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

Cerbo Walkthrough of Scheduling, Patient Portal, Patient Portal Queue, and Tasks

1:10 - Schedule Page explanation, How to set up your Appointment / Schedule types

4:00 - Add an appointment - Set default general notifications for appointments

7:45 - Reschedule / Cancel an appointment

8:40 - Message Chart Part Templates*

12:25 - Set work schedules to enable online scheduling - online scheduling from the patient side, receiving the request in Cerbo

20:30 - Patient Portal Overview

30:25 - Patient Portal Queue

35:50 - Tasks

41:00 - Add a new patient (add in Cerbo or through the patient portal)

45:50 - Adding new users to Cerbo

*Slightly out of date - you can now create messages on a schedule types basis - help here: https://mdhq.freshdesk.com/solution/articles/8000009259-setting-up-your-appointment-types, message Chart Parts might still be useful as you can pull in patient specific information using variables