Cerbo EHR

What Is Cerbo EHR? 

Cerbo is a cloud-based Electronic Health Record (EHR) and practice management platform used by healthcare organizations including direct primary care (DPC), functional and integrative medicine, and cash-based practices. It supports clinics using patient payment and membership-based models, while providing tools to setup custom charges and manage recurring subscription billing.

The software lets practices tailor the system to their existing operations, including treatment protocols and patient-facing forms. It also combines core clinical and practice management functions, including charting, scheduling, e-prescribing, lab ordering, patient communication, and inventory tracking within one system. For organizations that manage several of these functions internally, this could reduce the need to switch between separate systems. 

In December 2025, Cerbo merged with OptiMantra, expanding the range of practice needs it can address.

What Is Cerbo Best For? 

Cerbo EHR stands out for ‘Chart Parts,’ its charting template engine. A Chart Part is able to add narrative text, pull relevant data from a patient’s chart and group diagnoses, prescriptions, lab panels, supplements, and charges in one step. This is especially useful for functional and integrative clinicians who may need to create multi-item protocols during visits. A configured Chart Part lets them manage these connected activities together, helping decrease the time needed to complete a note and an encounter. 

How Much Does Cerbo EHR Cost? 

Cerbo pricing starts at $78/user/month for its ‘Supporting/Alternate Provider’ plan for part-time providers module. The vendor also offers the following pricing plans: 

• ‘Part-time' module (For part-time providers): 
  • Prescribing Provider: $174/user/month 
  • Non-Prescribing Provider: $160/user/month 
  • Additional Staff: $39/user/month 
• ‘Full-time' module (For full-time providers): 
  • Prescribing Provider: $281/user/month 
  • Non-Prescribing Provider: $256/user/month 
  • Supporting/Alternate Provider: $127/user/month 
  • Additional Staff: $63/user/month 

Both modules also include Restricted Access User plan with one-time fee of $15/user. 

Beyond the base subscription, some key features are priced as separate add-ons: 

• Patient Portal: Starts at $79/month (scales by patient volume) 
• Telemedicine: $14/provider/month for Zoom integration, $27/provider/month for 1:1 video calling, and $39/provider/month for multi-participant calling 
• Incoming E-Fax: $27/month for 500 pages/month + 10 cents/additional page 
• Patient Portal Styling: $300 
• Data Imports: Custom pricing 

Organizations considering the software should also account for the additional Setup Fee (one-time; payable in full or in two installments) of $1,195. 

Users may also incur the following estimated additional costs, that could vary based on provider terms and requirements: 

• Custom Integrations: $2,000–$10,000 
• Custom Development: $1,500–$10,000 
• Advanced Reporting: $500–$3,000 
• Additional Training: $500–$2,000 
• Premium Support: $500–$2,000/year 
• Custom Workflow Configuration: $500–$3,000 
• Third-Party Integration Fees: $200–$1,500/year 
• Additional Storage: $100–$500/year 

Reviewers tend to see Cerbo's pricing as fair – especially given its range of pricing options based on provider types. Though the per-user structure - combined with add-ons and approximate added costs - can push monthly costs higher than practices initially expected. 

Request a personalized Cerbo pricing quote for your practice today. 

Disclaimer: The pricing is subject to change. 

Cerbo Integrations 

It integrates with the following third-party platforms: 

• Fullscript 
• LabCorp 
• Quest Diagnostics EHR 
• Rupa Health 
• Stripe 
• Shopify 
• ARA Diagnostic 
• Hint OS Health 

How Does Cerbo Work? 

Here's how you can start using the system after it has been installed: 

• Log in to your Cerbo account with your dedicated credentials
• Configure user roles and access controls so that providers, administrative staff and limited users only view information related to their role 
• Create your charge list first, as this will be the basis for billing, invoicing and treatment plan pricing 
• Set up ‘Chart Parts’ for the note types and protocols that you use most commonly in your clinic 
• Manage clinician and resource availability on the scheduling dashboard, then color-code appointment types and automate patient reminders 
• Publish your patient portal with intake forms and questionnaires. The answers will flow directly into encounter notes 
• Track revenue, patient growth, provider activity, and inventory movement through the built-in reporting tools 

You can also schedule a free Cerbo demo to explore its full functionalities. 

Who Is Cerbo For? 

Cerbo software caters to membership-based, cash-based practices. It can be used by solo physicians, small clinics, and practices that are growing or operating across multiple locations. The platform also supports practices that combine different care or payment models within their operations.

It is designed for use across the following specialties: 

• Functional and integrative medicine 
• DPC practices 
• IV and Bio Hormone Replacement Therapy (BHRT)
• Medical spas and aesthetic clinics 

Cerbo Use Cases 

Based on our analysis of user feedback and the system’s current capabilities, we have identified key scenarios where this software is a good fit: 

1. Clinics Delivering Several Care Modalities In A Single Visit 

An integrative visit may not always fit neatly into one type of care. A clinician could prescribe medication, recommend supplements, order an infusion, and provide patient education during the same encounter. The platform combines these related activities into the patient record, assisting practices in managing them within the same workflow.

2. Practices Where Dispensary Sales Are A Component Of The Business Model 

The system lets users check product availability when making recommendations, allowing clinicians to check whether a product is available before completing the order. This capability could be useful for practices where supplement sales form a meaningful part of revenue, since it helps decrease the need for staff to check inventory separately after they’ve made the suggestion. 

3. Clinics Billing Households And Employer Groups Rather Than Individuals 

Cerbo lets practices keep each patient’s charges on their individual chart while grouping the related balances under one payer. Its product update log also describes support for company payers and non-patient parents. This could suit practices where a household or employer pays for several patients, while each patient still has a separate clinical record. 

4. Clinics Delivering Scheduled, Repeating Treatment Protocols 

The software is a good fit for infusion and hormone therapy practices, where patients may often return for the same or similar treatments on a recurring schedule. It lets clinics configure standing formulations and track return dates within the patient record. That could give practices one place to reference the treatment history and periodic schedule, including when compounded or controlled prescriptions are involved.

Cerbo User Sentiment 

Cerbo Features

The software offers the following key features: 

All-In-One-Screen Layout 

This keeps the rest of the patient's chart visible and editable while an encounter note is open. It minimizes less-used sections rather than hiding them, so users can access the most important information when needed. Moreover, the system carries out dynamic searches and automatically generates preferred lists to bring frequently used items into view. Notes auto-save every minute, and it enables each user to set their preferred encounter note view. This could help lower the need to switch between tabs during a consultation, while unfinished work can remain available after a dropped connection, which could help prevent unsaved work from being lost. 

Prescription Management 

The feature allows prescribers to send standard, compounded, and controlled medications by e-Rx or e-fax, view medication history, and process renewals from the same screen. The medication search builds a preferred shortlist based on prescribing patterns, while frequently used medications are prioritized automatically. It also lets users save dosing details as default or optional profiles. The system checks orders against recorded allergies and discontinued medications, which could help clinicians identify potential issues before completing a prescription.

Supplement Management 

This module lets clinics prescribe supplements from a general database, their own custom list, or an online dispensary import. It allows users to save dosing instructions in detail and group supplements into named protocols. Prescribed supplements appear on both the 'Patient Dashboard’ and ‘Patient Portal’, enabling users to highlight selected items on the dashboard for easy visibility. In addition, it helps track dispensary activity alongside the prescription history by storing renewals within the same patient record as the original prescription. 

Patient Portal

The portal can be branded to match the practice website and includes two-way secure messaging that is automatically recorded in the patient's chart. It lets patients view and update supplements, request and manage appointments, complete intake forms, questionnaires, and consent forms, and access lab results and shared documents. It also allows them to upload outside records, view and pay bills, generate after-visit summaries, select preferred pharmacies, report vitals such as blood pressure and weight, and update their vaccine record. 

In addition, the portal allows submitted intake responses to be used as the basis for visit notes, while letting patients view their current medication list and submit refill requests. This could help reduce the need for routine calls and some of the administrative work handled by front-desk staff. 

Scheduling 

Cerbo's calendar and scheduling dashboard consolidates patient appointments, provider on-call schedules, reminders, and tasks into one view. The dashboard also shows upcoming appointments, tasks, and patient portal requests. It enables users to filter calendar and task views by person, allowing leadership to view activity across the whole practice, a subset of users, or an individual. Furthermore, it lets users configure appointment types and organize them through color-coding. This gives managers a view of the day's appointments and available capacity.

Payments And Credit Card Processing 

The feature enables users to generate pre-filled invoices and billing documentation from charges entered against a patient. It also supports credit card processing through integrations with Propelr, Bluefin, and Stripe. In addition, it allows staff to charge or refund cards from the EHR, while enabling patients to make payments through the patient portal. Transaction history is also available for review, with payment authorization confirmed immediately. This lets practices see whether a payment has cleared while keeping the transaction within the same workflow. 

Reporting

Cerbo's built-in reports cover practice billing, patient registrations, active patient counts, provider activity, and visit types. They enable staff to see how much the practice has billed during a period, both by number of charges and total value. They also show how much individual providers billed and which visit types they performed. Other reports allow users to identify patients who share demographic characteristics, diagnoses, or prescriptions. This gives practice owners visibility into growth, billing, and practitioner activity when reviewing staffing and capacity.

Supplementary Features 

In addition to its core features, Cerbo includes several other capabilities that support clinical, financial, and administrative workflows. 

Treatment Plans 

The feature allows clinicians to prescribe medications, lab and radiology orders, and supplements from one screen. It also supports custom protocols, specialty templates, and ‘wellness plans’ that can be shared through the portal. 

Integrations With Labs, Pharmacies, And Specialists 

The software supports integrated fax, HL7 lab connections, and e-prescribing across laboratories, with incoming results parsed for ongoing tracking.

Inventory Management 

It enables practices to track stock levels, expiration dates, pricing, Rx lot numbers, and NDCs, while letting them manage dispense and restocking records from the same system.

Subscriptions 

The platform assists direct-pay and concierge clinics in processing recurring monthly payments. Its Hint Health integration also allows automated subscription billing and patient data syncing.

Integrated Faxes 

This functionality allows users to review, edit, annotate, sign, and file incoming faxes to patient records or the practice document library. This helps reduce manual document handling. 

Compounded Medications And Medication Lists 

These lists give access to medication summaries during encounters. The feature also enables clinicians to prescribe compounded medications and bio-identical hormones and set preferred compounding pharmacies.

Charge List 

It lets practices create custom service and product rates by patient group or provider type and add charges through a searchable list using names, nicknames, or associated codes.

Billing Reports 

The software allows financial teams to generate billing reports for internal use or sharing with a third-party billing service. It also gives users the ability to filter these reports by type of service, provider, date range, and payment status, and more, giving them insights into the practice’s financial status and potential areas for improvement. 

Task Management 

The feature helps staff assign, track, annotate, reassign, and close faxes, messages, requests, and internal tasks from one shared interface. This helps reduce task handoff delays and keep work organized. 

Is Cerbo Right For You? 

Are you looking for an EHR that fits a primarily cash-pay model? Cerbo may be worth considering if your practice relies mainly on patient payments and needs its billing and practice management workflows to align with that model. It is designed for these practice models, with flexible payment processing, customizable ‘Chart Parts,’ patient portal, supplement management, and more. 

The platform connects with over 40 standard and functional laboratories through HL7 interfaces, with bi-directional integrations supporting electronic order submission alongside results delivery. 

The software is HIPAA compliant, and the vendor uses dedicated cloud servers for individual clinics. Data is encrypted in transit and at rest, with daily backups and point-in-time recovery. Security controls include firewalls, VPN services, DDoS mitigation, password policies, automatic account lockouts, session timeouts, role-based permissions, and access logging.

Cerbo offers different plans to accommodate practices with different team sizes and needs. It also supports multi-location, remote, and telehealth workflows without requiring additional modules.

Still unsure whether Cerbo is the right fit for your organization? Contact us at (315) 215-3447 for personalized guidance based on your practice's needs. 

Cerbo Pricing Plans

Disclaimer: The pricing is subject to change.