Overview
Cerbo is an EHR and practice management platform designed for direct primary care, concierge medicine, and other membership-based practices.
Use Keragon to connect Cerbo with Balance and bring patient responsibility into a digital-first billing workflow. A configured workflow can send eligible patient and balance data to Balance, deliver digital statements by text and email, automate follow-up, and support payment-status or posting workflows when the available Cerbo actions permit it.
Exact triggers, actions, and data mappings depend on your Cerbo configuration and connector permissions. Contact Balance to confirm the workflow for your practice.
