Automated Appointment Scheduling and Confirmation:

When a patient books an appointment via Calendly, Cerbo automatically updates the patient’s profile with the appointment details and sends confirmation notifications to both the practitioner and the patient. This automation reduces manual data entry, minimizes scheduling errors, and enhances the patient experience by providing timely confirmations.

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Patient Intake and Data Sync:

Upon scheduling an appointment through Calendly, Cerbo triggers an automation to send out digital intake forms to the patient. Once completed, the information is automatically synced with the patient’s profile in Cerbo. This streamlines the intake process, ensures accurate data collection, and saves time for both patients and healthcare providers.

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Appointment Reminders and Follow-Up Scheduling:

Cerbo automatically generates reminders for upcoming appointments booked through Calendly, sending them to patients via email or SMS. After the appointment, follow-up scheduling links are sent to ensure continued care. This automation helps reduce no-show rates, maintains consistent patient engagement, and supports ongoing patient management.