Cerbo and OptiMantra, two long-established providers of electronic medical record and practice management software for health and wellness clinics across the United States, have formally merged, uniting their product ecosystems, teams and technology under a shared strategy aimed at accelerating innovation, strengthening customer experience and expanding market reach.
As part of the combination, the companies have appointed technology executive Jeff Hindman as Chief Executive Officer to guide the next phase of growth.
The merged organization will serve millions of patients annually and plans to enhance capabilities across integrative and functional medicine, direct primary care, concierge practices, behavioral health, IV therapy, and injectable treatment clinics, and additional wellness-focused specialties. The companies said the merger reflects their commitment to creating more powerful and intuitive tools for clinicians, including AI-based features, expanded CRM capabilities, and upgraded payments functionality.
Leadership from both companies emphasized that the integration builds on years of collaboration and customer-centric development. Founders and senior executives from Cerbo and OptiMantra will remain deeply involved in product development, customer relationships, and organizational culture as the combined entity scales.
The companies said the merger will accelerate technological advancement by enabling teams to collaborate more widely across engineering, product, customer success, and innovation. By aligning complementary strengths, the merged platform aims to deliver more efficient workflows, enhanced patient engagement tools, expanded integrations, and more robust administrative and billing solutions.
Cerbo and OptiMantra will continue to offer their suite of software capabilities, spanning online scheduling, telehealth, labs, billing, integrated payments, patient messaging, customizable charting, inventory management, and insurance functionality. The combined company said its mission remains focused on empowering modern health and wellness practices with technology that improves operations, supports growth, and enables better clinical outcomes.
KEY QUOTES
“Cerbo and OptiMantra each have deep roots and strong reputations within specialty EMR and practice management. My focus is on accelerating innovation, enhancing customer experience and ensuring that providers are equipped with the tools they need to grow and provide the best patient experience. We remain laser-focused on the unique needs of this market.”
Jeff Hindman, Chief Executive Officer
“This merger allows us to build on what has made Cerbo successful while positioning the company for its next stage of growth. As we merge with OptiMantra, we have the opportunity to evolve thoughtfully and invest in our people, enhance our product and stay true to our mission of helping practitioners change healthcare for the better.”
Jonathan Dunn, Former Chief Executive Officer of Cerbo
“Our focus has always been on serving our customers and continuously improving our technology to meet their needs. Joining together with Cerbo will help both teams grow stronger while maintaining the passion and customer-first approach that defined OptiMantra.”
Akhil Singh, Founder of OptiMantra
