Jotform to Cerbo Patient Encounters
When a patient submits a Jotform, this workflow searches for their record in Cerbo and automatically creates a new encounter - streamlining documentation from the start.
What this workflow does
This workflow begins when a patient submits a form via Jotform. It then searches for the corresponding patient in Cerbo’s EHR system. Once the correct patient is identified, a new encounter is created automatically in Cerbo using the submitted data - saving providers time and ensuring that clinical notes or visit details are captured promptly and linked to the right patient.
Why it matters
Creating encounters manually after intake submissions is time-consuming and prone to delays, especially in high-volume or fast-paced practices. This automation ensures patient-submitted information flows directly into Cerbo’s clinical workflow, reducing data entry errors and keeping charts up to date without staff intervention.
Who this is for
This template is built for functional and integrative medicine clinics, small practices, or solo providers using Jotform to collect intake or pre-visit data and Cerbo as their EHR. It’s ideal for teams who want to reduce charting lag and streamline the start of the clinical documentation process.
Key benefits
• Automatically create Cerbo encounters from Jotform submissions
• Eliminate repetitive administrative tasks
• Ensure timely and accurate clinical documentation
• Reduce staff workload and speed up visit prep
• Fully HIPAA-compliant with no coding required
