Cerbo integration · United States
We build Cerbo integrations for functional, integrative and direct primary care practices, and for the products that serve them. Cerbo EHR publishes a REST API that reads and writes appointments, patients, encounters and documents, with webhooks and a delta endpoint for keeping systems in sync. We set up the practice credentials, build the connector and keep it inside Cerbo's published limits.
A practice admin creates API credentials in Cerbo and, where possible, limits them to your server's IP address.
Cerbo asks integrators to request a sandbox and test before production.
Webhooks report events and the delta endpoint finds what changed, so large data sets are not re-synced.
The problem
Functional, integrative and direct primary care practices on Cerbo, and the vendors serving them, raise these four problems first.
Patients book on your site, and staff copy every appointment into Cerbo.
Intake questionnaires and diaries sit in email instead of the patient's chart.
The supplement store and Cerbo disagree on what is in stock.
Big nightly syncs run into rate limits and leave records half updated.
Use cases
Four use cases, each shown as the screen your team works in. The people and organizations are fictional; the behavior follows the vendor's published documentation.
Staff copy online bookings into Cerbo and send reminders by hand.
Your booking site reads availability by provider and appointment type from Cerbo, creates the appointment and adds its reminder.
Nightly full syncs hit rate limits and miss changes made during the day.
Webhooks report events as they happen, the delta endpoint catches anything missed, and large loads run off-peak and single-threaded.
The store and Cerbo show different stock, and patients order items that are gone.
Store stock and Cerbo inventory are compared and updated, with low and out-of-stock items flagged to staff.
Intake forms and diaries arrive by email and are uploaded one by one.
Completed forms are added as patient documents on the matching chart, lab orders from Cerbo are shown to the patient, and uncertain matches wait for staff.
First call
The answers decide the route, the timeline and where these projects usually go wrong. You do not need them all before we talk.
Each maps to different Cerbo endpoints.
A practice admin creates them, and they should be limited to your server's IP where possible.
Cerbo asks integrators to test there before production.
Large loads must run off-peak and single-threaded.
Webhooks are configured per action in Cerbo.
Name, date of birth and email rules decide when a record is created or held.
Cerbo stays the billing record; we read charges rather than rewrite them.
A repeatable setup checklist matters most at scale.
The short answer
Yes. Cerbo EHR publishes REST API documentation covering appointments, availability, reminders, patients, encounters, documents, charges, inventory, health maintenance and Quest orders, with create, update and delete operations on many of them. Calls use HTTP Basic authentication with credentials a practice admin creates, against the practice's own Cerbo host. Cerbo supports webhooks for many events and a delta endpoint for finding changes. Its guidance asks integrators to request a sandbox, avoid multi-threaded requests and schedule large transfers off-peak, after 5 PM Pacific or before 8 AM Eastern, because rate limits differ by endpoint. Use is subject to Cerbo's MSA and EULA.
Cerbo API
From Cerbo's API documentation (docs.cer.bo), read in October 2026. Endpoints change, so we confirm the current list during discovery.
| Area | Operations documented | Typical use | What to plan for |
|---|---|---|---|
| Appointments and availability | List, create, get, update and delete appointments; availability by provider and type; email and SMS reminders; appointment types | Online booking and scheduling tools | Availability rules per provider; avoid empty updates |
| Patients | List, create, get, update, archive and search patients; allergies; extended details | Intake, engagement and research tools | Matching rules before creating a patient |
| Encounters and documents | Create encounters on the chart, get and delete encounters, list and add patient documents | Visit notes, forms and results from other tools | Encounter types and who signs |
| Charges and inventory | Charges, charge definitions, estimated patient charges; inventory list, create and update | Memberships, supplements and dispensary products | Billing ownership stays in Cerbo |
| Labs | Quest Diagnostics orders submitted from Cerbo and their requisition documents | Lab tracking and patient education | Read only for these orders |
| Change tracking | Deltas endpoint and configurable webhooks | Keeping systems in sync | Off-peak bulk loads and endpoint-specific rate-limit locks |
Cerbo's documentation also shows how to build HL7 ADT or DFT messages from its API for insurance workflows. We use that pattern when a billing system needs HL7.
What we build
Pick the workstreams you need. Each one ships with a specification, sandbox tests and an owner.
Patients searched before they are created, created or updated from your product, and archived records left alone.
Patients · search · create · update
Availability read by provider and appointment type, appointments created and updated, and reminders added.
Appointment availability · appointments · reminders
Forms, results or summaries from your product filed as documents or encounters on the right chart.
Encounters · patient documents
Charges and estimated charges read for reporting, and inventory items kept in step with a dispensary or supplement product.
Charges · inventory
RCM integration →Webhook receivers for events, plus delta calls that catch anything a webhook missed, scheduled off-peak for large loads.
Webhooks · deltas · single-threaded calls
Rate-limit aware retries, alerts on failures and redacted operational logs.
Retry rules · alerts · runbook
Integration monitoring and support →Buyer decisions
Cerbo's own API covers most needs. Use the others only where it does not.
| Option | Best fit | Strengths | What to plan for |
|---|---|---|---|
| Cerbo REST API | Booking, intake, documents, inventory and sync | Documented reads and writes, webhooks and deltas | Practice credentials, sandbox, rate limits and off-peak bulk work |
| No-code connectors | Simple one-way automations | Quick to start | Limited mapping and error handling |
| Exports | One-time migrations | No build | Manual steps and no ongoing sync |
| Login-based automation | A gap the API does not cover | Works where the API stops | Cerbo's terms, the practice's written authorization and strict controls |
Integration boundaries
We write the split down before the build starts.
Creates and owns the API credentials, approves the data your product uses and decides which events trigger webhooks.
Owns the API, its limits and its terms of use under the MSA and EULA.
Owns what your product does with Cerbo data.
Connectors, webhook receivers, delta sync, retries and alerts. Defects in this layer are ours to fix.
A BAA is available for agreed work involving PHI. We work inside our ISO 27001:2022 certified management system, encrypt data in transit and at rest, keep credentials in a vault and keep raw payloads out of operational logs.
Deliverables
Everything lands in your repository and your runbook.
Which Cerbo endpoints serve each workflow, with field maps.
API client, webhook receivers and delta sync, with practice settings kept out of the code.
Credential creation, IP restriction request and webhook setup.
Sandbox runs, alerts and support steps.
Delivery phases
Initial planning estimate: 4 to 8 weeks to a first live practice, subject to sandbox access and practice setup. We confirm a release plan after discovery.
Weeks 1 to 2
Workflows mapped, sandbox and credentials requested
Weeks 2 to 5
Connector, webhooks and delta sync built and tested
Weeks 4 to 7
First practice connected, data checked with staff
Weeks 5 to 8
Live sync, monitoring on, checklist handed over
Cost drivers
Use the scoping call to pin down the workflow, the access you need and what goes into a scoped proposal. These are the factors that move cost.
Each workflow, such as booking, documents or inventory, adds mapping and tests.
Heavy writes need more careful rate-limit handling.
Existing patients in both systems need matching rules.
A repeatable setup checklist matters most at scale.
Monitoring and on-call support are priced per connection.
Proof
Client names are withheld. These published guides show how we approach EHR API work; they do not prove Cerbo approval or a live Cerbo integration.
How EHR APIs differ in reads, writes and events, and what that means for a product serving several EHRs.
Read the guide →How we decide between APIs and login-based automation, and the controls each needs.
Read the guide →The transactions that sit next to a practice API when insurance billing is involved.
Read the guide →We are ISO 27001:2022 certified and sign Business Associate Agreements for work that touches patient data.
FAQ
Yes. Cerbo EHR publishes REST API documentation covering appointments, patients, encounters, documents, charges, inventory, labs and more, with webhooks and a delta endpoint.
With HTTP Basic authentication using credentials a practice admin creates in Cerbo, sent to the practice's own Cerbo host. Cerbo can restrict API access to a static IP address on request.
Yes. Cerbo documents create, update and delete for appointments, and create, update, archive and search for patients.
Yes. Cerbo's documentation describes webhooks that can be configured for many actions, so your application is notified when those events happen.
Use Cerbo's delta endpoint to find what was added, removed or changed in a time period, and webhooks for events. Cerbo asks integrators not to re-sync large data sets that may already be cached.
Yes. Cerbo says limits differ by endpoint and that single-threaded requests rarely trigger a lock, except for credential checks and endpoints that send emails. Large transfers should run after 5 PM Pacific or before 8 AM Eastern.
Yes. Cerbo asks integrators to request a sandbox environment and test before deploying to production.
Often yes. Cerbo's API covers patient documents, inventory and Quest orders submitted from Cerbo. We map your product's data to those endpoints during discovery.
Yes. This page covers Cerbo, the EHR for functional, integrative and direct primary care practices, not products with similar names.
Our initial planning estimate is 4 to 8 weeks to a first live practice, depending on sandbox access, the workflows and practice setup.
Cost depends on the workflows, write volume, patient matching, how many practices you add and the support level. After a scoping call we send a scoped proposal with the access dependencies listed.
Next step
Tell us what your product needs from Cerbo. An engineer replies with the endpoints for each workflow and the practice setup steps.
Start with your workflow
Share the workflows, the number of practices and your target date. Use de-identified examples only. Read by an engineer, answered within one business day.
