PatientNow is best known for its robust CRM, marketing automation, and client management tools for aesthetic and medspa practices. In recent years, it has expanded to include EMR and billing functionality, making it a strong choice for marketing-driven clinics.
But when practices evolve into wellness, functional medicine, or hybrid medical care, PatientNow’s focus on marketing and sales becomes a limitation. It lacks the clinical depth, lab integrations, and flexible documentation needed to manage real patient care.
Cerbo bridges that gap with a connected EHR built to handle both patient relationships and medical complexity in one streamlined system.
For clinics focused purely on cosmetic procedures or elective treatments, PatientNow delivers real value. Its CRM features, lead management, and automated follow-ups make it a strong business tool.
However, as soon as a clinic begins offering services that go beyond aesthetics, such as IV therapy, hormone therapy, or functional testing, the gaps start to show. PatientNow is ideal for cosmetic and elective treatments but less suited for functional, integrative, or hybrid medical care, where clinical documentation, lab tracking, and care protocols are essential. While PatientNow includes EMR tools for procedure notes, its customization and longitudinal tracking are limited.
Cerbo was designed precisely for that next stage, offering the functionality to document complex cases, connect labs, and manage care plans seamlessly within one EHR.
PatientNow supports basic EMR features, procedure documentation, and before-and-after photo tracking but lacks advanced clinical tools for functional or integrative workflows, such as reusable templates, protocol tracking, or longitudinal lab trending.
Cerbo gives providers that capability. Its customizable Chart Parts allow you to document exactly what your clinic needs, whether that’s hormone protocols, IV infusions, or detailed SOAP notes. Every chart can include labs, supplements, and follow-up plans in a single record, allowing teams to deliver care that’s both efficient and comprehensive.
Because PatientNow was built around CRM and marketing tools, it often requires add-ons or third-party platforms to complete a clinic’s operational workflow. PatientNow integrates with marketing and imaging platforms but offers limited support for specialty lab or supplement workflows. Clinics often rely on add-ons to manage functional testing or in-office inventory.
Cerbo brings these tools together. It integrates with 60+ specialty and standard labs, supports supplement management through Fullscript and Wellevate, and includes inventory tracking with lot and expiry monitoring for clinics offering IV therapy or BHRT. Instead of juggling multiple systems, practices can manage everything within Cerbo’s single, connected environment.
PatientNow’s engagement tools center on marketing automation, reminders, and surveys designed to improve retention, but they offer limited visibility into clinical progress. While helpful for retention, they don’t create true clinical connection. Patients can’t access lab results, message providers securely, or review treatment plans within a portal.
Cerbo’s patient portal changes that. It gives patients secure access to their health records, care plans, and results while allowing them to message their provider directly. This creates transparency and trust, qualities that marketing alone can’t achieve. It also saves administrative time by reducing manual communication, letting providers focus on care instead of coordination.
PatientNow’s pricing is quote-based and scales with user volume, marketing features, and locations. For hybrid or growing practices, costs can increase quickly as new modules are added.
Cerbo offers a straightforward, scalable pricing model that adapts to your growth. Clinics can choose part-time or full-time provider plans, add users easily, and maintain full access to core EHR and practice management tools without hidden costs. This makes it easy to grow sustainably while keeping operations simple and transparent.
PatientNow remains an excellent solution for aesthetic practices focused on marketing and retention, but when clinics expand into wellness or functional medicine, they need the clinical structure that Cerbo provides.
Cerbo offers a clinical-grade EHR that grows with your practice, integrating patient management, specialty workflows, and engagement tools in one platform. It’s built for providers who need depth, flexibility, and reliability, not just marketing automation. Where PatientNow centers on lead generation, Cerbo centers on lasting patient care.
Explore how Cerbo helps clinics like yours evolve beyond aesthetics and into connected, modern healthcare. Talk to the sales team today or try our free EHR software demo and see what a purpose-built EHR can do for your practice.
