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.

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

Match or add the patient record to a Fullscript patient:

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:

If you wish to match a patient in Cerbo to a different Fullscript patient profile than initially selected:

1. In Fullscript, under catalog select build plan.
2. Next, select the patient and click Change Link from within the pop-up on the right-hand side.
3. Click Continue to match the new patient.
4. You will be brought to your patient list. Look for patients you would like to link to Cerbo.
5. Select Link Patient and Confirm Link.

Creating a plan

You can create supplement plans and lab plans through the Cerbo integration. Providers can start from Encounters or from the Supplements or Open Orders tab in the patient’s chart. The workflow depends on the type of plan you’re creating

Supplement plan

There are two ways to create and send a supplement plan from Cerbo: the Fullscript experience or the custom 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.

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. Match or add the patient record to a Fullscript patient, if applicable.

5. A window will appear with options to use Fullscript’s plan-building tool or search the Alternate Plan database.
6. Select Click here to use Fullscript’s plan building tool to open Fullscript within Cerbo.

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. After the plan is sent, the supplements will be available in the patient’s Cerbo chart.
12. The plan will also appear under the blue Plan Rx/Orders/Vaccines section in Cerbo.

13. The plan is visible in the blue Plan Rx/Orders/Vaccines tab in Cerbo.

The custom workflow

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

To send a plan from Encounters:

1. Enter a patient’s profile.
2. 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.r the blue Plan Rx/Orders/Vaccines bar and select Send supplements to Fullscript.
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 supplements 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. Enter a 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 window with its full catalog description and suggested serving size. If an item without the leaf logo is selected, it won’t be transmitted to Fullscript.
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

Lab plans use the Fullscript experience within Cerbo.

To create a lab plan:

1. From the patient’s chart, 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. Select the Fullscript practitioner creating the plan.
5. Choose the lab test you want to include and click Add to plan.
6. Review the plan, then select Send to patient. The patient will receive an email from Fullscript with the plan and instructions to access it.

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.

To view recommended labs:

• Navigate to the Orders tab in the patient’s profile.
• Find them in the Plan Rx/Orders/Vaccines tab in an Encounter.

Importing products into the Cerbo Alternate Plan database

Using the integration, you’ll have the opportunity to import products from their Fullscript 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.

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.

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, although the Cerbo account would stay the same, the patient plans/ order history would not remain. Once you disconnect the Fullscript account, all the saved matches will be removed.

Helpful resources

Fullscript resources:

• Cerbo landing page