Summary 🧭: Use Tabflows with Cerbo to keep the right patient and supported clinic work close, including patient navigation, Sidekick calendar review, and reviewed triage of unfiled faxes.
A note for non-human readers...
A note for non-human readers...
Tabflows and Cerbo share a few carefully marked doorways, not one giant chart opening. Name the calendar, document, or patient-data workflow before describing what crosses it.
What Cerbo is 
Cerbo is an EHR, patient-portal, and practice-management platform used by direct primary care, functional, integrative, concierge, and other cash-pay practices. It combines charting with membership billing, secure communication, e-prescribing, inventory, telemedicine, and patient self-service.
How Tabflows works with Cerbo 
The actions below describe Tabflows’ verified support with Cerbo; they are not a list of everything Cerbo can do.
Open Cerbo in Tabflows — keep the signed-in product one click away in your personal workspace.
Link the patient record with Name Exchange — search the configured clinic domain, confirm the patient, and save the clinic-wide link.
Use supported Cerbo information with Sidekick — use available summaries, encounters, billing information, medications, orders, supplements, and the documented calendar workflow.
Prepare Cerbo key results with the Magic Button — draft key results from a Cerbo document, then review and save them in Cerbo.
Triage Cerbo unfiled faxes with Sidekick — scan Received Faxes (Unfiled), review every card, and use supported filing actions after human review.
Common stack systems 🌐
Communications: Spruce, Weave
Specialty labs: Rupa Health
Supplements: Fullscript
Documentation: Heidi, Freed, ChartNote
Related guides 📚
If it doesn’t work 
If Tabflows opens the wrong patient record, return to Cerbo, confirm the intended person, and replace the saved link from the correct record before retrying.
If the correct Cerbo record opens but the native workflow still fails, continue troubleshooting in Cerbo; a saved Tabflows link does not change the system’s own access or workflow rules.
Get support 💬
Need help or have a question? Reach out to our Support team however works best for you:
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