Patient Portal Auto Invite. Create the patient. We’ll do the rest.
Create a patient in Cerbo and the portal invite sends itself — no extra clicks. From there it tracks activation and follows up automatically if the patient hasn’t logged in yet. Three clicks per patient, gone.
Patient created → invite auto-sends → activation tracked
—— Why We Built It
Three clicks, every single patient. We thought: why?
Creating a new patient required three extra mouse clicks just to send the portal invite. On its own, no big deal — but multiplied across every new patient, every day, it’s a small tax that never stops. We looked at it and asked the obvious question: why is anyone clicking through this by hand?
So we made it automatic. Now when a patient is created, the invite sends itself — and the system tracks activation, sending follow-up reminders if needed, so no one slips through uninvited. Three clicks per patient, eliminated.
—— What It Does
From created to activated, on its own.
Invite on patient creation
The moment a patient record is created in Cerbo, the portal invite goes out automatically — no buttons to remember, nothing to forget.
Tracks activation
It watches whether the patient actually logged in and activated — so you always know who’s onboarded and who isn’t.
Sends follow-up reminders
If a patient hasn’t activated, the system gently nudges them — so onboarding finishes itself instead of stalling.
Three clicks eliminated
Every new patient used to cost three manual clicks. Now it costs zero — multiplied across your whole intake, that’s real time back.
No one slips through
Because the invite is automatic and tracked, patients don’t get accidentally missed — everyone gets the door to the portal opened for them.
Lives inside Cerbo
It works within Cerbo’s patient creation and portal — nothing new for your team to open, just a step that quietly handles itself.
The Small Tax That Adds Up
Three clicks, times every patient.
A few clicks per patient feels like nothing — until you count every intake, every week, across the whole front desk. Auto Invite takes that number to zero and quietly makes sure every patient gets through the door.
3 → 0
clicks per new patient
Create the patient. The invite’s already sent.
Cerbo is the best EHR in functional medicine. Always has been. Always will be.