Permission Matrix
We offer a variety of permission levels, giving you the choice of what parts of Cerbo your staff can access. All permission options are available for use with any user type.
User actions
Change their password
Add/edit scheduled events
View patient charts
View patient portal queue
Send secure messages
Add charges/take payments
Use advanced patient search
Log into portal as the patient
View incoming fax queue
View incoming results queue
Make documents shareable with patient via the portal
Manage databases
View billing reports (practice-wide)
View non-financial reports (practice-wide)
Create, edit, and sign SOAP notes
View SOAP note text
Unsign SOAP notes
Fax/write prescriptions
Add/edit/delete staff user profiles
System Settings
All Access /
Superadmin
*
Everything
except user
mgmt
*
Clinical Staff w/
Database Mgmt
*
Clinical Staff
*
Admin w/billing
reports
Admin
Front Desk /
Reception **
Scheduling
Only **
Billing only **
Read only **
* With NPI or written permission from prescriber
** Restricted access user
