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The EHR for Cash-Based Practices

Uniquely tailored to Cash-Based Practices with optimal flexibility and configurability. Designed to simplify operations, Cerbo offers multiple workflow options to meet the needs of your clinic.
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Key features

Cerbo has tons of powerful features to make your practice run smoothly.

Integrated payment processing

Credit card and ACH processing support for recurring subscriptions and prepaid packages/ payment plans.

Robust patient portal

Deliver patient communications including messages, fillable forms, and encounter summaries easily with the patient.

Online appointment requests

Make appointment requests via the patient portal, as well as an optional widget embedded directly in the clinic’s website.

Financial reporting

Variety of reporting options available to track charges/ revenue, inventory sales, sales tax owed, etc.

Fee Scheduling for Labs

Ability to associate charges with lab orders to be able to pass lower-cost “practice pay” pricing on to patients.

Integration with ActiveCampaign

Automated messaging and simplified marketing to patients.

Frequently asked questions

Is Cerbo truly designed for cash-based and DPC practices, or is it just an insurance EHR adapted for cash pay?
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.
Can Cerbo handle memberships, subscriptions, and recurring payments without third-party tools?
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.
Does Cerbo support flexible clinical documentation instead of rigid, insurance-driven note templates?
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.
What kind of patient experience does Cerbo offer for cash-based clinics?
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.
Will Cerbo integrate with the tools my practice already uses to grow and communicate with 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.

Join thousands of innovative providers growing their practices

Hear from amazing customers who are scaling their practices using Cerbo and have experienced significant improvements in managing patient data, patient engagement, and operational efficiency.
"I started a direct primary care practice before most people had ever heard of those types of clinics. I came from the hospital world and had used multiple EHRs. I knew how important it was to have ePrescribe functionality, a patient portal, fax line, the ability for patients to add their credit cards, patient charts, integrated billing and telemedicine features. Cerbo has it all."
Dr. Andrea Wadley
127 Pediatrics
“Cerbo allowed me to open my clinic and begin using the product right away to better manage my practice. There has not been a time I have wished I had picked a different EHR. I tell my colleagues to look at Cerbo because the product works great and they have excellent customer service. I have been very happy with Cerbo."
Dr. Shauna Guthrie, MD, MPH, FAAFP
Sunflower DPC
"I have really enjoyed using Cerbo, particularly the Chart Parts. It is so easy to write notes, leverage the patient portal and the ease of integration with other products I use. I highly recommend Cerbo."
Dr. Jamie Kyei-Frimpong DNP, FNP-BC, IFMCP
Monarch Way
A patient smiling, thankful he received quality care.

Focus on your patients.
We'll handle the rest.

Take the final step towards enhancing your medical practice by trying out the free Cerbo demo or scheduling a personalized demo. Join thousands of satisfied healthcare practitioners using our EHR solution.
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