Cerbo EHR · Capacity
Cerbo Appointment Types Guide
Map every Cerbo appointment type to the right AI intake flow, prep instructions, and documentation output.
Section 1
Appointment types are the scheduling backbone in Cerbo
Cerbo's appointment types define duration, provider, location, and documentation expectations. When AI doesn't know the difference between a functional medicine initial consult and an IV maintenance appointment, it routes incorrectly and creates downstream rework.
This guide maps Cerbo's most common appointment type categories to the AI intake flows that produce the right booking outcome.
Section 2
Appointment type categories in Cerbo practices
Functional medicine practices typically run 6–12 appointment types. The categories that require distinct AI flows are: new patient consults (long, complex intake), established follow-ups (brief, reason-specific), procedure appointments (prep-instruction-heavy), and membership or admin appointments (no clinical intake needed).
- New patient functional consult: 60–90 min, full intake history, lab pre-authorization
- Established follow-up: 20–30 min, focused reason, current medication review
- IV infusion session: procedure-specific prep, contraindication screen, supply check
- BHRT follow-up: lab result context required, protocol review, refill authorization
- Aesthetics consultation: photos requested, budget conversation, provider match
- Membership enrollment: no clinical intake, financial and benefit discussion
- Lab review appointment: specific results flagged, patient-facing interpretation prep
Section 3
Prep instructions at the phone edge
For procedure-heavy appointment types — IV, BHRT, aesthetics — the booking call is also the prep-instruction delivery moment. AI reads the relevant prep instructions and confirms patient understanding before ending the call.
Confirmation SMS reinforces the prep details immediately after the call, reducing no-shows caused by patients forgetting instructions.
Ready to implement this for your Cerbo practice?
Book a demo and we'll walk through your specific Cerbo workflow — scheduling rules, Chart Parts templates, and after-hours coverage — and show you exactly how MedReception AI handles it.