Patient Transaction Association + Tag Mapping

Automate your patient tagging and workflows based on what they purchase — in real time. Introducing the Patient Transaction Association application — a powerful new tool in the FxMedSupport suite that connects Cerbo transactions to patient automation through smart tagging.

🧠 What It Does

Upon a successful Cerbo transaction, this tool:

1. Identifies the patient linked to the transaction

2. Pulls all products/line items using the transaction_id via the Cerbo API

3. Cross-checks each product against a pre-configured association list

4. Automatically applies tags to the patient record if a match is found

5. Triggers workflows based on the assigned tags (e.g., Go High Level automations, Cerbo workflows, FxMedSupport alerts)

⚙️ Application Settings & Admin Features

• 🔍 View Full Cerbo Charge List – Auto-pulled from Cerbo API or manually imported as a fallback

• 🧩 Create & Manage Product-to-Tag Associations – Map charge items to specific patient tags with ease

• 🔎 Search & Filter Charges – Find and map the right charges fast with built-in filters

• ✏️ Edit or Delete Associations – Keep your mappings clean and up to date

• 🔘 Enable/Disable Tag Automation – Control tagging globally or per individual product

• 📜 Logging System – Transparent history of applied tags per transaction for auditing and debugging

🚀 Use Cases

Automatically tag patients who purchase supplement protocols or membership plans. Trigger onboarding sequences in Go High Level or other connected platforms. Track purchases of high-value services or labs for targeted follow-up. Segment patients by product engagement without any manual admin work.

🔐 Secure. Scalable. Integrated.

This application is built fully within FxMedSupport and leverages the Cerbo API for seamless performance. Every tag applied is audit-logged for compliance and review.

💬 Ready to activate Patient Transaction Association? Contact FxMedSupport to enable it for your account or request a demo walkthrough.