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 pushed back to Cerbo as encounters
• 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 Artifacts to Cerbo

Meelio allows you to push AI-generated artifacts (clinical notes, care plans, etc.) directly into Cerbo as new or existing encounters.

How to Sync

1. In the Processing view or from a Consultation Card, click the Sync to Cerbo button (up-right arrow icon)
2. The Sync to EHR dialog will appear
3. Select Artifacts — Choose which generated documents you want to sync
4. Choose Destination:
   • Create New Encounter — Enter a title, date, and select an encounter type (e.g., Lead Qualifier, Office Visit)
   • Update Existing Encounter — Select an existing Cerbo encounter for this patient from the list
5. Click Sync Now

Once successful, a confirmation toast will appear, and the artifacts will be available within the patient's record in Cerbo.

Automatic Data Sync

In addition to manual artifact pushing, Meelio automatically syncs patient demographics and clinical history on a schedule. To trigger a manual sync of this background data:

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

Disconnecting

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

Disconnecting stops all sync operations. Patient data already in Meelio is retained.