Implementation Training Hub

Your implementation kicks off with a discovery call to learn more about your practice and the implementation project timeline. We recommend you review and complete the items below prior to kickoff.

Account & Access
• Verify your practice information under Settings > System Settings. System Settings (Guide)
• Add all team members under Admin > Manage > Users > Add New User or Resource. Adding & Managing Users (Guide)
• Have each user update their password under Initials > Change My Password.
• Confirm everyone can log in with their credentials.

eRx Registration

• All prescribing providers should begin their eRx registration early. eRx Registration & Setup

Forms and Questionnaires:

• Stock forms: Browse the Stock Forms Library and identify which forms you’d like added to your account. Having your selections ready before your forms and templates training session will help you get the most out of that time.

Start Early: These Items Require External Processing

The following involve third-party companies and can take several weeks to complete. Starting them now will help keep your implementation on track.

• Lab integrations: If you plan to use electronic lab ordering, reach out to your preferred lab(s) to initiate the connection process. Lab setup is managed directly between your practice and the lab company, and turnaround times vary by lab. Lab Integrations
• Merchant processing: If you plan to collect payments through Cerbo, review the available integrated merchant partners and begin your application. Merchant account approval can take 1-2 weeks. Choosing an Integrated Merchant Services Partner

Training focus

• Appointment scheduling, charge list setup, and administrative task management.

Goals

• Set up appointment types and reminders.
• Build the foundation of your clinic database (patients, charges, calendar).
• Identify administrative practice workflows.

Homework

• Create appointment types under Admin > Manage > Schedule Types > Add New Schedule Type.
• Customize default reminders under Manage Default Notification.
• Add an event to your calendar.
• Set up at least one charge under Admin > Manage > Charge List.
• Create a test patient under Admin > +Add New Patient using your email address and invite them to the portal.
• Follow the invitation email to access the portal and make a change to your Account details or add a Medication.
• Create and assign a test task under Tasks > +Add New Task.

Help resources

• Appointment Types and Reminders (Guide)
• Charge List (Guide)
• Intro to the Patient Chart (Video)
• Using Tasks in Cerbo (Video)
• Patient Portal Queue and Settings

Training focus

• Learn to build forms, templates, and charting tools that streamline documentation.

Goals

• Create and/or request patient forms/questionnaires.
• Set up Chart Parts for faster charting.
• Add any custom recommendations, IVs, or compounded meds.

Homework

• Review the stock forms you selected during Getting Started with your Implementation Manager. Request any additional forms based on your training session
• Create one questionnaire or consent form using the Form Builder.
• Create one Chart Part template.
• Add one custom recommendation or alternate plan item (e.g. Diet Recommendation, IV, injection, or pellet).
• Add one compounded medication (if applicable).

Help resources

• Form Builder (Guide) | Interactive Walkthrough
• Chart Parts (Guide) | Overview Video
• Alternate Plans (Guide)
• Compounded Medications (Guide)

Training focus

• Charting, prescribing, ordering labs, and other core clinical tools.

Goals

• Practice charting and e-prescribing.
• Set up clinical integrations and tools.
• Identify clinical practice workflows.

Homework

• Create a test encounter note and practice charting your workflow.
• Confirm your eRx registration status and complete any remaining setup steps.
• Confirm lab integration status with your lab provider(s) and verify connectivity in Cerbo.
• Set up clinical integrations such as Supplement Dispensaries or Prescription Drug Monitoring

Help resources

• Charting in Cerbo (Video)
• eRx Registration & Setup
• Clinical Orders (Guide)
• Track Discrete Lab Values (Guide)
• Supplement Companies
• Additional Third-Party Integrations

Training focus

• Understanding billing workflows, charge entry, and basic reporting tools.

Goals

• Set up your charge list and billing preferences.
• Get comfortable with key reports for financial and patient tracking.

Homework

• Finish your charge list: Admin > Manage > Charge List.
• Decide your billing model (membership, package, or fee-for-service, etc).
• Explore reports under Reports > Financial Reports and Reports > Non-Financial Reports.
• Confirm your merchant processing account is active and test a payment in Cerbo.

Help resources

• Adding Charges & Payments (Video)
• Billing Basics & Advanced Billing
• Common Financial Reports
• Advanced Patient Search Reporting

Training focus

• Review key workflows, verify configurations, and prepare your team for go-live.

Homework

• Confirm all users can log in and access their tools.
• Verify appointment, charge, and patient workflows end-to-end.
• Confirm billing and reporting are functioning correctly.
• Confirm portal setup and configuration.

• Video Library
• Knowledge Base Library