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
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 ...
Tue, 29 Jun, 2021 at 12:30 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...
Wed, 3 Feb, 2021 at 1:53 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...
Fri, 23 Apr, 2021 at 10:38 AM
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
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...
Mon, 12 Jul, 2021 at 4:26 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...
Fri, 11 Oct, 2019 at 9:49 AM
Generate an Invoice or Receipt
Overview You can generate an Insurance Invoice ("superbill") or Service Receipt for a patient at the point of payment (generally preferred workf...
Wed, 16 Jun, 2021 at 5:20 PM
Subscription Billing - Stripe
Anyone who accepts recurring payments in their practice (such as DPC or concierge membership fees) can have recurring subscription payments that run auto...
Thu, 8 Jul, 2021 at 11:04 AM
Billing for Group or Corporate Accounts
Overview You can invoice a group or corporate account for patients' subscriptions and/ or specific charges. This is most commonly used by DPC practic...
Thu, 15 Jul, 2021 at 12:48 PM