records & Care Coordination - Share SimplePractice therapy progress with the Cerbo physician
Share SimplePractice therapy progress with the Cerbo physician
Medical and mental health care stay in step.
Records & Care Coordination - Flag Fullscript protocols about to run out for Cerbo patients
Flag Fullscript protocols about to run out for Cerbo patients
Patients stay on their protocol without gaps.
Dispensing & Supplements - Check Northwind price changes against Cerbo in-office med pricing
Check Northwind price changes against Cerbo in-office med pricing
In-office dispensing stays profitable as costs move.
Dispensing & Supplements - Stage Cerbo charges for meds dispensed in ProficientRx
Stage Cerbo charges for meds dispensed in ProficientRx
Every dispense is charted, charged and traceable.
Dispensing & Supplements - Draft cited answers to clinical questions in the Cerbo inbox
Draft cited answers to clinical questions in the Cerbo inbox
Patient questions get thorough answers in minutes.
Clinical Reference - Feed Cerbo care gaps into Fold Health coordinator worklists
Feed Cerbo care gaps into Fold Health coordinator worklists
Coordinators work the highest-risk gaps first.
Care Gaps & Prevention - Update Cerbo health maintenance from Guava before annual physicals
Update Cerbo health maintenance from Guava before annual physicals
Physicals focus on real gaps, not ones done elsewhere.
Care Gaps & Prevention - Send Spruce reminders for vaccines due this month in Cerbo
Send Spruce reminders for vaccines due this month in Cerbo
More patients get vaccines on time.
Care Gaps & Prevention - Flag employer group members overdue for Cerbo physicals
Flag employer group members overdue for Cerbo physicals
Employer renewals come with proof members are getting care.
Employer Groups & Sponsors
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