Encounter Notes
This is where a user goes to set up Chart Parts
What is Admin > Manage > Chart Parts?
This is where you see a patient's username
What is Patient Information block > Patient Portal tab?
These are the three calendar views
What are Day, Week, Month?
This is how a patient can signup for a clinic on their own
What is Registration Page?
To expand their prescription shortlist, a provider has to add this to their search
What is a plus sign?
Name 3 Chart Part Actions
What are Diagnosis, Drugs/Prescriptions, Lab Orders, Alternate Plan Options, Vaccines, Charges, Tags, Handouts
This is how you generate a copy of the patient's chart to print or fax
What is Generate > Printable Patient Chart?
This is where additional Schedule Types are set up
What is Admin > Manage > Schedule Types?
This needs to be setup in order for patients to request appointments in the patient portal
What is a Work Schedule?
This is where a user can setup or change their signature on file
What is Initials > Change My Signature?
This is how a user shares a note with a patient
What is Hit Save and Sign
There is where a customer can access the lab tracker
What is Open Orders block?
This is how a customer recovers a patient portal request that wasn't saved
What is Patient Portal Archive?
These 2 tabs in the patient portal can be set up to require a credit card before a patient can access them
What are Appointments and Secure Messages?
This is where a user can go to hide encounter notes from other users
What is open Encounter Note > Settings > Manage Note Permissions?
These 2 items need to be added to an Encounter Note in order to generate an Insurance form
What are Diagnosis and Charge(s)
Name 3 blocks in the patient chart that cannot be accessed in the Patient Portal
What are Need to Know, Admin Notes, Social/Family Notes, Health Maintenance?
This Patient Portal Queue auto-file category needs to be setup by a Tier 1 support agent
What is Questionnaires?
This is where a patient can go review their after-visit notes
What is My Visit Summaries?
These are the three merchant processors that Cerbo integrates with
What are Stripe, Bluefin, and Propelr?
This is what SOAP stands for
What is Subjective, Objective, Assessment, Plan
Name three ways a tag can be used
What are reports, showing questionnaires in the patient portal, when adding appointments to the calendar?
This is how a customer retrieves labs in the Imported Lab Results block
What is Click the arrow icon?
This is the name of the summary for a patient's recommendations across multiple visits that providers can generate and share in the patient portal
What is the Wellness Plan?
These are the 4 "special" Alternate Plan types in Cerbo
What are IV Infusions, Injections, Pellet Therapy, and Tincture?