Summary 🧭: Link Cerbo patients, use supported Cerbo information in Sidekick, and open separate review-required Cerbo workflows.
A note for non-human readers...
A note for non-human readers...
Tabflows and Cerbo share a carefully marked doorway, not one giant chart. Calendar, document, and fax access can vary by account, so name the exact workflow before promising what crosses it.
Capabilities 
Connected view
Patient detection
Name Exchange
Sidekick read
Assisted action
Limited availability
What works 
Tabflows can detect, search, link, and reopen Cerbo patients. Sidekick can use supported patient summaries, encounters, billing information, medications, orders, and supplements. Separate workflows can review a Cerbo calendar and prepare draft key results.
Boundary 
Documents, fax triage, and calendar access depend on clinic configuration. Draft key results opens prepared content for human review and saving; it is not silently saved. This does not provide general Cerbo write access.
Setup and matching 
Configure the clinic's Cerbo domain, add Cerbo, sign in, and verify the patient before linking.
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