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  • Cerbo Software
    • Cerbo Integrations
    • Patient Portal Mobile Application
      • QR Codes
        • MessengerPro Android QR Code
        • MessengerPro Apple IOS QR Code
      • Web Links
        • IOS Messenger Pro
        • Android Messenger Pro
    • Ecommerce Software
      • Supplement Store
    • **New Portal Scheduler**
    • FxMedSupport App URL Login
    • Quick Books Online
    • Zoho CRM
    • Zoho Billing
    • GoHighLevel Integration
  • Pricing
  • Support
    • Support
    • Submit a Ticket
    • Support Videos
    • Show Your IP – For Support
    • Community Connection
  • Resources
    • Cerbo Partner Page
    • Update Log
    • Meet Kevin
    • Services
      • Supplement Store
    • Cerbo (MDHQ) Virtual Operations Video
    • Professional Connection
    • Pharmacies
      • LifeFile Pharmacy Login
Demo
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  • ๐Ÿท๏ธ Patient Charge Tag Association

    Smarter Automations. Less Manual Work. More Efficiency.


    ๐Ÿ” What Is It?

    The Patient Charge Tag Association app connects specific charges in CERBO with tagsโ€”so you can finally trigger automations directly from what a patient buys.

    Instead of only working with transaction IDs, you can now act on individual line items like labs, supplements, or services.


    โšก Key Features

    โœ” Map charges to tags โ€“ assign unique tags when specific items are purchased.
    โœ” Trigger automations instantly โ€“ workflows fire when the patient buys that item.
    โœ” Personalized workflows โ€“ segment patients automatically based on purchase behavior.
    โœ” Full flexibility โ€“ apply to labs, services, or retail charges.


    ๐Ÿ’ก Example Use Cases

    • A patient purchases Borrelia Lab Test โ†’ Automatically add TAG6.

    • Buying a supplement โ†’ Auto-enroll in refill reminders.

    • Purchasing a service package โ†’ Add to loyalty or points system.


    ๐Ÿฉบ Why It Matters

    • Save time: Eliminate manual tagging.

    • Stay accurate: Reduce human error in workflows.

    • Be responsive: Deliver personalized care and communication.

    • Automate smarter: Build powerful, item-specific automations in CERBO.


    ๐Ÿš€ Get Started Today
    Enable Patient Charge Tag Association in your FX MedSupport apps and transform how your practice handles automations.

Sign-up Now
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