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  • Press Release 2.0
    • Patient Portal Health Insight
    • Cerbo ↔ Heidi
    • Portal Cerbo Visual Reporting System
  • Cerbo Partner Page
  • Software
    • Cerbo Integrations
      • **New Portal Scheduler**
      • FxMedSupport App URL Login
      • Quick Books Online
      • Zoho CRM
      • Zoho Billing
      • GoHighLevel Integration
    • Patient Portal Mobile Application
      • QR Codes
        • MessengerPro Android QR Code
        • MessengerPro Apple IOS QR Code
      • Web Links
        • IOS Messenger Pro
        • Android Messenger Pro
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    • Live Chat
    • Support
    • Submit a Ticket
    • Knowledge Base
    • Show Your IP – For Support
  • Resources
    • Request for Development Process
    • Ongoing Pricing
    • Cerbo (MDHQ) Virtual Operations Video
    • Professional Connection
      • Meet Kevin
    • Pharmacies
      • LifeFile Pharmacy Login
  • Pricing
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Demo
May 2026 · Now Live
Cerbo ↔ Heidi

Your AI scribe just
got exponentially smarter.

The new Heidi + Cerbo Bidirectional Integration eliminates every manual step between your EHR and your AI scribe — automatically. Demographics, medications, supplements, plans, lab history, and provider context flow into Heidi before every appointment. The completed encounter flows back into Cerbo. Zero copy-paste. Exponentially smarter care.

10+ min
Saved per patient
0
Manual uploads
100%
Auto-populated context
2-way
Sync, automatic
Activate the integration → Request a demo
Before & After

Your provider stopped being a data entry assistant.

Until now, getting Heidi to produce a great encounter required real work — manual uploads, copy-paste from Cerbo, context-gathering before every appointment. The provider became a data entry assistant for their own AI. We’re done with that.

Before

Heidi guessing.

  • Manual copy-paste from Cerbo into Heidi for every appointment
  • Provider gathers patient context by hand — meds, supplements, allergies, history
  • Heidi runs without knowing the patient’s longitudinal data or current protocols
  • Encounter notes missing context the provider has, but the AI doesn’t
  • Manual upload of the finished note back into Cerbo
  • 10+ minutes of admin work per visit, every visit
→
★ Now

Heidi knowing.

  • Zero manual uploads. FxMedSupport sends every relevant data point to Heidi automatically
  • Patient demographics, medications, supplements, plans flow in by themselves
  • Historical labs, vitals, and tracked trends pre-loaded into context
  • Custom Provider Context Library (Thyroid, Hormones, Gut, etc.) attaches automatically
  • Finished Heidi note flows back into Cerbo — review, edit, sign
  • Provider focuses on the patient, not the keyboard
The Magic, Visualized

Cerbo data flows into Heidi automatically.

Set a trigger time — five minutes, ten minutes, whatever you choose — before each appointment. FxMedSupport pulls the right data from Cerbo and pushes it directly into Heidi’s patient profile. No buttons. No copy-paste. No prep work.

Triggered automatically before each appointment
C
Cerbo
Source of Truth
Allergy / Intolerance / Discont.
Patient’s allergy list, intolerances, discontinued meds
Past Med Hx
Diagnostic history, scans, PMH note
Patient Vitals
BP, weight, height, BMI, HR, O2, pain, body composition
Medications & Supplements
Current rx list and active supplement protocols
Historical Labs (trends over time)
Tracked lab markers and longitudinal trends
Social & Family History
Background context informing the encounter
FxMedSupport
→
Auto-Sync
H
Heidi
Patient Profile · Auto-Filled
Patient Identifier
First Last | Sex | Age | PT ID: ###
Allergies
Auto-populated from Cerbo
Past Medical History
Auto-populated from Cerbo
Current Medications
Auto-populated from Cerbo
Vitals Snapshot
Auto-populated from Cerbo
Additional Patient Context
Provider Context Library + folder docs
Every field above flows automatically · Provider just shows up to the visit
Custom Context System

Two systems. One smarter Heidi.

Beyond the auto-population of standard fields, FxMedSupport gives you two layers of custom context control so Heidi gets the exact clinical depth your practice provides — automatically, every time, per patient.

System 01 · Inside Cerbo

Context Folder System

Designate any folder in Cerbo as a contextual data source for Heidi. Lab folders. Imaging folders. Custom intake folders. The documents inside become part of the contextual data Heidi receives — leveraging the structure Cerbo already gives you.

When a Heidi session starts, FxMedSupport matches the patient’s Cerbo tags to your designated subfolders. Documents whose folder name matches your value get pulled into Heidi context automatically.

Labs  →  tag: NEW PATIENT
Imaging  →  tag: FOLLOW-UP
Intake Forms  →  tag: NEW PATIENT
System 02 · In FxMedSupport

Provider Context Library

Build custom context categories for the conditions your practice cares about most. Female Hormone Optimization. Male Hormone Optimization. Thyroid. Gut Protocols. Whatever drives your clinical work.

Upload your supporting clinical documentation — text, HTML, PDF, or Word files — to each category. Tag your patients with the relevant categories, and when Heidi runs, it automatically pulls in every piece of supporting context that matches.

Tag a patient. Heidi picks up everything that matches.
Female Hormone Thyroid Gut Protocol Male Hormone Adrenal Detox
Multi-Tag Support

Patients are complex. Care is complex. Heidi handles both.

Patients don’t fit neatly into single categories. A patient may need Female Hormone Optimization, Thyroid, AND Gut Protocol context all at once — because their care is layered, not linear.

FxMedSupport handles this natively. Multi-tag a patient with as many categories as apply, and Heidi will receive every relevant piece of supporting context automatically. The full picture. Every appointment. Every patient.

Bidirectional · Both Ways · Always

Data flows out. Notes flow back in.

The integration runs as a complete automation loop. Cerbo data goes to Heidi before the visit. Heidi’s finished encounter comes back to Cerbo after. No human in the middle copying anything. Just a closed system that keeps both platforms in perfect sync.

→
Path 01

Send Data To Heidi

On a schedule you control — typically 5 to 10 minutes before each appointment — FxMedSupport runs an automation that pulls every relevant patient data point from Cerbo and pushes it to Heidi.

  1. Schedule trigger fires before the appointment
  2. Filter checks the patient’s Cerbo tags
  3. Heidi Session Setup bundles the right data
  4. Demographics, vitals, meds, supplements, allergies, history, lab trends, family/social history all sent
  5. Custom Provider Context Library + folder docs attached automatically
←
Path 02

Get Info From Heidi

After the appointment, Heidi creates the encounter note from the conversation. FxMedSupport runs the second half of the loop — fetching the finished session and delivering it back to Cerbo.

  1. Schedule trigger fires after the appointment
  2. Filter checks for completed Heidi sessions
  3. Heidi Fetch Latest Session retrieves the encounter
  4. The note gets delivered into Cerbo, attached to the right patient
  5. Provider reviews, edits, saves, and signs — exactly as they always have
↔

That’s the whole system. Cerbo to Heidi, automatically. Heidi to Cerbo, automatically. The provider just shows up to the visit and provides care.

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 →
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