Patient Transaction Association. Automate on what they actually do.
A recommendation is an intention. A purchase is a fact. Patient Transaction Association lets your automations trigger on what a patient actually bought — not just what was suggested — so the right follow-up fires on real behavior.
Recommended → no trigger • Purchased → automation fires
—— Why We Built It
A recommendation isn’t a purchase.
We built this so it could live inside the Automation System. The insight: there’s a world of difference between a patient being recommended something and a patient actually buying it. Automating off a recommendation guesses at intent. Automating off a real transaction responds to what genuinely happened.
So Patient Transaction Association does exactly that: when a patient actually purchases something, we can trigger an automation based on that real purchase. Behavior-based automation, not recommendation-based — the difference between hoping and knowing.
—— What It Does
Real purchases, real triggers.
Triggers on actual purchase
The automation fires when a real transaction happens — money paid, item bought — not when something was merely suggested.
Behavior-based, not guesswork
Respond to what a patient actually did. That precision means the right message reaches the right person at exactly the right moment.
Lives in the Automation System
It was built to plug straight into your automations — a new, reliable trigger source rooted in real transactions.
No more false starts
Follow-ups built on recommendations can fire for people who never bought. Tie them to the purchase instead, and they only run when they should.
Better, smarter sequences
Reorder refill reminders, education, and check-ins around genuine buying behavior — sequences that match reality, not assumptions.
Works with your Cerbo data
It associates real transactions with the patient in Cerbo — so the trigger is grounded in your actual record, not a separate system.
The Distinction That Matters
Hoping they bought it, or knowing they did.
Recommendation-based automation acts on intent and crosses its fingers. Behavior-based automation acts on the transaction itself. When your follow-ups are built on what truly happened, every message lands as relevant — because it is.
Trigger on the purchase, not the suggestion.
Cerbo is the best EHR in functional medicine. Always has been. Always will be.