Wed Comm Connection

Bulk Tags, Easter Egg Automations, and Secure Messaging UX Improvements

• 0:02:27 – Intro to new Tags Info & Bulk Create App

• 0:03:51 – Tag ID lookup + Automator integration use case

• 0:06:02 – Patient onboarding method (nested + visible forms)

• 0:11:04 – Bulk tag creation: months, Spanish forms, signed tags

• 0:16:03 – Provider Template Charting System – live demo

• 0:19:02 – Request: Fix spacing in vitals section of form

• 0:30:31 – Open orders as vital markers (potential relabeling)

• 0:34:30 – “Word of the Day” podcast Easter egg setup begins

• 0:43:19 – Automation trigger using tag to deliver the message

• 0:46:56 – Confirm form non-resubmission logic

• 0:51:08 – Update: delete external form after importing to Cerbo

• 1:00:29 – Action Item: Portal messages should display in a pop-up modal

• New App: Tags Info + Bulk Create

  • Enables users to bulk-create and search tags.

  • Great for monthly tags, Spanish forms, and onboarding workflows.

  • Needs UI upgrade (filter by category).

• Best Practices in Patient Onboarding

  • Only show necessary forms per appointment using tag-based visibility.

  • Leveraging tag-triggered automations for form visibility.

• Provider Template Charting Tool

  • Live for one client; future updates will allow community-wide use.

  • Templates can include vitals, medications, and more.

  • Future integration planned with Cerbo med list.

• New Feature: Word of the Day / Easter Egg Game

  • Providers can embed a quiz-like Easter egg in podcasts.

  • Triggered by tag automation (e.g., Tag 146).

  • Correct answer redirects to a custom site; incorrect redirects elsewhere.

  • Built-in submission protection (no resubmission allowed).

• Secure Message Experience Improvements

  • Current system renders messages at bottom of screen.

  • Request to change to pop-up modal display for cleaner UX.

  • Emojis caused render issues; confirmed need to sanitize messages.

Upcoming: Auto-Delete External Forms

• New logic: After patient completes Gravity/Jot/TypeForm and it’s imported into Cerbo, the original copy is deleted.

• Improves PHI safety and reduces form duplication.

• “Tags Info + Bulk Create App”

  • Include screenshots, steps to bulk-create tags.

  • Examples: months, Spanish tags, signed version tags.

• “Podcast Easter Egg Automation”

  • Document how to build: intuitive message + tag + automation trigger + form result.

  • Explain redirect logic (correct/incorrect).

• “Secure Message UX Modal Upgrade”

  • New expected behavior: modal pops up on click.

  • Clean, mobile-friendly, no emojis, scrollable.