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Cerbo for Med Spa

Med Spa practice websites for Cerbo that protect the portal handoff

Cerbo is built for clinical operations, not a full marketing site. We keep seeing weak top-of-funnel pages dump vague requests while the real onboarding should start in Cerbo's hosted Patient Portal. This pattern qualifies non-clinical intent on your site, then hands off to the portal for registration, intake, and scheduling your policies already govern, which turns the website into a handoff delay.
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Patient Portal handoff
HIPAA-aware routing
Portal-first implementation
Cerbo handoff
Med Spa intake

Problem / Fix

What is broken on most med spa sites before Cerbo

People visit the site, look around, maybe click a treatment page, and then disappear before we ever get them into a consult.

What breaks first

What is broken on most med spa sites before Cerbo

We are frustrated that consult types, contraindications, and package paths get flattened into one contact box, so coordinators replay the same triage questions. The booking system can host the visit, but only after marketing asks the right non-clinical questions.

Cost of delay

A weak handoff can cost the consult window, the package upgrade, or the guest who needed a clear next step tonight.

Industry context lives at /for/med-spa.

What the connected website changes

What a Cerbo-connected website does instead

The marketing site explains services, membership or visit framing, and trust signals, then routes ready prospects to Cerbo's secure Patient Portal via button or link (iframe is sometimes used for scheduling). The site captures service category, new vs returning guest, location, and general goals as marketing-safe triage, then hands off into the portal scheduling and intake. Keep clinical detail and photos in governed intake or charting workflows—not in unsecured marketing fields.

Native path

Add clear Patient Portal or booking buttons that link to your clinic's Cerbo-hosted portal URL. Intake, payments, and chart-bound steps complete inside Cerbo's environment.

API or managed intake

Cerbo does not publish a verified public REST or GraphQL API for custom marketing-site record sync. Headless registration on the public domain is not a documented pattern.

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Connection patterns

How the connection works

These patterns should read like operating choices, not generic feature boxes.
Native-firstSource

Portal button or deep link

The website sends prospects to the Cerbo Patient Portal where account creation, intake, and scheduling follow clinic-configured workflows.

When to use

Use when you want the documented secure path without custom server integrations.

More controlSource

Hybrid: qualify on site, register in Cerbo

The site captures marketing-safe segmentation, then passes only the handoff into the portal so coordinators see cleaner context.

When to use

Use when wrong-fit patients waste clinician or desk time.

Intake design

What the website captures before Cerbo for med spa

Marketing-safe triage on the public site; PHI and clinical history belong in Cerbo portal steps or governed clinical workflows.

Field

Service category

Injectables, laser, and body treatments need different prep and routing.

Field

New or returning guest

Determines onboarding vs direct book paths.

Field

Location or provider preference

Multi-site med spas need routing before the calendar opens.

Field

Timing or event hint

Bridal or travel windows signal urgency without clinical narrative.

Field

Preferred contact window

Shows urgency when booking is not instant.

Field

Contact details

Gives the team a clean way to respond without rebuilding the same basics.

Diagnostic preview

We usually find 3 Cerbo handoff leaks on med spa sites.

  • We are frustrated that guests paste sensitive details into generic marketing forms.
  • We are frustrated that consult vs treatment appointments are not separated at capture.
  • We keep running into this: the website does not capture enough med spa context before the handoff.
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Workflow path

Typical med spa + Cerbo workflows

The point here is to show readers how a lead moves, not bury them in another generic list block.
within week

New patient onboarding

  1. Trigger

    A prospect decides to become a patient and clicks through from the website.

  2. Capture

    The website captures intent segments before the portal handoff.

  3. Platform handoff

    Registration, intake, and scheduling continue inside the Cerbo Patient Portal.

same day

Returning patient scheduling

  1. Trigger

    An established patient books a follow-up.

  2. Capture

    The site confirms returning status and general timing preference.

  3. Platform handoff

    The portal enforces the clinic's scheduling and charting rules.

planned

Membership or cash-pay program touchpoint

  1. Trigger

    A patient moves through a continuity or package program.

  2. Capture

    The website routes framing so the portal session starts in the right context.

  3. Platform handoff

    Billing and chart updates remain inside Cerbo.

Direct value

Why connect the website directly to Cerbo

These are the operating gains teams get when the website stops dropping context before Cerbo sees the lead.

Cleaner portal sessions

Prospects arrive with visit intent instead of a blank form story.

Stronger compliance posture

Sensitive onboarding stays in Cerbo's hosted environment.

Less desk rework

Coordinators stop rebuilding triage from vague web submissions.

Honest technical scope

The site promises the documented portal handoff, not hidden APIs.

Technical detail

Technical details

Expandable — for ops managers and technical reviewers

Privacy and PHI
Route registration, questionnaires, and payments through the Cerbo Patient Portal. Keep the marketing site out of PHI collection unless your legal and security teams explicitly approve alternate flows.
How authorization works
Cerbo does not provide public OAuth or API keys for custom patient-facing web apps. Patient authentication is handled inside the Cerbo Patient Portal.
How data moves
The public site primarily performs a URL handoff. Data entry, validation, and storage for patient onboarding happen after the user reaches Cerbo's hosted portal.
Documented portal-first boundary
Cerbo publicly documents a REST API, configurable HTTPS webhooks, and portal-based website handoff, but it does not publish a public sandbox. Keep the marketing site focused on routing and education, then send people into the Cerbo portal or an explicitly scoped server-side integration rather than promising ad hoc browser-side sync.

Review the standards language, documented limits, and explicit constraints before you commit to a rebuild.

Open technical trust page

FAQs

Frequently asked questions

Answer the operational objections directly and keep the interaction light.
Does this replace Cerbo?
No. The website improves discovery and qualification before the Cerbo portal session.
Can we embed the full portal in the marketing site?
Some iframe scheduling patterns are described in vendor materials, but white-label parity is limited; prefer explicit portal handoffs unless your implementation team validates layout and compliance.
Is there a Cerbo API for our website?
No verified public API is documented for this use case. Plan around the portal link pattern.
What lands in Cerbo first?
Patient-driven steps inside the portal after your website passes the user into that environment.
Tailored deliverable

See the Cerbo demo tailored to Med Spa

We map how your public pages should qualify intent, then hand off to the Patient Portal without over-promising custom sync.

We review the current funnel, portal entry points, and where PHI should never touch marketing forms.

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Related paths

Keep the research path moving.

Adjacent routes should be obvious next clicks, even if there are only one or two of them.
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