Cerbo is an established EHR for functional, integrative and cash-based practices, with deep lab menus, dispensaries and treatment protocols. Wellpro is AI-native and outcome-native: every lab, supplement and therapy is tied to the goal it serves, and the plan adjusts between visits.
Let’s talkIf you want an established EHR with deep functional lab menus, dispensary integrations and treatment protocols for IV, injection and hormone therapies, and you don’t need a living care plan that ties each intervention to the outcome it is meant to move and adjusts between visits.
If you want a living care plan that ties every intervention to the outcome it is meant to move. The plan adjusts between visits as labs, wearable data and patient check-ins come in, with your clinicians approving each change. Your team sees what is working in Wellpro, and your patients see their progress in Thrive. Flows turn your protocols into care pathways that AI agents run, with memberships and billing in the same record. Built for functional, integrative, longevity, precision, concierge and direct primary care. Practices that bill insurance can start alongside their current system now.
Every health record is built around something. Cerbo, founded in 2010, is built around the visit. Its Chart Parts templates make notes, diagnoses, lab panels and charges fast to add, and its protocols lay out treatments like IV therapies, injections and hormone pellets. More than 5,000 practitioners use it. In December 2025, Cerbo and OptiMantra announced their merger under a new CEO, and in August 2026 Cerbo launched a native AI scribe, which it calls the first phase of its AI plans.
Wellpro is built around the patient’s goals. We call this outcome-native. Each patient’s goals map to clinical goals. Each clinical goal carries the actions that serve it, like labs, prescriptions, supplements, therapies and referrals, and the measures that show whether it is working: lab markers, wearable data and what the patient reports. The care plan is the center of the record, and the membership is built around it.
That plan stays alive between visits. As results, wearable data and check-ins come in, Wellpro suggests changes to the plan and your clinicians approve them. Thrive, the patient app branded for your practice, shows each patient today’s steps and their progress toward each goal.
A good visit note records the care. Moving each patient toward their goal is the job.
Wellpro started in October 2024 and was designed AI-native and outcome-native from the ground up.
Cerbo’s protocols standardize what you give: the IV series, the injection schedule, the supplement stack. In Wellpro, every one of those treatments sits on the plan next to the goal it serves and the measures that track it. When the labs, the wearable data or the patient’s check-ins say something is or isn’t working, the plan suggests the next step and your clinician decides.
With Flows and Care Orchestration, your practice builds its own care pathways and clinical and admin workflows by describing them in plain language: a new-member onboarding sequence, a 12-week retest cadence, an IV series check-in, a renewal process. Wellpro’s AI agents carry out each step for every patient it applies to: sending messages, queuing orders for approval, scheduling follow-ups and flagging what needs a clinician. Your team steps in where judgment is needed.
Membership revenue is the business model for most of the practices we serve, so Wellpro runs it in the same record as the chart and the care plan.
Monthly, quarterly or annual memberships, fixed-term programs paid in full or as a deposit plus installments, prepaid packages, à la carte services and included services with rollover and expiry.
One guarantor, age-based pricing and a family maximum, with each member’s balance kept separate.
The plan, a personal price, your agreement, forms and payment in one link. The membership turns active when the patient signs, pays and finishes their forms.
Charges on schedule, automatic retries and card-update links, pause, resume and cancel under your agreement terms.
Cards, HSA and FSA cards, Apple Pay, Google Pay and bank debit. Your practice is the merchant, payments pay out to your own bank, Stripe is built in, and Wellpro can work with other merchant services and processors.
Monthly recurring revenue, active members, churn, past-due balances and aging, renewals, and payouts reconciled to every charge.
When the care plan calls for it, turn it into an offer: a program, a membership with included services or a package, priced from your own catalog.
Employer billing, insurance claims and Wellpro AI billing reports.
Insurance billing and claims are coming to Wellpro, and we are building them with a small group of primary care and specialty practices. If you bill insurance today, your clinicians can work in Wellpro for charting, care plans and follow-up while your current system keeps handling claims. Tell us how you bill, and we will talk about working together.
We move you over with white glove migration, setup and training. We move all of it: records, labs, documents, appointments, members, plans, protocols, configurations and workflows. We set up your care plans and memberships, and train your team. Most practices are live in weeks. Your protocols stay private to your practice, and patient data is never used to train AI models.
One built around the outcome the patient is paying for. Wellpro connects each patient’s goals to a living care plan, tracks progress between visits in a branded patient app, and runs memberships and programs in the same record.
Cerbo was founded in 2010, and its native AI scribe launched in August 2026, which Cerbo describes as the first phase of its AI plans. Wellpro started in October 2024 and was designed AI-native and outcome-native from the ground up. The five questions above are a fair way to compare any two systems.
AI-native describes how the software is built. Outcome-native describes what it is built around: each patient’s goals, the actions that serve them and the measures that show whether they are working. Wellpro is both.
Cerbo offers custom protocols for IV therapies and other treatments, and a Wellness Plan tracker. In Wellpro, each patient goal maps to clinical goals, each with its actions and measures, and the plan updates as results, wearable data and check-ins arrive between visits.
In December 2025, Cerbo and OptiMantra announced their merger under a new CEO, Jeff Hindman, with plans to expand AI, CRM and payments. Practices weighing either product can use the five questions above to compare them with Wellpro.
Yes. With Flows, you describe a care pathway or a clinical or admin workflow in plain language, and Wellpro builds it. Wellpro’s AI agents then carry out each step for every patient it applies to, such as sending messages, queuing orders for approval, scheduling follow-ups and flagging what needs a clinician. Your team steps in where judgment is needed.
Yes. Wellpro includes charting, an ambient scribe, care plans, orders, e-prescribing, labs, messaging, telehealth, Thrive and memberships and billing in one system. We move your records, protocols, members and plans, configurations and workflows.
Yes, alongside your current system. Insurance claims are coming soon to Wellpro. Today, your clinicians can work in Wellpro while your current system keeps handling claims, and Wellpro exports superbills and CMS-1500 forms from the signed note.
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