CharmHealth vs Cerbo Comparison: Everything You Need to Know Before Choosing

Cerbo is an electronic health record and patient portal designed for functional medicine, direct primary care and other cash-based or membership practices. Developed by a US company founded with the needs of integrative and concierge practitioners in mind, the product addresses the mismatch between conventional EHR systems, which are built largely around insurance billing and standardised visit types, and the workflows of practices that emphasise extended consultations, extensive laboratory testing, supplements and ongoing patient relationships. Cerbo approaches this by offering a highly configurable platform that supports the documentation, communication and business models of these practices, combining clinical charting with membership management, supplement dispensing and patient engagement tools. The company is also known for placing strong emphasis on customer support and responsiveness to practitioner feedback. Key features include customisable charting templates, detailed health history intake forms and integration with speciality laboratories commonly used in functional medicine, allowing results to flow directly into patient charts with trend visualisation. The patient portal enables secure messaging, appointment booking, form completion, access to lab results and educational materials, as well as online payments. Membership and subscription management supports direct primary care and concierge models, with recurring billing and tracking of plan entitlements. Supplement management and dispensing integrations, including connections with online dispensaries, help practitioners recommend and sell supplements. E-prescribing, telehealth, inventory management and point-of-sale tools support daily operations, while insurance billing capabilities remain available for hybrid practices. Automation features, such as task management and communication workflows, help reduce administrative work. Reporting provides insight into clinical and financial performance. As a cloud-based system, Cerbo is accessible from anywhere. It is aimed at functional and integrative medicine practitioners, direct primary care physicians, naturopaths, chiropractors, concierge practices and other cash-based clinics. Pricing starts from around USD 306 per month; there is no free trial and no permanently free version.