In this article, we'll show you how to connect your organization's Cerbo account to Heads Up so you can automatically sync patients and lab results.
This integration creates a seamless workflow between your EHR and Heads Up, eliminating duplicate data entry and ensuring consistency across platforms.
Configuration and Setup
Step 1: Generate API Credentials in Cerbo
Navigate to Admin > Manage > Integrations > API User Management
Create or retrieve existing API credentials
Note the Client ID and Secret for configuration
Step 2: Connect Cerbo in Heads Up
Go to Organization Settings > Integrations
Find Cerbo in the list and click Link
Enter the API credentials in the connection dialog:
API Username is the Username/Public Key you put in for Cerbo (pk_xyz)
Client Secret is the secret key you copied from Cerbo
Base URL is the Cerbo instance URL (copy from your browser URL bar)
Step 3: Configure Webhook URL
Once successfully connected, copy the webhook URL from the Cerbo row on the Integration page in Heads Up
Return to Cerbo UI: Admin > Manage > Integrations > Integrations and Webhooks > General Webhooks for third parties
Click Add Webhook Endpoint
Step 4: Configure Webhook
Paste the webhook URL into the endpoint field
Configure the Events as shown in the image below
⚠️ Important: If any of these events are not selected and saved, webhook data will not flow to the Heads Up platform.
Step 5: Create and Apply Patient Tags
Go to Admin > Manage > Tags and Create a tag in Cerbo (default: "HeadsUp" or custom name from HU org settings). The category does not matter.
Tag eligible patients to trigger data sync - click on the tag icon in the patient information section:
Once tagged, Heads Up will:
Create the client account (if doesn't exist)
Backfill lab results for configured time period
Begin real-time sync via webhooks