AI Receptionist for Cerbo EHR
Cerbo powers functional medicine, direct primary care, and cash-based practices as the "brain" of the clinic. MedReception AI handles the phone edge — answering every call instantly, automating Cerbo scheduling, and delivering Chart Parts–ready summaries so your care team focuses on patients, not callbacks.
Also searched as Serbo EHR — MedReception AI supports all Cerbo-integrated practices regardless of spelling.
24/7
answer coverage
Every Cerbo-linked phone line answered around the clock.
2–4 wks
typical rollout
Workflow mapping to production for many Cerbo practices.
35+
guide pages
Commercial page plus dedicated Cerbo hub and child workflows.
1 · Where Cerbo phone workflows break
The four phone gaps that cost Cerbo practices patients and revenue
Membership calls land in voicemail
DPC and cash-pay practices can't afford to miss new member inquiries. Every unanswered call is a lost subscription — and Cerbo can't capture what the phone never logged.
IV & BHRT scheduling takes too many clicks
Scheduling an IV drip or hormone consult requires provider matching, prep instructions, and supply confirmation. Staff spend 6–10 minutes per call doing what AI can do in 45 seconds.
Functional medicine intake is complex
New patients need to complete intake questionnaires before their first visit. AI can capture the trigger — chief complaint, membership interest, referral source — and push them to the Cerbo portal immediately.
After-hours gaps break care continuity
Functional and integrative medicine patients often have urgent questions about supplements, labs, or protocols outside business hours. Without AI coverage, those calls become morning pileups.
2 · What MedReception AI does inside Cerbo
AI reception built for Cerbo workflows
Intake
Cash & Membership Intake
AI captures visit intent, membership tier interest, insurance (or self-pay) status, and chief complaint in one call — then routes to the right provider or care coordinator queue inside Cerbo.
Documentation
Chart Parts–Ready Summaries
Every call produces a structured summary aligned with Cerbo's Chart Parts templates. Staff paste directly into telephone encounters or tasks — no retyping, no sticky notes.
Scheduling
Cerbo Scheduling Integration
AI mirrors your Cerbo appointment types — whether that's a new-patient consult, IV drip session, BHRT follow-up, or aesthetics treatment — and either books directly or hands staff a pre-filled queue item.
Coverage
24/7 AI Answering for Cerbo Practices
Functional medicine and DPC patients expect white-glove access. AI answers every call instantly, triages after-hours urgency, and logs every contact in Cerbo before staff arrive in the morning.
3 · Practice types
Built for every Cerbo practice model
Cerbo serves practices that don't fit the traditional insurance-heavy mold. MedReception AI is tuned for the same audience — high-touch, patient-centered, and often membership or cash-based.
Functional & Integrative Medicine
Complex intake, lab follow-ups, supplement protocols — AI structures every call for Cerbo Chart Parts.
Direct Primary Care (DPC)
Membership inquiries, same-day access requests, and after-hours care — all answered and logged without extra headcount.
IV Therapy & BHRT
Procedure scheduling with prep instructions, contraindication capture, and supply-check hand-offs to coordinators.
Medical Spas & Aesthetics
Treatment booking, consultation intake, and follow-up scheduling — routed to the right provider in Cerbo.
Cash-Based Practices
Self-pay intake, transparent pricing read-backs, and membership conversion capture from the first call.
4 · Cerbo integration
How MedReception AI connects to Cerbo
We sit at the phone edge — answering before your first ring goes to voicemail — and push structured data into Cerbo so nothing requires manual retyping. Cerbo's 60+ partner ecosystem stays untouched; we add the phone layer it was missing.
- Routes calls by provider, visit type, and membership tier so the right person sees the right request
- Structures call summaries for Cerbo Chart Parts — captures chief complaint, visit reason, and callback details as discrete fields
- Pushes new-patient contacts to the Cerbo portal intake queue with a pre-filled summary so questionnaire completion happens before the appointment
- Handles IV, BHRT, and aesthetics appointment requests with prep-instruction read-backs and confirmation SMS (no PHI)
- Logs supplement consult and refill requests into Cerbo tasks so care coordinators have same-day visibility
- Supports after-hours triage for functional medicine protocols — escalates red-flag symptoms, logs routine questions for the morning digest
- Connects to 60+ Cerbo partner integrations via structured hand-off summaries for labs, pharmacy, and telehealth
Integration timeline is typically 2–4 weeks from workflow mapping to production — faster for practices already using Cerbo's API or webhook capabilities.
5 · What Cerbo practices achieve
Results for Cerbo AI answering deployments
- 25–35% reduction in live front-desk call volume within 30 days — common for DPC and functional medicine practices switching to AI answering
- New patient onboarding starts during the call — AI captures intake context and triggers the Cerbo portal invitation before the call ends
- Zero missed IV or BHRT scheduling calls during peak hours — every slot request reaches a human-reviewed queue
- After-hours coverage that matches your membership model's service promise — patients get a real answer, not a voicemail
- Structured Cerbo documentation for every call — abandonment, handle time, and referral conversion become measurable metrics
6 · Cerbo resource stack
Explore the full Cerbo silo
Hub
Cerbo Silo Hub
All Cerbo integration guides, playbooks, and workflow blueprints in one place.
Open →Demo
Live Cerbo Workflow Demo
Walk through your actual Cerbo schedule with our team on a live call.
Book now →Integration
Cerbo Integration Details
Technical overview of how MedReception AI connects to Cerbo EHR.
Open →7 · Next step
Show your Cerbo team the live workflow
Bring your Cerbo admin and practice manager. We'll run your actual call types through MedReception AI — membership inquiries, IV scheduling, functional medicine intake — and deliver a rollout checklist built for your practice model.