Cerbo EHR · Clinical
Functional Medicine AI Receptionist for Cerbo
Complex intake, root-cause history, supplement protocols, and lab follow-up flows for Cerbo functional medicine practices.
Section 1
Functional medicine intake is the most complex phone challenge
Functional medicine patients come with long histories, multiple conditions, complex supplement protocols, and high expectations for personalized care. The intake call needs to capture enough context to route correctly and prep the provider — without turning into a 20-minute clinical interview.
MedReception AI is configured with functional medicine–specific intake scripts: structured but conversational, capturing chief complaint, condition history, current supplements, and visit intent without overreaching into clinical advice.
Section 2
Key intake categories for functional medicine
Functional medicine calls break into predictable categories: new patient consult inquiry, established follow-up, lab result question, supplement or protocol question, referral from a conventional provider, and urgent symptom call.
Each category has a distinct AI flow — same greeting, but different depth of intake and different Cerbo destination.
- New patient: full history intake, primary complaint, prior diagnoses, current supplements, lab history, portal enrollment trigger
- Established follow-up: reason for visit, current protocol status, any new symptoms since last visit
- Lab question: result availability check, holding response, escalation if abnormal
- Supplement question: approved FAQ responses, escalate to coordinator for protocol changes
- Referral intake: referring provider details, patient demographics, urgency classification
- Urgent symptom: escalation triggers for supplement reactions, detox symptoms, cardiac or neurological flags
Section 3
Chart Parts integration for functional medicine
Cerbo's Chart Parts templates are the documentation backbone for functional medicine practices. AI summaries are structured to align with your most common Chart Parts — so a new patient call produces a summary that maps to your new-patient Chart Part, and a follow-up call maps to your follow-up template.
This alignment eliminates the gap between what the AI captured and what the provider needs to see before the appointment.
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.