Cerbo EHR

Connect your Cerbo EHR account to sync patient demographics, appointment schedules, and clinical documentation with Meelio.

Admin only: EHR integration setup requires admin permissions.

Connecting

1. Go to Settings → Integrations
2. In the EHR Integration section, click Connect next to Cerbo
3. An authentication dialog will appear
4. Enter your Cerbo API credentials
5. Follow the authorization steps
6. Once connected, you'll see a green "Connected" status

What Gets Synced

• Patient demographics — Names, contact info, medical history
• Appointments — Scheduled visits and appointment details
• Clinical notes — Notes can be exported back to Cerbo
• Documents — Health records and clinical documents

Practitioner Mapping

After connecting, you'll need to map your Meelio practitioners to their Cerbo counterparts:

1. Click Configure Mapping next to the Cerbo connection
2. For each Meelio practitioner, select the matching Cerbo practitioner
3. Save the mapping

This ensures that patient data and notes are routed to the correct practitioner.

Syncing

Data syncs automatically on a schedule. To trigger a manual sync:

1. Go to Settings → Integrations
2. Click Sync Now next to Cerbo
3. The sync status shows the number of patients and syncs completed

Disconnecting

1. Go to Settings → Integrations
2. Click Disconnect next to Cerbo
3. Confirm the disconnection

Disconnecting stops the sync. Patient data already in Meelio is retained.