Cerbo (by MD HQ) integration

Cerbo is a uniquely usable, HIPAA-compliant EHR, practice management system, and patient portal built with functional medicine needs and direct primary care practices in mind. It’s made specifically for functional and direct pay or cash-based practices.

Requirements

• A Cerbo account and a Fullscript account in the United States or Canada. 
• Super admin access in Cerbo to set up the integration. 
• Patients must be matched between Cerbo and Fullscript before sending plans. You can match an existing Fullscript patient or add the Cerbo patient to Fullscript during the workflow.
• To order labs, practitioners must be registered for labs, including accepting the labs terms. Labs are available in the US only.

Video: How to leverage Fullscript in Cerbo

Integration setup: Cerbo + Fullscript

To set up the Cerbo + Fullscript integration:

1. In your Cerbo account, click Admin > Manage… > Integrations.
2. Scroll to the Fullscript section.
3. Select Click here to activate the integration.
4. A tab will open to the Fullscript authorization page. Log in with your Fullscript credentials (username and password) or create a Fullscript account.
5. Click I agree. The integrations window will refresh and display dispensary details in the Fullscript section.

Matching patients

Each Cerbo patient must be matched to a Fullscript patient before you can send them a plan. If a patient isn’t matched yet, the Add Patient in Fullscript window appears when you start a plan for them.

If the patient already exists in Fullscript, the integration will automatically match the Cerbo and Fullscript patient profiles for you to confirm. Click Match patient to Fullscript account if it’s the same user:

If the patient doesn’t exist in Fullscript, click Add to Fullscript to add the patient:

To match a Cerbo patient to a different Fullscript patient profile:

1. Open the patient’s profile in Cerbo.
2. In the Supplements tab, click Fullscript.

3. Click Unlink FS profile.

4. Match the patient again the next time you create a plan.

Creating a plan

You can create supplement plans and lab plans through the Cerbo integration. Start from an Encounter or from the patient’s chart. The steps depend on the type of plan you’re creating.

Supplement plan

Create and send a supplement plan from Cerbo with the Fullscript experience or the native workflow.

Fullscript experience

The Fullscript experience opens Fullscript’s plan-building tool within Cerbo.

To create a supplement plan:

1. Search for your patient by typing their name in the search bar, or add a new patient from Admin > + Add New Patient.

2. From the patient profile, click the + button in the green Encounters bar to create a new chart entry.

3. Hover the mouse over the blue Plan Rx/Orders/Vaccines bar and click Add Supplement.

4. A window will appear with options to use Fullscript’s plan-building tool or search the Alternate Plan database.

5. Select Click here to use Fullscript’s plan building tool to open Fullscript within Cerbo.
6. Match or add the patient record to a Fullscript patient, if applicable.
7. Select the Fullscript practitioner who will be writing the plan.

8. The Fullscript plan-building tool will load.

9. Select and add supplements to the plan.

10. When you’re ready, click Review plan, then Send to patient. The patient will receive an email from Fullscript with the plan and instructions to access it.
11. A notification confirms the plan was sent to Fullscript. The supplements are added to the patient’s Cerbo chart and appear in the blue Plan Rx/Orders/Vaccines tab.

Native workflow

The native workflow lets you create and send a supplement plan from Cerbo using the Alternate Plan database. You can start from an Encounter or from the Supplements tab in the patient’s chart.

To send a plan from Encounters:

1. Open the patient’s profile and start an Encounter.
2. Hover over the blue Plan Rx/Orders/Vaccines bar and select Add Supplement. Then search the Alternate Plan database by entering a keyword in the supplement search bar. Search results can include both Fullscript and non-Fullscript products.
3. Look for the Fullscript leaf beside a product name to identify products from the Fullscript catalog. Hover over a Fullscript product to view its catalog description and suggested serving size.
4. Select a product.

5. Add any instructions or information you want to save to the patient’s Cerbo chart. This information won’t transfer to Fullscript.

6. Select Complete to add the product, or Complete & Add Another to add the product and return to the search window.
7. Added products will appear under Plan Rx/Orders/Vaccines in the Encounter and under the Supplements tab in the patient profile.

To send supplements from an Encounter:

1. After adding your products, hover over Plan Rx/Orders/Vaccines and select Send to Fullscript.
2. Customize the product dosage instructions as needed.
3. Click Route to Fullscript to send the plan.

To send a plan from the Supplements tab in the patient’s chart:

1. Open the patient’s profile.
2. To search the Alternate Plan database, type a keyword in the supplement window’s search bar. This will bring in anything in the database related to that query – not just Fullscript products. Supplements from the Fullscript catalog will have the Fullscript leaf beside their name. Hovering the mouse over this product will open a window with its full catalog description and suggested serving size. If you select an item without the leaf logo, you’ll be prompted to match it to a Fullscript product before it’s sent.
3. Click on a product to select it.

4. You can add instructions or information about the supplement to the patient’s chart. This does not transfer over to Fullscript. Select Complete to add the product, or Complete & Add Another to add the product and go back to the search window.

5. Products will appear under the blue Plan Rx/Orders/Vaccines tab in the Encounter and in the Supplements tab of the patient profile. Fullscript supplements will have our logo beside them.
6. After adding your products, select the products you want to send to Fullscript.
7. Open the dropdown in the Supplements tab and select Prescribe in Fullscript.
8. Customize the product dosage instructions as needed.
9. Click Route to Fullscript to send the plan.

Lab plan

Create and send a lab plan from Cerbo with the Fullscript experience or the native workflow.

Fullscript experience

To create a lab plan:

1. In an Encounter, open the Plan Rx/Orders/Vaccines section and select Add/Schedule Orders.

2. In the Add/Schedule Orders window, select Click here to order labs via Fullscript.

3. Fullscript will open within Cerbo with the lab catalog.
4. Choose the lab test you want to include and click Add to plan. To add supplements to the same plan, click Products.
5. Review the plan, then select Send to patient. The patient will receive an email from Fullscript with the plan and instructions to access it.

Native workflow

To create a lab plan:

1. From the patient’s chart, open an Encounter.
2. Hover over Plan Rx/Orders/Vaccines and select Add/Schedule Orders.
3. Search for a lab test and select it. To find Fullscript lab tests faster, add them to your favorites. See the section on Adding Fullscript lab tests to your favorites for details.
4. Add the reason for the test and how it will be billed, then click Add these orders.

5. When you’ve added all your labs and any supplements, hover over Plan Rx/Orders/Vaccines and select Send to Fullscript.

6. Select the Fullscript practitioner, then click Create Draft & Open Fullscript.

7. Fullscript opens your draft plan with the patient, practitioner, and items already added. Review the plan, then select Send to patient.

After the lab plan is sent, the order appears in Cerbo under Open Orders and can also be viewed from the patient’s Orders tab.

Where plans appear in Cerbo

Fullscript plans can be viewed in several places in Cerbo.

For supplement plans:

• Open the Supplements tab in the patient’s profile.
• Open Plan Rx/Orders/Vaccines in an Encounter.

For lab plans:

• Open the Orders tab in the patient’s profile.
• Open Plan Rx/Orders/Vaccines in an Encounter.

Viewing lab results in Cerbo

Providers and staff can view lab results transmitted from Fullscript in:

1. The Imported Lab Results section of the Cerbo home or scheduling page.

2. The Labs tab in the patient profile.

Cerbo settings for Fullscript

These settings make Fullscript products and lab tests easier to find in Cerbo.

Importing products into the Cerbo Alternate Plan database

Using the integration, you’ll have the opportunity to import products from your Fullscript dispensary into the Alternate Plan database – a collection of items that are not typically prescribed through Cerbo. Products in the Alternate Plan database can be added to a patient’s chart. This makes it easy for practitioners to see all the details of a Fullscript supplement while they’re working in Cerbo.

To import a product from Fullscript into Cerbo:

1. Navigate to Admin > Manage… > Integrations, and scroll down to Fullscript.
2. Select preferred/favorites list to look through your Fullscript categories, or search the product list by brand.

3. Select the products you want to import into the Cerbo Alternate Plan database.
4. When you’re finished, click Import Checked Favorites/Import these Supplements.

Adding Fullscript lab tests to your favorites

Add Fullscript lab tests to your favorites in Cerbo so they’re easier to find when you’re ordering labs.

1. In Cerbo, click Admin > Manage… > Orders/Labs Database.
2. Filter the list to Fullscript.
3. Click the star beside a lab test to add it to your favorites.

Disconnecting Fullscript from Cerbo

If you need to unlink an account—for example, if the wrong Fullscript dispensary was connected—follow the steps below.

To disconnect the integration in Cerbo:

1. In your Cerbo account, click Admin > Manage… > Integrations.
2. Scroll to the Fullscript section.
3. Click the trash can icon beside your Fullscript account name to remove the account.
4. Select Confirm & Disable.

To disconnect the integration in Fullscript:

1. Log into your Fullscript account.
2. In the settings menu, click Integrations.
3. Find Cerbo and click Disconnect.

Frequently asked questions

How much does Cerbo cost?

Cerbo pricing can be found here.

Can I view recommendations previously written on Fullscript in Cerbo?

Certainly! After matching a patient account in Cerbo, it pulls up all previously recommended products for the patient on Fullscript. All you’ll need to do is add the products to the patient’s current plan or any alternate plans in Cerbo.

Does Cerbo support multidisciplinary clinics?

Yes. Anytime you put in a recommendation through Cerbo, you’ll be able to select yourself as the practitioner. All practitioners should be added to Fullscript beforehand.

Can more than one dispensary connect with Cerbo?

No, Cerbo can only integrate with one Fullscript account at a time. But the good news is, the integration supports multidisciplinary clinics and sub-practitioners under the dispensary also have access to the integration.

Do patient plans/order history remain in Cerbo if a Fullscript account is disconnected?

No. Your Cerbo account stays the same, but Fullscript plans and order history will no longer be available in Cerbo. All saved patient matches between Cerbo and Fullscript are also removed.

Helpful resources

Fullscript resources:

• Cerbo landing page