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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

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.


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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.


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Visit Notes

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

  • Date of service

  • Encounter type

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


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


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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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