Integrations: Cerbo (by MD HQ) integration

Practitioners

In this article:

An introduction to Cerbo
Integration setup: Cerbo + Fullscript
Adding patients to Cerbo
Adding products to patient charts
Adding products to the alt plan database from prescription history
Creating Fullscript prescriptions
View prescription history
Video: Integration setup and sending a recommendation
Frequently asked questions
Helpful resources

 

An introduction to Cerbo

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

Note: Cerbo is available in Canada and the US. This integration is bi-directional, meaning that information is transferred both ways — from Fullscript to Cerbo and from Cerbo to Fullscript.

 

Coming from Wellevate?

When we’re ready for you to migrate, we’ll enable banners in Wellevate and send an email to the email address you used to create your Wellevate store. Click the links in your email or the in-app banner and follow the instructions to kick off the migration of your Wellevate data to Fullscript. What to do next depends on if you’re new to Fullscript or already have an account.

If you’re new to Fullscript, we’ll walk you through creating your Fullscript account, updating your settings to align with Wellevate, and migrating your Wellevate data. If your healthcare credentials were previously approved on Wellevate, know that they’ll be auto-approved when your Fullscript account is created. When your Fullscript dispensary settings are to your liking, head to the Integrations page to integrate Fullscript with your Cerbo account.

If you already have a Fullscript dispensary, we’ll lead you to log into Fullscript where you can review your dispensary settings, migrate your Wellevate data, then enable the integration. Plus, if you’ve already integrated Fullscript with your EHR, there’s no need to re-establish that connection. Once integrated, you can log in and start using the integration to write plans from Cerbo right away.

Tip! If you have a Fullscript dispensary that’s already integrated with your EHR, all you need to do is migrate your Wellevate data from the web application. You can log into Fullscript or Wellevate to initiate the migration when it's your turn to migrate.

 

Integration setup: Cerbo + Fullscript

The Cerbo integration uses oAuth for setup and activation — no clinic key required.

Note: Only individuals with super admin access can set up the Fullscript integration. You will have to ask a super admin to log into your account to set up this integration.

 

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 new tab will open the Fullscript authorization page. Log in with your Fullscript credentials (username and password) or create a Fullscript account.
5. Click Authorize Application. The integrations window will refresh, and dispensary details will be displayed in the Fullscript section.
   
   

 

Adding patients to Cerbo

To add a new patient to Cerbo:

1. Select Admin > + Add New Patient. Fill in the required fields, then click + Add Patient.
   
   
   
   
2. In the new patient's account, find and select the Supplements tab. To create a patient account or link an existing Fullscript patient, click the Fullscript logo. 
   
   
   
   
3. If the patient name or email address matches an existing unmatched Fullscript patient, Cerbo will list options to manually match the patient. Select an existing Fullscript patient and click Match Patient to Fullscript Account to link the accounts and close the modal. 
   
   
   
   For new Fullscript patients, confirm the patient's details and select + Add to Fullscript to create the account and close the modal.
   
   

Warning! Once a patient is matched to a Fullscript account in Cerbo, you will not be able to make changes. Make sure to review the details carefully before completing this action.

 

Matching existing Fullscript patients

To match a Cerbo patient profile with an existing Fullscript patient, navigate to the Supplements section and click the Fullscript logo. When this is done for the first time, the integration should find the matching Fullscript account (based on the email address) and ask you to verify the match.

When accounts are successfully matched, prescription history will populate in the patient's profile in Cerbo.

Matching a patient in Cerbo with an existing Fullscript patient account.

 

Adding products to patient charts

Before products can be added to a patient prescription, they need to be added to the patient's chart.

To add products to a patient chart:

1. Click on the plus sign ( + ) in the Supplements section to search for a product. When searching, the brand code will be listed in brackets in a 3-letter short form.
   
   
   
   
2. Select a Fullscript product, identifiable by the Fullscript logo, from returned results
   
   
   

   Tip! The search function in Cerbo includes products from other integrations. To add a Fullscript product to the Supplements list, check for the Fullscript leaf logo beside its name

3. Complete the required fields to add the product: method, strength, and instructions/notes.
4. When finished with a product, click + Complete or + Complete & Add Another.
   
   

 

Adding new brands and products to patient charts

Discoverable brands and products will depend on the list of brands requested from the Cerbo team when the integration was set up. You can use the importer to add brands and multiple products quickly. To use the importer, navigate to Manage... > Integrations > Fullscript and select Click here to import products from Fullscript directly into your Alternate Plan Database. Select a brand then select the products you'd like to import. When finished, click Import these Supplements. Repeat as needed to add other brands and products. 

Note: If a brand/product isn't discoverable in a patient's chart, email support@md-hq.com to request it/them.

 

Adding products to the alt plan database from prescription history

Products can also be added to Cerbo from patient prescription history so they can be prescribed to any patient. To save a product to the Alt Plan Database:

1. In the Supplements section of a patient profile, click the Fullscript logo to view all the products previously recommended in Fullscript.
2. Click + Add to Alt Plan Database to add a product to the Cerbo database.
3. Add the product as a New Alternate Plan Option and fill out a Default Profile (strength, dosage, instructions) for the product. This adds products to the Cerbo account so it can be added to any patient's chart.

Add a Fullscript product from a previous prescription to the Cerbo database.

 

Creating Fullscript prescriptions

There are two different workflows for creating a Fullscript recommendation in Cerbo. You can send a plan with the Fullscript experience, or send a recommendation with the original Cerbo customer-built workflow.

 

The Fullscript experience

To send a recommendation using the Fullscript treatment plan:

1. Log into Cerbo.
2. Search for a patient by typing their name into the search bar in the top-right corner.
3. Within their profile, click + in the Encounters bar to create a new encounter.
   
   
   
   
4. Hover over Plan Rx/Orders/Vaccines and click Add supplement.
   
   
   
   
5. Select Click here to use Fullscript's recommendation tool instead to launch the treatment plan tool.
6. From the Select a practitioner drop-down menu, select your name.
7. Create the recommendation by adding products and other attachments, then click Send recommendation.
   
   

   Tip! Learn more about the Fullscript treatment plan tool here.

A notification will appear letting you know the plan was successfully transmitted to your patient's Fullscript account. The plan will also be available in the Plan Rx/Orders/Vaccines tab.

 

Cerbo's custom workflow experience

To create a new prescription:

1. In a patient's profile, go to the Supplements tab.
2. From the list of supplements in this section, check off products to include in the prescription.
   Note: Products must be added to the patient's chart for them to be available here! Learn how.
3. From the drop-down menu, click Prescribe in Fullscript from the drop-down menu.
   
   
   
   
4. A prescription modal will appear where units, dosage, format, refill reminders, instructions, etc. can be customized for each product.
   
   
   
   
5. When finished, click Route to Fullscript to activate the prescription. 

Tip! When a new recommendation is submitted, patients will receive an email from Fullscript to alert them that a new recommendation has been created. Patients can select View your recommendation from this email to activate their Fullscript account and place orders directly through Fullscript.

 

View prescription history

In Cerbo, you can view a patient's prescription history from patient profiles. To view history, go to the Supplements section and select the Fullscript logo. This will open the prescription manager shown below. 

Viewing patient prescription history in Cerbo.

 

From the prescriptions manager modal, practitioners can quickly add previously prescribed products to a patient's chart so they can be added to future prescriptions. To do so, click + Add to Patient's Chart on the product card.

Viewing a previously prescribed product in a patient's prescription history.

 

Video: Integration setup and sending a recommendation

 

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 will be able to select yourself as the practitioner. All practitioners should be added to Fullscript beforehand.