Automated Patient Appointment Scheduling and Reminders:

When a patient books or reschedules an appointment in Cerbo, Salesforce automatically updates the patient record and sends out appointment reminders via email or SMS. This automation reduces manual data entry, minimizes scheduling errors, and ensures patients receive timely reminders, improving attendance rates and patient satisfaction.

​

Seamless Patient Data Synchronization:

Whenever a patient's health information is updated in Cerbo, Salesforce automatically synchronizes this data across the system. This ensures that healthcare providers have access to the most current patient information, enhancing care quality and decision-making. It reduces the risk of outdated or incomplete data during patient interactions.

​

Automated Billing and Insurance Verification:

When a new patient encounter is recorded in Cerbo, Salesforce triggers the billing process and verifies insurance eligibility automatically. This integration streamlines the revenue cycle management, reduces manual billing errors, and accelerates the payment process, ensuring a smoother financial workflow for the healthcare practice.