Integration

    Cerbo and Volty

    Functional and direct primary care practices on Cerbo let members book visits from Instagram and WhatsApp and answer membership questions, while health questions stay with the care team.

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    Updated

    A follow-up with her provider

    Hannah wants mid-December. Volty shows Sarah's two openings and books Thursday.

    HS

    hannah.schmidt

    Instagram · Member

    Hi! I'd like to book my next visit with Sarah. What's open mid-December?
    Checked CerboSarah Goldberg, NP · Dec 14 to 18 · free Tue 1pm, Thu 10am
    VoltyHi Hannah, Sarah has these follow-up times in mid-December:

    Sarah Goldberg, NP · Follow-up

    Tue Dec 15, 1:00 pmThu Dec 17, 10:00 am
    Thursday!
    VoltyBooked: Thursday, December 17 at 10am with Sarah for your follow-up.

    Google Calendar

    Sarah Goldberg, NP

    Tue 15

    Thu 17

    9a10a11a12p1p2p3p4p
    VisitsVisits
    Follow-up · Schmidt H.Visits

    What Volty does with Cerbo

    Cerbo is an EHR for integrative, functional and direct primary care practices. Members of these practices message a lot between visits, often on Instagram. Volty reads a provider's availability and appointment types from Cerbo's API, books the visit the member asks for, and answers what a prospective member wants to know before joining: what the membership includes, what it costs per month, and which providers take new members. Everything about a member's health goes to the care team.

    • Booked by appointment type

      Volty uses the follow-up type and length you set in Cerbo.

    • Membership questions from your own page

      Monthly price, what is included and how to join, in your practice's wording.

    • No health advice in the DMs

      If a member starts describing a health concern, Volty says it can't discuss it, offers the next visit, and passes the thread to the care team.

    • Member confirms first

      Nothing is written to Cerbo until the member picks a time.

    Seven clinic staff in scrubs, a fleece and white coats talking as they walk down a hallway.
    Sarah's December follow-up, chosen in an Instagram DM.

    Thinking about joining

    Andre found the practice on Instagram. Volty answers from the membership page and books a meet-and-greet.

    AL

    andre.lewis

    Instagram · Prospective member

    How does the membership work, and is anyone taking new patients?
    VoltyHi Andre, membership is $99 a month and covers unlimited visits and messaging with your provider. Dr. Imani Brooks and Sarah Goldberg are both taking new members. Would you like a free 15-minute meet-and-greet call first?
    Sure, with Dr. Brooks
    Booked in CerboDr. Imani Brooks · Meet-and-greet · Mon Nov 9, 12:15pm
    VoltyDone: a call with Dr. Brooks on Monday, November 9 at 12:15pm. She'll phone the number you give us.

    As an automation

    Describe it to Volty in a sentence; it drafts the automation and an admin turns it on.

    Two-day visit reminders

    1. When

      Every morning

      Automation

    2. Step 1

      Visits two days out

      From Cerbo appointments

    3. Step 2

      Email from the practice

      Your own inbox

    4. Step 3

      Changes go to the front desk

      When a member replies

    A young woman in a sweater reading her phone on a couch at home.
    Jenna confirms Thursday from her couch after the reminder email.

    How Volty connects to Cerbo

    Cerbo has a REST API documented with an OpenAPI spec that covers far more of the practice than scheduling. It uses dedicated API credentials that are separate from staff logins, and an API user can be disabled in Cerbo at any time. Volty's connection is limited to availability, appointment types and patient matching.

    1. 01

      Get Cerbo API credentials

      Your practice requests an API user from Cerbo for this connection.

    2. 02

      Limit the permission profile

      Appointments, availability and patient matching only; the chart stays out.

    3. 03

      Admin approval in Volty

      Our team builds the custom connection and your admin approves it.

    4. 04

      Booking switch

      Starts Off. Most practices set it On with member confirmation.

    The tools Volty gets

    Each one is a switch on the Sources page in Volty.

    • Match a Cerbo member for bookingReads
    • Read provider availabilityReads
    • Create a Cerbo appointmentChanges

    Reading tools can be turned on straight away. Anything that changes Cerbo starts Off, and once on it can be set to check with staff, so each change waits for a colleague.

    Common questions

    Which Cerbo data does Volty read?

    Only provider availability, appointment types and enough of the patient record to match a member and their upcoming visits. Cerbo's REST API covers much more, including messaging and billing, and all of that stays out of the connection. Volty is for scheduling and front-desk questions, not for health records, and does not sign a BAA.

    Does Volty log in to Cerbo as a staff member?

    No. Cerbo issues API credentials that are separate from user logins, tied to an API user with its own permission profile. Our team uses those credentials in a custom connection your admin approves, and you can disable the API user in Cerbo whenever you want to cut access.

    Can Volty answer people who are not members yet?

    Yes. It answers from what your practice writes down: the monthly price, what the membership covers, which providers are taking new members and where you are. It can then book a meet-and-greet call in Cerbo when the person picks a time.

    How much does it cost to connect Cerbo with Volty?

    Every Volty plan includes seats, active contacts and AI credits and starts with a free 7-day trial, and the plan prices are on voltade.com/pricing. Meta bills message charges separately for WhatsApp, Instagram and Messenger.

    Sign up for our 7-day trial. No credit card needed.

    Not convinced? Hear more from our CEO and Volty

    The Leonard and Volty Show · 8 October 2026

    Meta now charges for WhatsApp replies

    Meta now charges for WhatsApp replies. Here's what it means for your business, 8 October 2026