Cerbo

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.

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

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

• Electronic health records
• Practice management software
• Functional medicine EHR
• Direct primary care software
• Patient portal platform

Headquarters

HQ city

Portland

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Infrastructure, Marketing or Sales, Operations

Revenue model

1. 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
2. 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
3. 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

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core 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

Named customers10 records

Segments5 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration60 records

AI capability4 records

Feature6 records

Partnerships

18 partnerships are on record, tiered core, major and minor.

• FullscriptcoreTechnology or IntegrationIntegration 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 DiagnosticscoreTechnology or IntegrationMajor functional medicine lab with bi-directional integration for electronic ordering and results within Cerbo patient charts
• Vibrant AmericacoreTechnology or IntegrationFunctional lab integration for sending orders and receiving results electronically within Cerbo
• Rupa HealthcoreTechnology or IntegrationIntegration allows sending patient orders to Rupa and receiving patient results directly in Cerbo
• LabCorpcoreTechnology or IntegrationBi-directional interface for sending lab orders and receiving results via integrated electronic/HL7 integration
• Quest DiagnosticscoreTechnology or IntegrationBi-directional interface with Quest allowing sending lab orders and receiving results within Cerbo
• ShopifymajorTechnology or IntegrationInventory management integration with Shopify for streamlined online sales of supplements and products
• StripemajorTechnology or IntegrationIntegrated payment processing with Stripe for credit card processing, invoicing, and transaction management
• PropelrmajorTechnology or IntegrationSimple and secure payment processing integrated within Cerbo, positioned as competitive alternative to other payment processors
• BluefinmajorTechnology or IntegrationIntegrated payment processing and security solutions for sensitive payment data
• Hint HealthmajorTechnology or IntegrationIntegration with Hint OS Health for automated subscription billing and syncing patient data between platforms for DPC practices
• ActiveCampaignmajorTechnology or IntegrationEmail marketing and marketing automation integration for automated messaging and patient marketing outreach
• Boston Heart DiagnosticscoreTechnology or IntegrationCardiovascular disease testing lab integration for functional medicine practices
• Cleveland Heart LabcoreTechnology or IntegrationInnovative cardiovascular testing lab integration within Cerbo
• Precision Analytical (DUTCH)coreTechnology or IntegrationDUTCH test integration for hormone and functional medicine testing
• ZRT LabcoreTechnology or IntegrationCLIA certified diagnostic laboratory specializing in hormone and wellness testing
• Doctor's DatacoreTechnology or IntegrationSpecialist in essential and toxic elemental testing integrated with Cerbo
• Freedom Practice CoachingminorImplementation/ SI/ Consulting PartnerPractice management mentorship program empowering healthcare practitioners to build successful practices

Scale indicators8 records

Recent moves6 records

Expansion highlights6 records

Direct 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

• LinkedInlinkedin.com/company/cerbo-llc
• Xx.com/cerbobymdhq
• Facebookfacebook.com/cerbobymdhq

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Cerbo