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 acco...
Wed, 16 Oct, 2019 at 4:49 PM
Add and Allocate Payments and Credits
Click to view a short video on how to add charges and payments to the patient's account. The video reviews both how you would do this inside an encount...
Wed, 16 Oct, 2019 at 4:49 PM
Add to or Edit Master Charge List
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...
Wed, 16 Oct, 2019 at 9:27 PM
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...
Wed, 26 Jun, 2019 at 3:07 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 discounts, ...
Fri, 12 Jul, 2019 at 2:29 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, 24 Jan, 2019 at 12:40 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...
Fri, 11 Oct, 2019 at 9:49 AM
Generate an Invoice or Receipt
You can generate an invoice or receipt for a patient either from inside of the relevant SOAP/encounter note, at the point of payment (generally preferred,...
Tue, 24 Sep, 2019 at 12:32 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 auto...
Wed, 18 Sep, 2019 at 10:26 AM
Billing for Group or Corporate Accounts
Practices can set up billing so that patient fees are paid by a group or corporate account.  This is most common with DPC practices, but can be used by any...
Tue, 5 Nov, 2019 at 1:03 PM