Cerbo EHR · Governance
Rollout & Training for Cerbo AI Receptionist
Change management plan for front desk, care coordinators, and clinical teams implementing AI on Cerbo.
Section 1
Rollout success is 80% change management
The technical integration between MedReception AI and Cerbo takes 2–4 weeks. The organizational change — getting staff to trust the AI, update their workflows, and use AI-generated Cerbo data effectively — takes 4–8 weeks.
The rollout plan addresses both: a technical go-live checklist and a staff adoption program that runs concurrently.
Section 2
The four-phase rollout for Cerbo practices
Phase 1 (Week 1–2): Workflow mapping. Document every call type, routing rule, and Cerbo destination. Build the routing map and script deck with input from front desk, coordinators, and clinical staff.
Phase 2 (Week 2–4): Configuration and testing. Build AI scripts, configure Cerbo logging destinations, and run test calls with staff playing caller roles. Identify and fix gaps before go-live.
Phase 3 (Week 4–6): Parallel run. AI runs alongside existing phone process. Staff review AI-generated Cerbo entries and flag any issues. Iterate on scripts daily.
Phase 4 (Week 6+): Full deployment. AI handles all inbound calls. Staff monitor AI queue instead of answering phones directly. Weekly QA reviews continue.
- Front desk training: how to review AI call queues, when to escalate, how to provide feedback
- Coordinator training: how to use AI referral packets and pre-screened scheduling requests
- Clinical training: what AI-generated Cerbo entries look like and how to complete them
- Manager training: dashboard review, QA process, and script update workflow
Section 3
Measuring rollout success
Set three success metrics at the start of rollout: answer rate (target 95%+), AI resolution rate (target 60%+ within 90 days), and staff time saved per week (typically 8–15 hours for a practice of 3–5 front desk staff).
Review metrics at Day 30, Day 60, and Day 90. Adjust scripts and routing rules based on what the data shows — not anecdote.
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.