Cerbo integration for the A.I. front desk
Cerbo has a REST API that covers the whole booking loop: availability from provider work schedules, booking, cancelling and rescheduling, plus patient records and webhooks for changes.
Built for: Functional, integrative and direct primary care practices
What the connection does
What the front desk can do in Cerbo.
Look up existing patients
YesSearch by name, email or date of birth; phone matching uses a synced copy of your patient list.
Create new patients
YesUpdate patient details
YesRead providers and locations
YesSee open appointment times
YesBook appointments
YesCancel appointments
YesReschedule appointments
Yes
How booking works
From the call to Cerbo.
The front desk reads availability from your providers' work schedules in Cerbo, books the chosen time, and changes or cancels that appointment in Cerbo when a patient calls back.
What you will need
- A Cerbo Superadmin to enable the API and create an API user
Setup
How we connect Cerbo.
- 01
Turn on API access
A Cerbo Superadmin asks Cerbo support to enable the API, then creates an API user with a limited permission profile.
- 02
Map providers and appointment types
We set which providers and appointment types the front desk may book.
- 03
Test, then go live
Test patients and appointments are created and removed before live calls start.
Cerbo integration questions, answered.
Do we have to change anything about how we use Cerbo?
No. Cerbo stays your system of record. The front desk works inside the schedule, appointment types and providers you already have, and your team keeps working in Cerbo as they do today.
Does the front desk see real availability?
Yes. Cerbo's API returns availability built from your providers' work schedules and existing appointments.
Other integrations.
- ClinikoDirect APICliniko's public API lets the A.I. front desk check available times, book, cancel and reschedule, and find or create patients, directly in Cliniko.
- DrChronoDirect APIDrChrono's public API lets the A.I. front desk find and create patients and book, cancel and reschedule; open times come from your appointment templates.
- IntakeQ / PracticeQDirect APIIntakeQ's public API lets the A.I. front desk find and create clients and book, cancel and reschedule; open times are set from practitioner hours.