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...
Thu, 5 Mar, 2020 at 9:13 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 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...
Thu, 28 May, 2020 at 11:34 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...
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, 22 Nov, 2019 at 8:53 AM
Refund a Credit Card Payment
Follow the steps below to issue a refund for amounts paid by credit card via Cerbo. Refund back to the Credit Card 1. Refund the payment Right-click...
Mon, 12 Oct, 2020 at 2:27 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...
Mon, 23 Nov, 2020 at 10:22 AM
Billing for Group or Corporate Accounts
You can set Cerbo up so that specific patient's charges are paid by a group or corporate account. This is most commonly-used by DPC practices that hav...
Fri, 10 Jan, 2020 at 1:50 PM