Cerbo Portal Automator - Cerbo Community Tab - Overview 01-11-24

In this video, I introduce the FX MedSupport Servo Portal Automator and highlight the special features of the Servo Community tab. This tab monitors all mouse clicks within your practice and any connected system. I demonstrate how to add and remove tags, refresh data, and view events. I also explain how to create automations based on specific appointment details. Watch this video to learn how to navigate the Servo Community tab and leverage its functionalities.

00:00 Introduction

00:32 Creating and removing tags

01:00 Creating automations with filters

01:28 Searching for events