Cerbo
Cerbo is a cloud-based EHR and practice management platform purpose-built for cash-based U.S. healthcare practices including functional/integrative medicine, direct primary care, IV/BHRT, and medical spas, serving over 5,000 practitioners with an integrated EHR, patient portal, and AI clinical documentation.
- Company typePrivate
- Founded2010
- HeadquartersPortland, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Cerbo does
Cerbo, LLC is a privately held, Portland-headquartered software company that develops a cloud-based Electronic Health Record (EHR) and practice management platform purpose-built for cash-based, direct-pay, and functional/integrative medicine practices in the United States. Founded in 2010, the company targets five healthcare verticals: functional and integrative medicine, direct primary care (DPC), cash-based practices, IV/BHRT clinics, and medical spas/aesthetics, and reports serving more than 5,000 practitioners. The platform is positioned as an all-in-one alternative to insurance-first EHRs and comprises three core modules: Cerbo EHR (with proprietary Chart Parts templating, e-prescribing via Surescripts, and bidirectional HL7 lab integrations across 40+ labs), Cerbo Patient Portal (a configurable, custom-branded portal for scheduling, secure messaging, intake, lab results, and payments), and Practice Management (scheduling, subscription billing, inventory, and integrated payments). Optional add-ons include Telemedicine, a public API, and 55-67 third-party integrations covering labs, supplement dispensaries (Fullscript, Shopify), payment processors (Stripe, Propelr, Bluefin), and communication tools (ActiveCampaign, Twilio).
The business model is per-provider monthly subscription ($39-$281/month depending on provider role and full-time/part-time status), supplemented by one-time setup fees ($595-$1,195), recurring add-on fees (Patient Portal $79/month; Telemedicine $27-$39/month), and usage-based charges for fax, data storage, and API overages. Go-to-market combines a direct sales motion (demos and sales-team outreach for multi-provider practices) with product-led growth elements (guided tours and a sandbox) for solo and micro-practices, supported by content marketing, competitor-comparison content, and published customer stories. The company is HIPAA-compliant, supports Business Associate Agreements under HITECH, and operates exclusively domestically with a hybrid U.S. footprint (Portland headquarters, Atlanta office). In December 2025, Cerbo merged with OptiMantra to form a combined entity led by CEO Jeff Hindman; a CTO (Wes Dembinski), CPO (Nishant Phadnis), and VPs of Sales, Marketing, Partnerships, and Customer Success round out the leadership team, and an India-based Cerbo Tech entity joined ISB DLabs' I-HEAL cohort in April 2026.
Cerbo firmographics
Firmographics- Name
- Cerbo
- Legal name
- Cerbo, LLC
- Website
- https://cer.bo
- Company type
- Private
- Founded year
- 2010
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Cerbo is a cloud-based EHR and practice management platform purpose-built for cash-based U.S. healthcare practices including functional/integrative medicine, direct primary care, IV/BHRT, and medical spas, serving over 5,000 practitioners with an integrated EHR, patient portal, and AI clinical documentation.
- Ownership category
- akta.pro rank
Cerbo industry classification
Industry- Product category
- Electronic Health Records & Practice Management Software
- NAICS
- Software Publishers (51321), Software Publishers (513210)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Patient Intake, Digital Registration & eForms (HLACAEAF)
Keywords
Where Cerbo is headquartered
LocationHeadquarters
- HQ city
- Portland
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Cerbo business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Infrastructure, Marketing or Sales, Operations
Revenue model
- Provider Subscriptions: Monthly subscription fees per provider based on role type (Prescribing Provider, Non-Prescribing Provider, Supporting Provider, Staff). Additional fees for add-ons including Patient Portal, Telemedicine, and Incoming E-Fax
- Setup Fees: One-time setup fees for new practices; discounted for new part-time solo/micro-practices under 30 patients and less than 6 months in business
- Usage-Based Add-ons: Additional charges for fax pages over included limits, data storage over 50GB per full-time provider, and API call rates exceeding defined thresholds
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Prescribing Provider (DO, MD, NP, ND, etc.) |
| Subscription | Monthly | Non-Prescribing Provider (DO, MD, NP, ND, DC, etc.) |
| Subscription | Monthly | Supporting/Alternate Provider (LAc, RD, DC, LPC, LCSW) |
| Subscription | Monthly | Additional Staff (Non-provider staff) |
| Subscription | Pay-as-you-go | Restricted Access User |
| One time/ perpetual license | Pay-as-you-go | One-time Setup Fee |
| Subscription | Monthly | Patient Portal Add-on |
| Subscription | Monthly | Telemedicine Add-on |
| Usage-based | Monthly | Incoming E-Fax Add-on |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels6 records
Cerbo product offering
Product offeringCore offering
Cerbo is a cloud-based electronic health record (EHR) and practice management platform purpose-built for cash-based healthcare practices, including functional/integrative medicine, direct primary care (DPC), IV/BHRT, cash-based practices, and medical spas. It combines charting, e-prescribing, integrated payments, telemedicine, and 55+ lab and dispensary integrations in a single configurable system. The platform is sold on a per-provider subscription with optional add-ons and serves more than 5,000 practitioners.
Product overview
Cerbo offers a unified cloud-based EHR and practice management platform designed for cash-based healthcare practices including functional medicine, direct primary care (DPC), medical spas, and IV/BHRT clinics. The platform consists of three core integrated products: (1) Cerbo EHR - the central electronic health record with flexible charting, e-prescribing, and lab integrations; (2) Cerbo Patient Portal - a secure, custom-branded portal for patient engagement including scheduling, messaging, and bill payment; and (3) Practice Management - scheduling, billing, inventory, and task management tools. Optional add-ons include Telemedicine for video visits, API access for developer integrations, and access to 55+ third-party integrations spanning labs, supplement dispensaries, payment processors, and marketing tools. The platform is HIPAA-compliant, supports over 5,000 practitioners, and recently merged with OptiMantra (December 2025) to expand its market reach.
Differentiator
Problem solved
Functional benefit
Products and services
- Cerbo EHR Cloud-based electronic health record system with flexible charting, prescription management, lab integrations, and integrated fax, designed for functional medicine, DPC, cash-based, IV/BHRT, and medical spa practices.
- Cerbo Patient Portal Secure, configurable patient portal with online appointment scheduling, secure messaging, intake forms, lab result viewing, prescription management, and online bill pay, available with custom branding to match the practice's website.
- Cerbo Practice Management Scheduling dashboard, charge list management, integrated payment processing (Propelr, Bluefin, Stripe), subscription billing, inventory management, task management, and comprehensive billing reports.
Quantifiable outcome
- 50% reduction in patient admin time
- +4 more outcomes
Companies that use Cerbo
Customer profileNamed customers10 records
Segments5 records
Ideal customer profiles3 records
Cerbo technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration60 records
AI capability4 records
Feature6 records
Cerbo partnerships and signals
Strategic signalPartnerships
18 partnerships are on record, tiered core, major and minor.
- FullscriptcoreIntegration allows sharing of supplement protocols, treatment plans, and dispensary services directly within Cerbo EHR. Supports bi-directional lab integration for orders and results in beta.
- Genova DiagnosticscoreMajor functional medicine lab with bi-directional integration for electronic ordering and results within Cerbo patient charts
- Vibrant AmericacoreFunctional lab integration for sending orders and receiving results electronically within Cerbo
- Rupa HealthcoreIntegration allows sending patient orders to Rupa and receiving patient results directly in Cerbo
- LabCorpcoreBi-directional interface for sending lab orders and receiving results via integrated electronic/HL7 integration
- Quest DiagnosticscoreBi-directional interface with Quest allowing sending lab orders and receiving results within Cerbo
- ShopifymajorInventory management integration with Shopify for streamlined online sales of supplements and products
- StripemajorIntegrated payment processing with Stripe for credit card processing, invoicing, and transaction management
- PropelrmajorSimple and secure payment processing integrated within Cerbo, positioned as competitive alternative to other payment processors
- BluefinmajorIntegrated payment processing and security solutions for sensitive payment data
- Hint HealthmajorIntegration with Hint OS Health for automated subscription billing and syncing patient data between platforms for DPC practices
- ActiveCampaignmajorEmail marketing and marketing automation integration for automated messaging and patient marketing outreach
- Boston Heart DiagnosticscoreCardiovascular disease testing lab integration for functional medicine practices
- Cleveland Heart LabcoreInnovative cardiovascular testing lab integration within Cerbo
- Precision Analytical (DUTCH)coreDUTCH test integration for hormone and functional medicine testing
- ZRT LabcoreCLIA certified diagnostic laboratory specializing in hormone and wellness testing
- Doctor's DatacoreSpecialist in essential and toxic elemental testing integrated with Cerbo
- Freedom Practice CoachingminorPractice management mentorship program empowering healthcare practitioners to build successful practices
Scale indicators8 records
Recent moves6 records
Expansion highlights6 records
Cerbo competitors and assessment
Company assessmentDirect peers
- Practice Better: Practice Better is a practice management and EHR platform built specifically for health and wellness practitioners including nutritionists, functional medicine coaches, and integrative providers. It directly competes with Cerbo in the cash-based, non-insurance wellness segment with overlapping charting, client portal, and subscription billing features.
- Healthie: Healthie offers an EHR, scheduling, billing, and telehealth platform for nutritionists, dietitians, and health/wellness practices. It targets the same functional/wellness and cash-based provider market as Cerbo, with comparable charting, patient portal, and insurance-optional workflows.
- Jane App: Jane App is a practice management platform popular with cash-based and multidisciplinary clinics including chiropractic, naturopathy, and integrative practices. Cerbo's competitor comparison pages list Jane directly, indicating overlapping positioning for cash-pay practices.
- Hint Health: Hint Health provides a DPC-specific operating system for membership billing, practice management, and patient engagement. Cerbo already integrates with Hint OS, but Hint competes head-on for DPC practices seeking an end-to-end platform.
- Elation Health: Elation Health provides a clinical-first EHR for independent primary care practices, including DPC and concierge models. It serves similar independent provider segments and is named as a Cerbo competitor in its comparison content.
- Power2Practice: Power2Practice is an EHR specifically built for functional and integrative medicine practitioners. It competes directly with Cerbo's core functional medicine value proposition with similar lab integration and supplement management features.
Broad incumbents
- DrChrono: DrChrono (now part of EverHealth) offers a mobile-first EHR and practice management platform for ambulatory practices. It overlaps with Cerbo in serving small to mid-sized independent practices and is referenced in Cerbo's competitive content.
- Tebra: Tebra (formed from the merger of Kareo and PatientPop) is a broad EHR and practice growth platform serving independent practices across many specialties. It is named directly in Cerbo's comparison content and competes for the broader small/mid-practice market that includes DPC and cash-based segments.
- Athenahealth: Athenahealth is a large incumbent EHR, practice management, and revenue cycle platform serving ambulatory practices of all sizes. Cerbo competes with Athenahealth for growing practices that may outgrow lightweight EHRs, making it a relevant incumbent benchmark.
Others
- Fullscript: Fullscript is a supplement dispensary and treatment planning platform with deep bi-directional integration into Cerbo. While not a direct EHR competitor, it is an ecosystem partner that also offers its own practitioner workflow tools, making it an adjacent comparator in the functional medicine stack.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Cerbo social profiles
Digital presenceCerbo compliance and trust
Trust signalCompliance2 records
Cerbo financial estimates
Financial estimateRevenue estimate
Valuation estimate
Cerbo leadership team
Management profileNumber of profiles
Profiles11 records
Cerbo funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Cerbo M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Cerbo
What does Cerbo do?
Cerbo is a cloud-based electronic health record (EHR) and practice management platform purpose-built for cash-based healthcare practices, including functional/integrative medicine, direct primary care (DPC), IV/BHRT, cash-based practices, and medical spas. It combines charting, e-prescribing, integrated payments, telemedicine, and 55+ lab and dispensary integrations in a single configurable system. The platform is sold on a per-provider subscription with optional add-ons and serves more than 5,000 practitioners.
Is Cerbo a public or private company?
Cerbo is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Cerbo founded?
Cerbo was founded in 2010. It employs 11 to 50 people.
Where is Cerbo based?
Cerbo is headquartered in Portland, United States, in the North America region.
How does Cerbo make money?
Three revenue lines are on record. Provider Subscriptions are the primary driver. The others are setup Fees and usage-Based Add-ons.
Who are Cerbo's main competitors?
Direct peers on record are Practice Better, Healthie, Jane App, Hint Health, Elation Health and Power2Practice. Broad incumbents are DrChrono, Tebra and Athenahealth. Fullscript is listed as an others.
Does Cerbo have an API?
Yes. Cerbo offers a public API with documented endpoints available to external developers. API documentation includes endpoints such as patient allergy retrieval, with enhanced documentation for external integrations. Rate limits apply: maximum 20 calls per second peak rate, or 5 calls per second average rate. Client may not make calls against Cerbo's programming interface at rates exceeding these limits. Developer documentation is at docs.cer.bo.
What industry is Cerbo in?
Cerbo's product category is Electronic Health Records & Practice Management Software. Its primary akta.pro industry code is HLACAEAF, Patient Intake, Digital Registration & eForms. Its NAICS code is 51321 and its SIC code is 7372.