1 - Add Logins for all your Users

Hover over over the Admin menu in the top navigation bar, select "Manage...", then "Users". Select Add New User or Resource. More help with How to Add New Users. You will set their username and password and give them that information, along with your EHR URL. When they first log in, they should change their password by hovering over their initials in the top menu and selecting Change My Password.

2 - Set Up Your Appointment Types

To begin scheduling appointments, you will first need to set up the list of appointment types that you offer via Admin > Manage > Schedule Types.

• How to set up your appointment types: video tutorial and online help.
• Set your preferred overall, and appointment-specific defaults for the Email Notice, Email Reminder, and SMS Reminder. An appointment-specific default message, if set, will appear instead of the background default message when that appointment type is selected.

3 - Set Up Your Charge List/ Fee Schedule

Before you can add charges to patients' accounts, you need to set up your Charge List/ fee schedule. This may include charges for services, as well as products that you sell. You can manage and add to your Charge List under Admin > Manage > Charge List.

• How to set up your Charge List: video tutorial and online help.
• How to set up your inventory for items that you sell out of the office: online help.
• Set up your Discounts that you want to have available to apply to charges as needed.

If you already have a charge list and/or inventory in spreadsheet format, we can import that for you. Your account manager can provide a template spreadsheet for import.

4 - Initiate Lab Integrations & Set Up Specialty Labs in Orderable Labs Database

To initiate electronic integrations with the labs that you work with, send your implementation manager a list of the labs that integrate with Cerbo that you work with, and your account numbers with those labs. Some must be requested directly from your lab reps, others we can request for you, and some require a specific request form. Once we receive your list, we will provide specific guidance on how to initiate each integration.

Adding specialty tests to the orderable labs database can be done manually, or we can import from a spreadsheet "utilization report" provided by your lab rep at a specific lab. That utilization report should list the labs that you have ordered from that laboratory in the past year (or possibly more, depending on the lab), along with the laboratory's codes for those orders. If there are lab panels that you order, which you would like to formally group together in the EHR, you can do that:

• By creating lab panels using Chart Parts.
• Or, for labs that we have a bi-directional electronic integration set up for you with AND panels that do not vary from one patient to another, by creating a single custom orderable item in your Orders/ Labs database to send via that lab's electronic ordering interface within Cerbo.

5 - Set up Specialty Supplements/ Custom Prescribable Items/ Recommendations

*This can be done or completed once you're already using the system, and have a better idea of how you will be using these features.

Do you commonly recommend dietary, lifestyle, movement, or follow up recommendations? Do you use IV therapy, injections, or hormone pellets? You can set up the specific recommendations and custom "prescriptions" that you use as custom prescribable plan items under Admin > Manage > Alternate Plan Options. Once those are added, you can prescribe/ order them just as you would a standard medication, supplement, lab order, etc.

6 - Review Patient Portal and Request Edits

Review the new patient registration form at https://[YOURPORTALURL].md-hq.com/registration. Let us know if you want to remove specific sections, or have additional information that you hope to capture in that form. Detailed intake information would generally be collected via the intake questionnaires that a patient will complete after they have registered.

To review what is inside the Patient Portal itself, you will need to log into the Patient Portal as a patient, either by registering yourself as a test patient, or by going into the EHR and to John Doe's chart, then to the Pt Portal menu, and Log into Portal as Pt.

Review instructions on the Patient Portal pages, and let us know if you want to disable specific Patient Portal pages or functionality and/ or edit the instructions that appear at the top of each page. If you would like, we can have specific instructions/information posted for patients on the Logged In screen that they see when they first log in. So, for example, send to your implementation manager the specific instructions that you want to appear for patients when they first log into the Patient Portal.

Select the forms and questionnaires that you want to have available on the Questionnaires page of the Patient Portal. You can choose from our existing forms and questionnaires library and send any consent forms needed to your implementation manager to convert. Once your requested forms are added, you'll need to use the Questionnaire Manager in Cerbo to manage how the forms appear on your portal.

• *FORMS TIP - Be selective in the forms you request, it can be overwhelming to manage too many forms at once. You can always request more forms if you find you need them!

Configuration/ settings questions. If any of the below apply to you, talk to your account manager and they can help with the corresponding settings.

• All new patient registrations and items edited or submitted via the Patient Portal come into the EHR for your review and acceptance. Let your implementation manager know if you would also like to receive email notifications (not containing PHI) when (1) a new patient registers, (2) a secure message is sent to the practice, and/ or (3) an appointment is requested.
• Do you charge for or limit secure messaging? We can set a required checkbox for patient's to acknowledge that there may be a charge, and limit the number of characters per secure message (500-1000 is typical) and/ or secure messages that the patient can send in a period of time.
• Should valid payment information be required before an appointment may be requested (only applies if you are using integrated payment processing)?

7 - Setup eRx

All prescribing providers will want to set up e-prescribing so that they can send electronic prescriptions (including of controlled substances) to pharmacies. Help with setting up eRx is here. Please review the help closely and refer back to it as you move through the setup process. If everything goes smoothly, the setup process can be completed in 20 minutes. For help, please reach out to your implementation manager or to our main support email at support@cer.bo. If you previously used (or currently use) eRx in another system, you will need to turn off eRx refills in the other system to be able to receive refills electronically in Cerbo.

8 - Providers Add Their Signatures

Providers should add their signatures to Cerbo as an early set up step. Once it is added, a provider's signature can be applied to e-faxable prescription forms, lab or imaging requisitions, invoices, and other forms generated in the EHR. Any user can add a signature by hovering over their initials in the top menu, and clicking on Change My Signature. This brings up a signature pad, where the signature can be drawn with the mouse, touchpad or on a touchscreen. Using a touchscreen for this step, and a stylus if desired, will yield the best results. If the signature is complex or good results cannot be obtained using the signature pad, you can email a scan of the signature to your implementation contact.

Walk Through Videos

The following walk through videos give a good overview of the entire system. The annotated list below indicates which staff members should watch which videos.

• Calendar Basics (11 min) - all staff
• Setting up Appointment Types, Notifications, and Reminders (12 min) - any staff who will be setting/ managing appt types and reminders/ notifications
• Work Schedules (7 min) - any staff who will be setting up or managing provider schedules.
• Patient Portal and Patient Portal Queue (28 min) - front desk/ admin/ supporting clinical staff should ideally watch the whole thing to understand how the patient portal works/ looks. And providers should watch starting at around 16:19 to know how to set their patient portal queue filters and respond to patient portal queue requests.
• Overview Pt Chart, Labs, Billing (53 min) - applicable to all staff to get an overview of large portions of the system, but users may want to skip forward over portions that may not be applicable to their role.
• Charting Patient Visits (51 min) - this is probably the most important video for ALL providers and supporting clinical staff.
• Checking in/ Checking out Patient Visits (19 min) - admin/ front desk staff or anyone who will handle check in/ check out.