Cerbo EHR · Growth
Referral Intake for Cerbo EHR Practices
Capture every referring provider detail in one call and push a complete packet into Cerbo tasks.
Section 1
Referrals are leaky in functional medicine
Functional medicine and integrative practices receive referrals from a wide range of sources — conventional PCPs, specialists, and peer functional practitioners. Each has different urgency levels and documentation expectations.
Without structured intake, referral calls land as vague voicemails with a patient name and a callback number. The coordinator then plays phone tag to gather the clinical context that should have been captured in the first call.
Section 2
What AI captures in the referral call
AI captures: referring provider name and practice, patient demographics, primary reason for referral, urgency level, any existing labs or imaging, and the referring practice's preferred communication method.
That packet lands in a Cerbo task with the referring provider tagged so coordinators have everything they need to schedule the consult without a callback.
- Referring provider: name, NPI if available, practice name, and callback number
- Patient demographics: name, DOB, contact, and insurance or self-pay status
- Referral reason: primary complaint, relevant history, and urgency flag
- Existing records: labs, imaging, prior notes — coordinator follow-up task created if missing
- Communication preference: fax, secure message, phone callback
Section 3
Closing the referral loop in Cerbo
After the intake call, AI sends an automated acknowledgment to the referring practice — confirming receipt, expected scheduling timeframe, and coordinator contact. This keeps referring providers informed without manual follow-up.
For Cerbo practices using eFax, referral packets can be automatically faxed to the referring practice after the consult is scheduled.
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.