CharmHealth is often the first stop for small practices searching for an affordable, easy-to-use EHR. It covers scheduling, documentation, billing, and telehealth in one system, making it a practical starting point for small general or multi-specialty clinics.
But for clinics offering functional, integrative, or direct-pay care, those basic tools eventually fall short. Limited lab integrations, rigid templates, and a pay-per-encounter model can make it difficult to scale or support more advanced workflows.
Cerbo bridges that gap. It was built for clinics that deliver personalized, relationship-based medicine and need an EHR with features that can keep up with the complexity of their care model.
For small or part-time practices handling straightforward visits, CharmHealth delivers solid value. Its interface is simple to navigate, and the cost per encounter feels manageable when patient volume is low. Yet that same structure becomes restrictive once your practice starts to grow. The more patients you see, the more those encounter fees add up and the harder it becomes to manage longer-term care plans or recurring memberships. CharmHealth’s lower-tier plans use a pay-per-encounter model that can add up as patient volume increases, while its provider-based plans become costlier as you expand.
CharmHealth also lacks the flexibility needed to document detailed functional medicine cases or coordinate across multiple providers. Cerbo offers an easier way forward by connecting every part of the workflow like charting, billing, labs, and communication, under one roof.
CharmHealth offers SOAP templates and limited customization, but it’s not designed for the depth required in functional or integrative medicine, where protocols and supplement plans must be tracked longitudinally. Providers can chart encounters, but it’s not built for the depth required in functional or integrative medicine, where you need to follow protocols, track labs, and document progress over time.
Cerbo was developed by clinicians who understand that reality. Its configurable Chart Parts let providers create their own note structures, automate repetitive tasks, and embed labs or supplement plans directly into the chart. Everything stays organized in one continuous record, supporting both clinical accuracy and efficiency.
CharmHealth’s pay-per-encounter pricing is fine for low-volume clinics but quickly becomes expensive as your patient list grows. CharmHealth’s lower-tier plans are affordable initially but can become expensive as patient volume and feature needs grow. For high-volume or multi-provider practices, that model makes growth costly and unpredictable.
Cerbo uses a transparent subscription structure instead. You can choose full-time or part-time provider plans, add features as you expand, and manage multiple care models within the same system. It’s built to grow with your practice, not restrict it.
CharmHealth was designed for standard primary care. CharmHealth supports basic lab ordering and medication management but lacks deeper workflows for IV therapy, BHRT, and supplement tracking that functional and integrative practices require. Cerbo does. It allows clinics to manage IV chair scheduling, track compounded medications with lot and expiry details, and integrate with more than 60 standard and specialty labs like Genova, Evexia, and Quest.
Supplement recommendations can also be handled through direct Fullscript and Wellevate integrations. These features remove the need for third-party systems and give providers complete control within one platform.
CharmHealth’s patient portal supports messaging and result sharing but doesn’t give the same depth of access to care plans and supplement protocols that Cerbo offers. Patients can’t easily view their test results, treatment plans, or supplement recommendations.
Cerbo’s patient portal is designed to close that gap. It gives patients secure access to their records, care plans, lab results, and refill requests. This level of transparency not only saves staff time but also deepens patient trust. When patients understand their progress, they stay more engaged in their care.
For clinics comparing Cerbo vs CharmHealth, CharmHealth works well for clinics that want a simple, low-cost start. But once you need more than basic charting or occasional telehealth, it becomes clear that the system was never meant for complex or integrative care.
Cerbo gives practices the flexibility to scale without switching platforms. It combines clinical documentation, specialty workflows, and patient engagement in one intuitive system that supports long-term growth. Where CharmHealth focuses on encounters, Cerbo focuses on outcomes, helping clinics save time, operate efficiently, and deliver a higher standard of care.
See how Cerbo simplifies clinical and operational workflows. Try the interactive demo or talk to our sales team to learn more.
