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Cerbo

Integration

EHR & Practice Management
Cevi AI Agents Integrations Background
HIPAA CompliantNo Code RequiredReal-Time Sync

Cerbo Integration — Connect Your EHR to AI Workflows

Let Cevi's AI agents handle scheduling, intake, billing, and messaging — so your Cerbo workflows run without staff lifting a finger.

Let Cevi's AI agents handle scheduling, intake, billing, and messaging — so your Cerbo workflows run without staff lifting a finger.

1
Triggers
21
Actions
25+
API Endpoints

No-code AI automation

HIPAA, GDPR, and SOC 2 compliant

Visual workflow builder

Full audit trails and access controls

300+ apps, 50+ EHR integrations

Free pilot available

Join hundreds of medical practices automating their operational workflows with Cevi

Join hundreds of medical practices automating their operational workflows with Cevi

Explore Cerbo triggers and actions

Cevi supports 1 Cerbo triggers and 21 actions

Cerbo
Generic trigger
Manually set up a webhook trigger in your Cerbo dashboard
trigger
Cerbo
Get tasks
Retrieves a list of tasks
action
Cerbo
Update task
Updates an existing task
action
Cerbo
Get appointments
Gets a list of appointments
action
Cerbo
Get tags
Fetches all tag definitions from the master tag list
action
Cerbo
Update patient
Updates a patient
action

Cerbo API Capabilities

25+ API endpoints. API Key authentication. Real-time webhooks.

View official API documentation
API Endpoints
25+
Authentication
API Key
FHIR
Webhooks
Yes ✓

Patient Management

  • Patient CRUD
  • Patient search
  • Demographics
  • Insurance info
  • Patient portal access
  • Custom fields
  • Document management

Scheduling

  • Appointment CRUD
  • Provider availability
  • Appointment types
  • Online scheduling

Clinical

  • Encounters/charting
  • Lab orders/results
  • Prescriptions
  • Supplements/dispensary
  • Custom forms/questionnaires

Billing

  • Billing/invoicing
  • Payment processing
  • Insurance claims
  • Superbills

Build your Cerbo automation with AI

Describe what you want in plain English. Cevi’s AI builds the workflow.

Cerbo

About Cerbo

EHR & Practice Management

cerbo

View API documentation

Quick Facts

CategoryEHR & Practice Management
AuthAPI Key
Endpoints25+
FHIR
WebhooksYes ✓

Frequently asked questions

Yes. Cevi is fully HIPAA-compliant with encryption at rest and in transit, access controls, audit logging, and signed Business Associate Agreements (BAAs) for every healthcare customer.
Most Cerbo workflows can be configured in minutes using Cevi's no-code builder. Complex multi-step automations typically take under an hour. Our team provides hands-on implementation support.
Absolutely. Every workflow is fully customizable — you control the triggers, actions, data mappings, conditional logic, error handling, and scheduling. Build exactly what your practice needs.
Cevi includes built-in retry logic, error handling, and queue management. If a connection fails, workflows automatically retry and alert you. No data is lost.
Yes. Cerbo supports webhooks/event subscriptions, which Cevi uses to trigger workflows instantly when data changes — new patients, appointment updates, lab results, and more.
Yes. Cevi supports both reading data from Cerbo (patients, appointments, documents, etc.) and writing data back (creating patients, booking appointments, uploading documents). It's a true two-way integration.
Patient management, scheduling, billing, clinical documentation, insurance verification, lab orders, prescription workflows, messaging, and more. See the full trigger and action list above for complete coverage.

Ready to automate your practice?

BAA on all plans
SOC2 Type II security
HIPAA compliant
99.9% uptime SLA
HIPAACOMPLIANT
SOC 2TYPE II