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  • Cerbo Partner Page
    • Cerbo Official KB FxMedSupport
  • Software
    • What we built and Why
      • How it works
    • Basic Integration
      • Tags Info & Bulk Create
      • Bulk Email System – Send Simple Email
      • Bulk Tag Edit
      • Bulk Patient Status Edit
      • Patient Portal Auto Invite
      • Re-beautify
      • Happy Birthday Notification
      • Google Calendar Bidirectional
      • Auto encounter
      • Portal Auto Reply
      • Portal kanban board
      • After Hours Auto Reply
      • Loyalty program
      • Staff Time Card System
      • Secure Note
      • ERC20 BTC
      • Google Outlook Calendars Bi-Directional Cerbo
    • Pro Integration
      • Patient Tag Transaction Association
      • PDF Annotate System
      • Provider Template Charting
      • Provider Autoblock Scheduling
      • New Portal Scheduler – Example
      • Tags Info & Bulk Create
      • Program Management System
      • Medication Refill Notification
      • Multi-State License
      • Appointment Form Notification System
      • Auto Chart Prep
      • Mobile App Custom Branding
      • Newsletter Application System
      • MessengerPro Admin Login
      • Portal Scheduler (No-Login)
      • Mobile Form Builder
      • Patient Re-Engagement System
      • Intuitive Messaging System
      • Med & Supplement Reconciliation System
      • Open Orders Notification System
    • Elite Integration
      • GoHighLevel Tunnel
      • SpruceHealth
      • Portal Messenger Pro IOS Android Cerbo Application
      • Google Gmail Inbound
      • Cerbo ↔ Heidi
      • GoHighLevel Tunnel
      • SpruceHealth
      • Calendly + Cerbo
      • Portal Messenger Pro IOS Android Cerbo Application
      • FxMedSupport 2 0 Email 2 of 3
      • Membership Practice Patient Growth Simulator
      • QuickBooks Online
      • JotForm
      • TypeForm
      • Gravity Forms
      • PayRoc Payment Gateway
      • GoHighLevel CRM
      • Zoho Books
      • Zoho CRM System
      • Portal Cerbo Visual Reporting System
        • FxMedSupport 2.0 Email 3 of 3
      • Patient Portal Health Insight
        • This isn’t an update It’s a fundamental shift
      • ActiveCampaign Cerbo Bidirectional
      • Quick Books Online
      • Zoho CRM
      • Zoho Billing
      • GoHighLevel Integration
      • Portal Phone System
      • Thinkific Course Platform
      • E-Commerce Add-On
      • Cerbo Robo Caller System
      • Texting SMS-Reply
      • MindBody Cerbo Bidirectional
      • HubSpot Bidirectional
      • Acuity Scheduling
    • Enterprise Integrations
      • Empower Pharmacy
      • NMI Payment Gateway
      • WooCommerce Point of Sale
      • LifeFile Compounding Pharmacy
      • Custom Portal Application Apple Android Portal Application
      • Square Online Payments
      • Fluid (KiboPay) Gateway
      • Clover Payment System
      • SendGrid Email System
      • Twilio External Account
      • Authorize.Net Payment Gateway
      • Clover Payment System
      • BigCommerce Cerbo Pro
      • WooCommerce Cerbo Pro
      • SendGrid Email System
      • Twilio External Account
      • Shopify Cerbo Pro
    • Native IOS & Android Admin & Patient Portal App
      • QR Codes
        • MessengerPro Android QR Code
        • MessengerPro Apple IOS QR Code
      • Web Links
        • IOS Messenger Pro
        • Android Messenger Pro
  • Support
    • Support
    • Community Connection
    • Submit a Ticket
    • Knowledge Base
    • Show Your IP – For Support
  • Resources
    • FxMedSupport 2.0
    • Request for Development Process
    • How it works
    • Cerbo (MDHQ) Virtual Operations Video
    • Professional Connection
      • Meet Kevin
    • Pharmacies
      • LifeFile Pharmacy Login
    • Meet Kevin
    • Mackey Net Solutions
  • Pricing
    • Open Account
    • Welcome back Client Re-Activation
    • Upgrade Path
    • Ongoing Pricing
    • Grandfather Pricing
Demo
MVP  •  Evolving With Practices

Portal Kanban Board. See the work move.

A Trello-style project board built right into FxMedSupport — cards, projects, notes, and user assignments your whole team can see at a glance. Drag a card from idea to done, and watch your practice’s work flow.

Open your account Request a demo View on Cerbo’s Help Center ↗
CERBO · BOARD TO DO DOING DONE

To Do → Doing → Done

—— Why We Built It

Released early — on purpose.

Practices run on projects: onboarding a new patient program, launching a service, chasing down a dozen little to-dos. So we built a Trello-style board right inside FxMedSupport — cards, projects, notes, and user assignments, all in one visual place.

It’s an MVP, and we’re proud of that. We released it early because real practices teach us what features actually matter — far better than guessing in isolation ever could. Every team that uses it shapes where it goes next.

—— What It Does Today

Your practice’s work, on one board.

Cards & columns

Capture each piece of work as a card and move it across columns — the simple, visual way to see what’s in flight and what’s done.

Projects

Group related cards into projects, so a whole initiative lives in one place instead of scattered across notes and chats.

Notes

Attach the context to the card — details, decisions, and reminders stay with the work instead of getting lost.

User assignments

Assign cards to the right team members so everyone knows what’s theirs — no more “I thought you had it.”

Inside FxMedSupport

It lives where your team already works alongside Cerbo — no separate project tool, no extra subscription to manage.

Growing with you

This is an MVP, evolving fast. The features that land next are the ones practices tell us they actually need.

Built In The Open

Real practices teach us
what features matter.

We’d rather get a useful tool into your hands early and shape it around how you actually work, than polish something in isolation for a year. The Portal Kanban Board grows from real use — and your feedback is the roadmap.

—— Questions

Good to know.

What can it do right now?

Today it gives you cards, projects, notes, and user assignments on a visual board — the core of a Trello-style workflow, inside FxMedSupport.

Why release an MVP instead of waiting?

Because real practices teach us what features matter. Shipping early lets us learn from how teams actually use it, so what we build next is genuinely useful rather than a guess.

Will it keep getting better?

Yes — it’s actively evolving. New capabilities are prioritized around the feedback and usage we see from practices.

Can I tell you what I need?

Please do. That’s the whole point of releasing it early — your input directly shapes the roadmap.

Where does it live?

Right inside FxMedSupport, alongside the Cerbo workflow your team already uses — no separate project-management tool to adopt.

Move the work from idea to done.

Cerbo is the best EHR in functional medicine. Always has been. Always will be.

Open your account Request a demo View on Cerbo’s Help Center ↗

FxMedSupport

The official Cerbo integration and development partner.  •  fxmedsupport.com

Fx FxMedSupport

The DreamMakers of Cerbo.

The official integration & development partner for Cerbo. 80+ production applications, 300+ practices, ten years of building exactly this.

Request a demo → Open your account → Practice Patient Growth Simulator →
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