Billing in Cerbo

Add Charge to Patient's Account
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 acc...
Thu, 6 Apr, 2017 at 10:45 AM
Add and Allocate Payments and Credits
To add a payment, click the Add Payment button in the + Add Charge/Credit popup. If the patient has available credits in his or her account, you can allocat...
Tue, 20 Oct, 2015 at 2:25 PM
Manage a Patient's Charges and Payments
Right-click on a charge in the Billing block or the Billing History pop-out to (1) delete, (2) edit, (3) refund, or (4) if the charge was added in an encoun...
Tue, 5 Dec, 2017 at 9:21 AM
Add to or Edit Master Charge List
To edit or add to your master charge list, go to the Admin drop down menu and select Manage and then Charge List. Existing charges can be sorted by a...
Thu, 6 Apr, 2017 at 9:46 AM
Billing Statement
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...
Tue, 20 Oct, 2015 at 2:35 PM
Add Discounts
You can add a standard discount into your system, which can be assigned to charges as needed. Discounts can be percent discounts, dollar amount discoun...
Fri, 23 Oct, 2015 at 3:03 PM
Refund a Credit Card Payment
To refund a patient's credit card payment that was processed through MD HQ, in the Billing block or applicable encounter note (if the payment was added...
Thu, 1 Mar, 2018 at 5:26 PM
Refund a Check or Cash Payment
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 ...
Thu, 2 Nov, 2017 at 3:26 PM
Generate an Invoice or Receipt
You can generate an invoice or receipt for a patient either from inside of the relevant SOAP/encounter note (generally preferred), or from the Billing blo...
Wed, 23 Nov, 2016 at 4:42 PM
Monthly Subscriptions in Stripe
Anyone who accepts recurring payments in their practice (such as DPC or concierge membership fees) can have recurring subscription payments that run autom...
Thu, 28 Jun, 2018 at 2:01 PM