Implementation homework

Hover over over the Admin menu in the top navigation bar, select "Manage...", then "Users". Select Add New User or Resource. More help with How to Add New Users. You will set their username and password and give them that information, along with your EHR URL. When they first log in, they should change their password by hovering over their initials in the top menu and selecting Change My Password.

To begin scheduling appointments, you will first need to set up the list of appointment types that you offer via Admin > Manage > Schedule Types.How to set up your appointment types: video tutorial and online help.Set your preferred overall, and appointment-specific defaults for the Email Notice, Email Reminder, and SMS Reminder. An appointment-specific default message, if set, will appear instead of the background default message when that appointment type is selected.

Before you can add charges to patients' accounts, you need to set up your Charge List/ fee schedule. This may include charges for services, as well as products that you sell. You can manage and add to your Charge List under Admin > Manage > Charge List.

If you already have a charge list and/or inventory in spreadsheet format, we can import that for you. Your account manager can provide a template spreadsheet for import.

To initiate electronic integrations with the labs that you work with, send your implementation manager a list of the labs that integrate with Cerbo that you work with, and your account numbers with those labs. Some must be requested directly from your lab reps, others we can request for you, and some require a specific request form. Once we receive your list, we will provide specific guidance on how to initiate each integration.

‍Adding specialty tests to the orderable labs database can be done manually, or we can import from a spreadsheet "utilization report" provided by your lab rep at a specific lab. That utilization report should list the labs that you have ordered from that laboratory in the past year (or possibly more, depending on the lab), along with the laboratory's codes for those orders. If there are lab panels that you order, which you would like to formally group together in the EHR, you can do that:

* This can be done or completed once you're already using the system, and have a better idea of how you will be using these features.

‍Do you commonly recommend dietary, lifestyle, movement, or follow up recommendations? Do you use IV therapy, injections, or hormone pellets? You can set up the specific recommendations and custom "prescriptions" that you use as custom prescribable plan items under Admin > Manage > Alternate Plan Options. Once those are added, you can prescribe/ order them just as you would a standard medication, supplement, lab order, etc.

Review the new patient registration form at https://[YOURPORTALURL].md-hq.com/registration. Let us know if you want to remove specific sections, or have additional information that you hope to capture in that form. Detailed intake information would generally be collected via the intake questionnaires that a patient will complete after they have registered.

‍To review what is inside the Patient Portal itself, you will need to log into the Patient Portal as a patient, either by registering yourself as a test patient, or by going into the EHR and to John Doe's chart, then to the Pt Portal menu, and Log into Portal as Pt.

‍Review instructions on the Patient Portal pages, and let us know if you want to disable specific Patient Portal pages or functionality and/ or edit the instructions that appear at the top of each page. If you would like, we can have specific instructions/information posted for patients on the Logged In screen that they see when they first log in. So, for example, send to your implementation manager the specific instructions that you want to appear for patients when they first log into the Patient Portal.

Select the forms and questionnaires that you want to have available on the Questionnaires page of the Patient Portal. You can choose from our existing forms and questionnaires library and send any consent forms needed to your implementation manager to convert. Once your requested forms are added, you'll need to use the Questionnaire Manager in Cerbo to manage how the forms appear on your portal.

‍Configuration/settings questions. If any of the below apply to you, talk to your account manager and they can help with the corresponding settings.

All prescribing providers will want to set up e-prescribing so that they can send electronic prescriptions (including of controlled substances) to pharmacies. Help with setting up eRx is here. Please review the help closely and refer back to it as you move through the setup process. If everything goes smoothly, the setup process can be completed in 20 minutes. For help, please reach out to your implementation manager or to our main support email at support@cer.bo. If you previously used (or currently use) eRx in another system, you will need to turn off eRx refills in the other system to be able to receive refills electronically in Cerbo.

Providers should add their signatures to Cerbo as an early set up step. Once it is added, a provider's signature can be applied to e-faxable prescription forms, lab or imaging requisitions, invoices, and other forms generated in the EHR. Any user can add a signature by hovering over their initials in the top menu, and clicking on Change My Signature. This brings up a signature pad, where the signature can be drawn with the mouse, touchpad or on a touchscreen. Using a touchscreen for this step, and a stylus if desired, will yield the best results. If the signature is complex or good results cannot be obtained using the signature pad, you can email a scan of the signature to your implementation contact.

The following walk through videos give a good overview of the entire system. The annotated list below indicates which staff members should watch which videos.