WealMD vs
Cerbo
For functional and hormone-care practices, both the clinical workflow and total cost matter. Cerbo publishes native AI Scribe, EPCS, functional-medicine integrations and detailed pricing. WealMD documents SOAP notes, clinician-reviewed AI Encounter and prescribing sign-off workflows.
Vendor sources checked October 19, 2026
Editorial disclosure: WealMD publishes this comparison and is one of the products discussed. It uses vendor-owned public sources and WealMD product documentation, not a hands-on audit of the other platform. Availability, plan terms and pricing can change. Ask each vendor to demonstrate your exact workflow and confirm it in writing.
Which platform should you evaluate first?
Cerbo may fit a functional-medicine practice that depends on specialty labs, supplement ordering and a mature direct-pay workflow; it publishes AI Scribe and EPCS details. WealMD merits evaluation for the HRT/TRT intake-to-follow-up workflow described in its product specification. Put the same longitudinal chart and first-year cost model in front of both vendors.
Compare the capabilities that affect your clinic
| Decision point | WealMD | Cerbo |
|---|---|---|
| Practice focus | Outpatient and HRT/TRT workflows documented in WealMD specifications. | Functional, integrative and direct-pay care, including lab and supplement workflows. Cerbo specialty page |
| AI SOAP notes | SOAP/progress templates plus AI Encounter draft documentation, with clinician edit and sign-off. | Native AI Scribe drafts a structured note in Cerbo for provider review and signature. AI Scribe |
| Intake and portal | Custom questionnaires, records and portal forms/consents documented; availability depends on configuration. | Portal forms and questionnaires are published; patient portal is a priced add-on. Pricing and FAQ |
| Prescribing and EPCS | Prescription fields, controlled-substance flags, sign-off tasks and pharmacy routing documented. Do not assume certified EPCS is active. | Cerbo lists eRx/eFax/EPCS for prescribing providers. Check current plan |
| Published pricing | No public WealMD subscription price was verified; request a written quote. | Cerbo lists $281/month for a full-time prescribing provider, a $1,195 setup fee and AI Scribe add-ons starting at $29/provider/month; promotions and eligibility vary. See pricing |
Where each platform may fit
Choose WealMD to evaluate HRT workflows
Show a hormone-care intake, prior-note review, SOAP note, lab-review task and prescription sign-off. AI Encounter should be assessed with clinician oversight. Ask for a detailed quote and deployment-specific feature list.
Choose Cerbo to evaluate functional medicine depth
Cerbo publicly describes specialty lab integrations, supplement ordering, flexible treatment plans and native AI Scribe. For a practice built around those workflows, request a live demonstration and calculate portal, telemedicine, AI and setup charges alongside the base subscription. Functional medicine page · Pricing
A practical evaluation for an HRT clinic
Use a longitudinal chart, not a feature list
Show an initial hormone-care visit and a follow-up several months later. Ask both products to display intake answers, medication history, prior SOAP notes, outside documents, new lab tasks and staff assignments in sequence. WealMD's owner-supplied specification describes those records and queues; confirm the exact configuration available to your team. Cerbo's functional-medicine page highlights specialty labs, supplements and flexible treatment plans—valuable if those are daily work rather than occasional exceptions. Cerbo specialty workflow.
Look closely at AI note boundaries
Cerbo publishes a native AI Scribe that drafts a structured note for provider review and signature. WealMD's AI Encounter similarly requires clinician review of draft documentation. Have each vendor show how source material is captured, how unsupported text is corrected, who can sign, and what remains in the chart. Ask whether recording and AI processing are included in the quoted plan and available in your deployment. Cerbo AI Scribe.
Separate EPCS from ordinary eRx
Cerbo lists eRx, eFax and EPCS for prescribing providers in its public pricing. WealMD's specification describes prescription fields, controlled-substance flags and sign-off tasks; it does not establish active EPCS certification. For a clinic prescribing controlled substances, get the applicable certification, identity proofing, multifactor authentication, pharmacy routing, state coverage and per-prescriber charges confirmed before signing. Cerbo prescribing terms.
Build the first-year budget
Cerbo publishes a full-time prescribing-provider rate, an initial setup fee and AI Scribe add-ons. Confirm current rates, eligibility, portal and telemedicine charges, interface fees, migration and support. WealMD needs an itemized written quote because no public subscription price was verified. A lower base rate can be offset by services a functional clinic actually needs; compare totals for the same users and workflows. Cerbo pricing.
Questions to take to both demos
- Can both vendors demonstrate the same longitudinal functional/HRT chart, including labs and follow-up tasks?
- What consent, review and signing steps apply to AI-generated notes, and is the feature available in our proposed plan?
- How is EPCS enabled for each prescriber, and what certification, identity proofing and extra fees apply to this clinic?
- What is the first-year total after setup, prescribing seats, portal, telehealth, AI notes, migration and support?
Common questions
Does Cerbo have AI Scribe?
Yes. Cerbo advertises a native AI Scribe that drafts a note for clinician review. Check its current add-on terms and whether it supports your note style.
Is WealMD certified for EPCS?
That cannot be concluded from the product specification. Its documented prescription controls are not certification evidence; ask WealMD for deployment-specific written confirmation.
How should a functional clinic decide?
Demonstrate one real longitudinal chart with your specialty labs, supplements, follow-up tasks and prescribing steps in both products, then compare the total first-year quotes.
See your clinic’s workflow in WealMD
Bring a sample intake, visit note and prescribing scenario. Ask which functions are live for your clinic, which require setup, and how clinician review works.
Book a demo →Explore WealMD for BHRT clinics or browse all comparisons.
Sources and method
Vendor features and published prices checked October 19, 2026. WealMD descriptions draw on owner-supplied product specifications that document a staging environment, not independently verified availability in every customer deployment. AI Encounter output requires clinician review and sign-off. No EPCS certification is asserted for WealMD. Commercial and compliance details should be confirmed with each vendor before purchase.