Permission Matrix

We offer a variety of permission levels, giving you the choice of what parts of Cerbo your staff can access. All permission options are available for use with any user type.

User actions

Change their password
Add/edit scheduled events
View patient charts
View patient portal queue
Send secure messages
Add charges/take payments
Use advanced patient search
Log into portal as the patient
View incoming fax queue
View incoming results queue
Make documents shareable with patient via the portal
Manage databases
View billing reports (practice-wide)
View non-financial reports (practice-wide)
Create, edit, and sign SOAP notes
View SOAP note text
Unsign SOAP notes
Fax/write prescriptions
Add/edit/delete staff user profiles

All Access / Superadmin

All limited links
Own analytics platform
Chat support
Optimize hashtags
Account Manager
Number of articles
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
*
Satisfaction guaranteed

Everything except user mgmt

All limited links
All limited links
Own analytics platform
Chat support
Optimize hashtags
Account Manager
Number of articles
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
*
Satisfaction guaranteed

Regular Clinical or Admin Staff

All limited links
All limited links
Own analytics platform
Chat support
Optimize hashtags
Account Manager
Number of articles
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
*
Satisfaction guaranteed

Clinical Staff (limited)

All limited links
All limited links
Own analytics platform
Chat support
Optimize hashtags
Account Manager
Number of articles
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
*
Satisfaction guaranteed

Admin w/billing reports

All limited links
Own analytics platform
Chat support
Optimize hashtags
Account Manager
Number of articles
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed

Admin (limited)

All limited links
Own analytics platform
Chat support
Optimize hashtags
Account Manager
Number of articles
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed

Scheduling **

All limited links
Own analytics platform
Chat support
Optimize hashtags
Account Manager
Number of articles
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed

Scheduling (limited) **

All limited links
Own analytics platform
Chat support
Optimize hashtags
Account Manager
Number of articles
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed

Billing only **

All limited links
Own analytics platform
Chat support
Optimize hashtags
Account Manager
Number of articles
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed

Read only **

All limited links
Own analytics platform
Chat support
Optimize hashtags
Account Manager
Number of articles
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed
Satisfaction guaranteed

* With NPI or written permission from prescriber

** Restricted access user

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Focus on your patients.
We'll handle the rest.

Take the final step towards enhancing your medical practice by trying out the free Cerbo demo or scheduling a personalized demo. Join thousands of satisfied healthcare practitioners using our EHR solution.