Cerbo EHR · Clinical

Cash-Based Practice AI Receptionist for Cerbo

Self-pay intake, pricing transparency, and membership conversion capture for Cerbo cash-based clinics.

Section 1

Cash-based practices need a different intake model

Cash-pay and self-pay practices don't verify insurance — they verify commitment. The intake call needs to capture visit intent, payment willingness, and service fit before any scheduling happens.

MedReception AI handles cash-based intake with scripts that are transparent about pricing, clear about what's included, and designed to convert inquiries into booked appointments.

Section 2

The cash-pay intake flow

AI captures the service inquiry, explains the relevant service and price point using your approved script, answers the most common pricing objections (with pre-approved responses), and routes to scheduling if the patient is ready to book.

For patients who aren't ready to book, AI captures name, contact, and interest level for a coordinator follow-up — creating a lead record in Cerbo rather than a lost call.

  • Service inquiry: what are you looking for, have you been to a practice like ours before
  • Price transparency: AI reads your approved pricing script — no surprises, no upsell pressure
  • Common objections: cost, what's included, how long until results — pre-approved responses
  • Ready to book: AI books directly or routes to coordinator for complex scheduling
  • Not ready: lead capture — name, contact, interest level logged to Cerbo as a task

Section 3

Membership conversion from inquiry calls

For cash-based practices transitioning to a membership or subscription model, AI inquiry calls are the highest-conversion channel. A caller who has already dialed and engaged is far more likely to become a member than one receiving outbound marketing.

Configure AI to offer membership context during every relevant intake call — not as a hard sell, but as a value-add mention that a coordinator can follow up on.

Ready to implement this for your Cerbo practice?

Book a demo and we'll walk through your specific Cerbo workflow — scheduling rules, Chart Parts templates, and after-hours coverage — and show you exactly how MedReception AI handles it.

Cash-Based Practice AI Receptionist for Cerbo | MedReception AI | Medreception AI