Cerbo is purpose-built for cash-based care models. It is specifically designed to support direct primary care, functional and integrative medicine, medical spas, and other cash-based practices—without relying on insurance-first workflows. Cerbo emphasizes flexibility, configurability, and patient-pay workflows so clinics can operate efficiently without claims, reimbursements, or payer-driven constraints.
Yes—Cerbo includes integrated payment processing for recurring subscriptions and prepaid packages. Practices can securely collect credit card or ACH payments, manage subscriptions, and offer payment plans directly within the platform. This allows cash-based clinics to run predictable, membership-driven revenue models without relying on external billing systems.
Cerbo offers highly flexible clinical documentation designed around how providers actually practice. Customizable chart parts make it easy to write notes efficiently, support longer visits, and document integrative or non-traditional care without unnecessary billing constraints. Providers can tailor workflows to their style while maintaining clean, longitudinal patient records.
Cerbo delivers a modern, robust patient portal built for direct patient engagement. Patients can securely message providers, complete fillable forms, view encounter summaries, request appointments online, and manage payments—all in one place. This improves communication, reduces administrative burden, and aligns with the expectations of self-pay patients.
Yes—Cerbo integrates with key tools to support growth, communication, and operations. This includes integrations like ActiveCampaign for automated messaging and patient marketing, fee scheduling for labs to pass along practice-pay pricing, and comprehensive reporting for revenue, inventory, and sales tax tracking. Cerbo is designed to fit into a modern, tech-enabled cash-based ecosystem.


