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Adding Context from Cerbo EHR to Your Notes

You can pull information from a patient's Cerbo chart — like their health profile, recent encounter notes, and documents — so Attend can generate more comprehensive and accurate documentation.

Written by Attend Health Team
Updated today

How It Works

After selecting a patient, you'll see a menu of items from their Cerbo chart that you can attach to your encounter. Select what's relevant, and Attend will use that context when generating your note.


What's Available

Health Profile

A consolidated summary of the patient's key clinical data, including:

  • Demographics — name, date of birth, sex, status

  • Current medications — active prescriptions with drug name, strength, dosage, and directions

  • Active problems — current problem list with status and onset date

  • Past medical history, family history, and social history** — notes from the patient's chart

  • Supplements — current supplements with dosage and instructions

  • Vaccines — administered vaccines with dates


This is compiled from several parts of the Cerbo chart into one summary. It's a great starting point for most encounters since it gives Attend the broadest picture of the patient.


Visit Notes

Up to 20 recent signed encounter notes from the patient's chart, displayed newest first. Each shows:

  • Encounter title

  • Date of service

  • Encounter type

  • Signing date

Only signed encounters are included — drafts and unsigned notes don't appear.


Reports (Documents)

Up to 20 recent documents from the patient's chart, such as uploaded files, lab reports, or scanned records. Each shows:

  • Document name

  • Folder location

  • File type

  • Date added

PDF documents are automatically processed so their text contents can be used for context. Other document types with text content are included directly.


How to Add Context

1. Select your patient from search or your schedule

2. Browse the context menu

3. Check the items you want — the health profile, specific visit notes, specific documents, or any combination

4. Attend uses the selected items when generating your note

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