Cerbo ↔ Heidi Integration
Your AI scribe just got exponentially smarter.
The new Heidi + Cerbo Bidirectional Integration by FXMedSupport removes the manual work between your EHR and your AI scribe.
Patient demographics, medications, supplements, allergies, vitals, historical labs, care plans, and provider-specific context can flow from Cerbo into Heidi automatically before the appointment begins. After the visit, the completed Heidi encounter note can return back into Cerbo for review, editing, signing, and chart completion.
No copy-paste. No manual uploads. No rebuilding the patient story from scratch before every visit.
Cerbo sends the context. Heidi writes smarter. Your provider stays focused on care.
Why This Matters
AI scribes are only as smart as the context they receive.
Without integration, providers still have to prepare Heidi manually. They may need to copy patient data from Cerbo, upload documents, review medication lists, gather lab history, and then paste the finished note back into the chart.
That means the provider is still doing administrative work around the AI tool.
FXMedSupport changes that.
With the Cerbo ↔ Heidi integration, the right patient information can be gathered, organized, and delivered automatically. Heidi starts with better context, and the provider starts with less administrative friction.
Before & After
Before: Heidi Guessing
Without automation, providers still need to:
- Copy and paste patient information from Cerbo into Heidi
- Manually gather medications, supplements, allergies, vitals, history, and labs
- Upload documents before the appointment
- Recreate patient context for each visit
- Move the finished note back into Cerbo by hand
- Spend extra time on chart prep and post-visit documentation
Now: Heidi Knowing
With FXMedSupport’s integration, your workflow becomes:
- Cerbo data automatically sent to Heidi before the appointment
- Patient demographics, medications, supplements, allergies, vitals, and history included in context
- Historical labs and tracked trends available for smarter documentation
- Provider-specific context attached automatically
- Completed Heidi encounter note returned back into Cerbo
- Provider reviews, edits, signs, and moves on
The provider is no longer the bridge between the EHR and the AI scribe. The integration is.
How the Integration Works
1. Appointment Trigger
Before each appointment, FXMedSupport runs an automation at the timing your practice chooses, commonly five to ten minutes before the visit.
2. Cerbo Patient Data Pull
The integration gathers relevant patient information from Cerbo, including:
- Patient demographics
- Allergies and intolerances
- Current medications
- Active supplements
- Past medical history
- Vitals
- Social and family history
- Historical lab trends
- Relevant chart context
- Designated folder documents
- Provider-specific clinical context
3. Heidi Context Setup
The selected Cerbo data is organized and delivered into Heidi so the AI scribe starts with the right patient picture before the conversation begins.
4. Visit Documentation
The provider conducts the visit while Heidi assists with documentation using the patient-specific context already provided.
5. Encounter Note Returns to Cerbo
After the visit, FXMedSupport retrieves the completed Heidi session and sends the encounter note back into Cerbo, attached to the correct patient.
The provider can then review, edit, save, and sign as usual.
Custom Context System
Two Systems. One Smarter Heidi.
FXMedSupport supports two layers of custom context so Heidi can receive more than just standard patient data.
System 1: Cerbo Context Folder System
Your practice can designate specific Cerbo folders as Heidi context sources.
For example:
- Lab folders
- Imaging folders
- Intake folders
- Protocol folders
- Follow-up documentation folders
- Custom clinical reference folders
When a Heidi session starts, FXMedSupport can match the patient’s Cerbo tags or configured values to the appropriate folders and include the documents that matter for that encounter.
System 2: FXMedSupport Provider Context Library
Your practice can also build a Provider Context Library inside FXMedSupport.
This allows you to create context categories such as:
- Female hormone optimization
- Male hormone optimization
- Thyroid
- Gut protocols
- Adrenal support
- Detox protocols
- New patient onboarding
- Follow-up care
- Practice-specific protocols
You can upload supporting documentation to each category, then tag patients with the relevant categories. When Heidi runs, FXMedSupport can attach the matching context automatically.
Multi-Tag Support
Patients Are Complex. Heidi Can Handle That.
A patient may not fit into one simple category.
A single patient may need hormone optimization context, thyroid context, gut protocol context, and new patient onboarding context all at once.
FXMedSupport supports multi-tag context matching, allowing Heidi to receive multiple layers of supporting information for the same patient encounter.
The result is a more complete patient picture without extra provider prep work.
Bidirectional Workflow
Cerbo to Heidi
Before the appointment, Cerbo sends patient context to Heidi.
This helps Heidi begin the session with the information the provider would otherwise need to gather manually.
Heidi to Cerbo
After the appointment, the completed Heidi encounter note flows back into Cerbo.
This keeps documentation inside the patient chart and reduces the need for manual copy-paste after the visit.
The Result
A closed-loop workflow:
Cerbo → FXMedSupport → Heidi → FXMedSupport → Cerbo
The provider shows up to the visit. The integration handles the handoff.
Key Benefits
Save Time Per Patient
Reduce repetitive chart prep and post-visit documentation transfer.
Improve AI Scribe Output
Give Heidi better patient context before the appointment begins.
Reduce Copy-Paste Errors
Remove unnecessary manual movement of data between systems.
Support Functional and Integrative Medicine Workflows
Include supplements, protocols, lab trends, custom documentation, and provider-specific context.
Keep Cerbo as the Source of Truth
Patient data starts in Cerbo and completed documentation returns to Cerbo.
Help Providers Focus on Care
Less screen work. More patient attention.
Ideal For
This integration is especially useful for practices that:
- Use Cerbo as their EHR
- Use or plan to use Heidi as an AI scribe
- Want to reduce provider charting burden
- Need patient-specific context sent into Heidi automatically
- Use supplements, protocols, lab trends, and custom clinical documentation
- Want completed notes returned to Cerbo after the visit
- Want a more automated patient documentation workflow
Ready to connect Cerbo and Heidi?
Stop manually preparing your AI scribe before every appointment.
Let Cerbo provide the context. Let Heidi assist with the note. Let FXMedSupport handle the integration.