Dezy It + Cerbo: AI Voice Agent for Cerbo EHR Practices

Cerbo is the EHR of choice for a specific kind of practice: functional and integrative medicine, direct primary care, concierge, wellness, and cash-pay aesthetic clinics that want a flexible, patient-centered system instead of a rigid hospital platform. If you run on Cerbo, you built your practice around relationships and a high-touch patient experience. That is exactly why a missed call costs you more than it costs almost anyone else.

The phone is where a high-touch model leaks

In a cash-pay or membership practice, every inbound call is a high-value prospect or an existing patient you have invested heavily in keeping. There is no insurance volume padding the numbers. A single new concierge member or a course of aesthetic treatments can be worth thousands, and those callers expect the same personal attention on the phone that you deliver in the room.

Here is the problem. Cerbo runs your charts, your scheduling, and your billing beautifully, but no EHR answers the phone. When your small, focused team is with a patient, the call goes to voicemail. And for a practice whose entire promise is attentiveness, a voicemail box is a broken promise. Across medical practices roughly 15% to 30% of calls go unanswered during business hours, and about 70% of callers who reach voicemail never leave a message. In a high-touch model, those are not just missed calls. They are the exact opposite of the experience you sell.

What Dezy It + Cerbo means

Dezy It's AI voice agent, DIVA 360, sits on top of the practice you already run on Cerbo. It does not replace your workflow and it does not ask your team to learn a second system. It answers the phone, the way your best team member would if they were never busy.

The 24/7 AI voice agent answers every call on the first ring, on every line, day and night. It books directly into your Cerbo schedule with the correct visit type and provider. It handles the routine questions, hours, location, prep, "am I a candidate for," instantly and warmly. It qualifies new leads and captures their details so nothing has to be re-asked. It sends reminders and confirmations automatically, which is how no-shows fall. And when a call genuinely needs a person, it hands off fast, in live practices in under ten seconds, with the context already gathered.

Built for the practice Cerbo serves

The reason this matters for Cerbo practices specifically is tone. A concierge prospect deciding whether to pay a membership fee, or a wellness patient nervous about a first aesthetic treatment, is judging you from the first hello. A generic answering service or a phone tree undercuts everything your model stands for. DIVA is built to conduct that first conversation with warmth and to get the right patient booked, not to clear a queue. It protects the experience that made Cerbo the right EHR for you in the first place.

On privacy, which cash-pay and concierge patients care about acutely: Dezy It is HIPAA compliant and will sign a BAA, and it applies the same data-handling discipline to every call. Our guide on whether AI voice is safe for patient calls covers the detail.

The proof from real practices

Across live Dezy It deployments, the pattern is consistent. A wellness clinic in Florida reached 100% inbound call coverage and a roughly 30% lift in bookings, with a 4.1 out of 5 patient satisfaction rating on AI-handled calls. A dermatology institute in Pennsylvania handled 7,578 calls and booked 793 appointments, capturing roughly $20,000 or more in patient revenue every two weeks. Most practices that start with a pilot convert to paid, and nearly all expand their use over time.

If you want to size your own opportunity first, our post on the real cost of missed calls gives you the math to run against your patient values, which in a cash-pay practice tend to be high.

Going live with Cerbo

Getting started is faster than most teams expect and it does not disturb your Cerbo setup. A typical rollout runs a few weeks: we connect DIVA to your Cerbo schedule and map your visit types and providers, configure it to your services, pricing ranges, and escalation rules, run a supervised go-live on real calls, then move to full operation. The buyer's guide to AI voice agents walks through the plan, and you can see the full list of EHRs Dezy It works with.

Want to hear how DIVA would handle your Cerbo practice's phones?  Book a 15-minute demo and we will run it against your own call scenarios.

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