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Once a charge is in your master charge list (click for help with adding to or editing your master charge list) Charge can be added to a patient's acco...

Overview Charges and payments can be applied to the patient's account both from inside an encounter note and, for non-visit related charges, directly ...

To edit or add to your master charge list, go to Admin > Manage > Charge List. Existing charges can be sorted by any column by clicking on the col...

Generate a printable, faxable billing statement for a patient account from the Billing History by clicking on Print Statement in the upper right-hand corner...

You can add a standard discount into your system, which can be assigned to charges as needed. Discounts can be percent discounts, dollar amount discounts, ...

Overview Follow the steps below to issue a refund to the patient's credit card for payments processed via their chart in Cerbo. NOTE that you will do...

To refund a patient's payment that was NOT processed through MD HQ, e.g., a payment made in cash, by check, or via a separate (non-integrated) payment...

Overview You can generate an Insurance Invoice ("superbill") or Service Receipt for a patient at the point of payment (generally preferred workf...

Anyone who accepts recurring payments in their practice (such as DPC or concierge membership fees) can have recurring subscription payments that run auto...

Overview You can invoice a group or corporate account for patients' subscriptions and/ or specific charges. This is most commonly used by DPC practic...