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    • 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
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        • IOS Messenger Pro
        • Android Messenger Pro
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    • 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
  • In The Press
    • Press Release 2.0
    • The Three-Legged Stool
    • Why the Wait List Is Losing You Money
    • Traditional Membership? You’re Losing Money
    • The Revenue Leakage Nobody’s Talking About
    • Cerbo Is the EHR. FxMedSupport Built the Nervous System
    • Bidirectional Calendar Sync Should Be a Baseline
    • What Listening Built
    • A Decade of Listening, Building, Refining
    • The Provider Is the Product.
    • The Book
    • Your Practice Is a Living Creature
    • Adaptive Reactive Proactive Creative Or DIE
    • Stop paying for marketing tools you already own
  • Pricing
    • Ongoing Pricing
    • Grandfather Pricing
Demo

Provider Template Charting System

Smarter, faster charting — built for providers inside Cerbo


Overview

The Provider Template Charting System is FxMedSupport’s newest application, designed to revolutionize the way providers create and manage patient documentation inside Cerbo.

With this tool, providers can build reusable appointment-type templates so every chart starts with the right structure and the right questions — no more reinventing the wheel for each patient visit. Simply load a template, fill in the key information, add a signature, and submit.


Key Features

✅ Custom Provider Templates – Create templates tailored to specific appointment types, procedures, or patient needs.
✅ Pre-Populated Chart Fields – Start with structured questions and fields to guide the encounter.
✅ Quick Data Entry – Fill in vitals, symptoms, labs, and notes in a streamlined workflow.
✅ Signature Capture – Add your provider signature directly within the template.
✅ Cerbo Integration – All completed templates automatically save into the patient portal and documentation.
✅ Future-Proof Flexibility – Coming soon: the ability for practices to build their own custom template form systems.


How It Works

  1. Select a Patient – Open the patient chart inside Cerbo.

  2. Load a Template – Choose from your pre-built provider templates.

  3. Enter Information – Fill in structured fields like procedures, vitals, frequency, or treatment details.

  4. Sign & Submit – Add your electronic signature and submit the completed chart.

  5. View in Portal – The finalized documentation instantly appears inside the patient portal.


Why Providers Love It

  • Faster Charting – Reduce repetitive documentation and free up time for patient care.

  • Consistency Across Providers – Standardized templates ensure uniform documentation across your team.

  • Improved Accuracy – Pre-defined fields reduce errors and make charts more complete.

  • Patient Transparency – All completed templates are automatically visible in the patient’s portal.


What’s Next

We’re just getting started. The next major update will include the ability for practices to create their own custom templates from scratch, allowing full control over the charting experience.


Start Streamlining Today

The Provider Template Charting System is ready to transform your practice’s workflow.

👉 Contact us today to learn how to activate this app for your team.

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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