Cerbo EHR · Growth
Specialist Consult Handling in Cerbo
Functional medicine and integrative consult intake with escalation rules for complex cases.
Section 1
Specialist consults in functional medicine are uniquely complex
Functional medicine specialists — hormone specialists, gut health practitioners, metabolic medicine physicians — receive consults that require clinical pre-screening before scheduling. A mismatch between patient condition and specialist scope wastes everyone's time.
AI handles the pre-screening intake: capturing the primary complaint, relevant history, and any labs, then routing to the appropriate specialist or flagging for clinical coordinator review.
Section 2
Pre-screening intake for consult calls
The consult intake script is built around your practice's specific scope — conditions you see, conditions you refer out, and conditions that require clinical review before scheduling.
AI captures enough clinical context to make the routing decision, then stops — it doesn't provide clinical advice or protocol guidance. Everything is packaged for Cerbo and flagged for coordinator review.
- Primary complaint and duration captured in the patient's own words
- Relevant history: prior diagnoses, current medications, recent labs
- Urgency indicators: red-flag symptoms trigger immediate escalation
- Scope check: AI flags calls outside your documented scope for coordinator review
- Cerbo task created with full intake packet before any staff interaction
Section 3
Escalation rules for urgent consults
Configure urgency thresholds specific to your specialty. For a hormone optimization practice, a patient describing cardiac arrhythmia symptoms during a BHRT consult call should escalate immediately — not land in a scheduling queue.
AI escalation rules are reviewed with your clinical team during onboarding and updated quarterly as your scope or patient population evolves.
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.