Cerbo EHR Phone Automation Silo
Blueprint hub for Cerbo EHR practices — functional medicine, DPC, IV therapy, and cash-based clinics — replacing phone trees, voicemail piles, and manual callbacks with MedReception AI. Covers intake, scheduling, referrals, membership workflows, and compliance.
Answer coverage
24/7
Always-on coverage for every Cerbo-linked phone line.
Integration time
2–4 wks
Typical Cerbo rollout from workflow mapping to production.
Practice types
5+
Functional med, DPC, IV/BHRT, med spa, and cash-based.
Why this hub exists
Cerbo practices need one place for phone-first fixes
This hub consolidates every Cerbo-specific workflow we've validated in production — intake, routing, referrals, membership, analytics, and governance. Instead of chasing scattered notes or generic AI claims, leaders can walk physicians and admins through a single source that mirrors how MedReception AI behaves inside Cerbo today.
Categories
Explore Cerbo playbooks by theme
Each card links to a detailed guide. Status badges confirm what's ready for go-live.
Foundational
Phone Infrastructure & Logging
6 guidesStabilize intake, routing, voicemail, overflow, and after-hours flows before layering scheduling or membership automation.
Phone Integration Overview
How Cerbo practices connect to MedReception AI and where call data lands.
Read guide →Call Routing Blueprint
Provider, practice type, and membership-tier routing rules for Cerbo deployments.
Read guide →After-Hours Triage
AI escalation logic for functional medicine and DPC after-hours calls.
Read guide →Voicemail Automation
Structured summaries that post into Cerbo tasks within minutes of a missed call.
Read guide →Phone-to-EMR Logging
Structured call notes aligned to Cerbo Chart Parts and telephone encounters.
Read guide →Overflow & Hold-Time Reduction
Playbook for eliminating peak-hour queues without adding headcount.
Read guide →Capacity
Scheduling & Appointment Types
6 guidesMirror Cerbo appointment types so AI can prep, book, or queue visits — from functional medicine consults to IV drip sessions — without breaking provider templates.
Scheduling Rules
Translate Cerbo visit types and provider preferences into AI booking scripts.
Read guide →Appointment Types Guide
Map every Cerbo appointment type to the right AI intake flow and prep instructions.
Read guide →New vs Established Patients
Keep new-patient intake and established-patient scheduling logic cleanly separated.
Read guide →Membership Patient Onboarding
DPC and cash-pay onboarding — capture membership interest and trigger portal enrollment.
Read guide →IV & BHRT Procedure Booking
Procedure scheduling with prep read-backs, contraindication capture, and supply hand-offs.
Read guide →No-Show Reduction
Voice + SMS confirmation cadence that locks in attendance for high-value appointments.
Read guide →Growth
Referral & Lab Follow-Up
5 guidesCapture referring provider intent, imaging, and lab status inside the call, then push a complete packet into Cerbo tasks.
Referral Intake
Capture referral details and missing items in one call before they hit the fax queue.
Read guide →Specialist Consults
Functional medicine and integrative consult handling with escalation rules.
Read guide →Lab Result Follow-Up Calls
Automate the first-touch for 40+ Cerbo-integrated lab partners — triage and route.
Read guide →Referring Provider Experience
Scripts that keep referring offices informed and loyal to your practice.
Read guide →Urgent Consult Escalations
Route red-flag referrals to the right on-call provider immediately.
Read guide →Experience
Patient Communication Layer
5 guidesBlend voice, SMS, language access, and consent workflows so Cerbo practices stay compliant and responsive to their high-touch patient panels.
Post-Call Confirmations
SMS confirmations tied to completed Cerbo scheduling events — no PHI.
Read guide →After-Hours SMS
Safe overnight messaging that sets expectations without exposing PHI.
Read guide →Language & Accessibility
37+ languages with documented consent notes for functional medicine's diverse panels.
Read guide →Patient ID & Consent
Identity verification scripts aligned with HIPAA for cash-pay and DPC practices.
Read guide →Voice + SMS Governance
Policies ensuring phone and text stay in sync across Cerbo clinic locations.
Read guide →Clinical
Specialty & Practice-Type Playbooks
8 guidesPhone scripts tuned for Cerbo's core practice types — each covers intake prompts, prep instructions, and escalation triggers specific to that model.
Functional Medicine
Complex intake, root-cause history, supplement protocols, and lab follow-up flows.
Read guide →Direct Primary Care (DPC)
Membership inquiries, same-day access, and after-hours care without extra headcount.
Read guide →IV Therapy & BHRT
Procedure booking, prep instructions, contraindication capture, and coordinator hand-offs.
Read guide →Medical Spa & Aesthetics
Treatment booking, consultation intake, and post-procedure follow-up scheduling.
Read guide →Cash-Based Practices
Self-pay intake, transparent pricing read-backs, and membership conversion capture.
Read guide →Integrative Medicine
Blend of conventional and alternative therapy intake — acupuncture, chiropractic, and more.
Read guide →Men's Health & Optimization
Hormone optimization, performance medicine, and concierge men's health intake flows.
Read guide →Weight Management & Metabolic Health
GLP-1 program inquiries, metabolic panel follow-ups, and coaching call routing.
Read guide →Governance
Operations, Analytics & Compliance
5 guidesDashboards, QA checklists, and rollout guidance so Cerbo stakeholders see ROI fast and stay HIPAA-compliant.
Analytics Dashboard
Track abandonment, handle time, and membership conversion per provider.
Read guide →Call Quality & QA
Review process using AI transcripts plus Cerbo Chart Parts notes.
Read guide →HIPAA Controls
Privacy posture for Cerbo practices — cash-pay, DPC, and functional medicine.
Read guide →Security & Access
Role-based access, logging, and retention aligned with Cerbo's architecture.
Read guide →Rollout & Training
Change management plan for front desk, care coordinators, and billing teams.
Read guide →Next step
Show stakeholders the live Cerbo workflow
Bring your Cerbo admin, practice manager, and billing lead. We will run your scripts through MedReception AI, demonstrate Chart Part writebacks, and deliver a rollout checklist covering security, QA, and governance.