Billing in Cerbo

Aging A/R Report and Creating Bulk Statements
Overview In Cerbo you can view an aging account receivable (A/R) report (view a list of patients with balances due filtered by how overdue their balances ...
Wed, 6 Oct, 2021 at 3:50 PM
Charges Export Report - Basic Functions in Excel
Overview To do detailed or advanced reporting on your billing data, you can Export Charges to Excel by going to Billing >> Financial Reports  and th...
Thu, 12 May, 2022 at 3:16 PM
Manage How a Charge Displays on an Invoice
Overview Many insurers will reject claims when more than one billing code is listed on a single line on a submitted invoice/superbill.  This article goes ...
Thu, 31 Mar, 2022 at 3:17 PM
Managing Charge Groups
When checking out a patient you're generally going to be adding charges to their account before taking payment. This is normally done by adding indivi...
Thu, 21 Nov, 2019 at 4:04 PM
Prorating Stripe Subscriptions
Overview When you cancel or change a patient's subscription, you'll be given an option of whether to pro-rate the change. Related Articles ...
Thu, 12 May, 2022 at 3:18 PM
Taking a Deposit or Down Payment
If you want to collect money up-front for a patient all you need to do is take a payment without allocating it anywhere. To do this just go to the patient&#...
Mon, 14 Jan, 2019 at 11:22 AM
Refund to Account Credit
Overview You care able to issue a refund that leaves the patient with a credit in their account that can be used for future purchases. Related Article...
Thu, 12 May, 2022 at 3:30 PM
Prepaid Package Billing
Approach 1: Add Payment Only, Apply Credit Later Add the payment only when they buy the package; track package details/ usage separately Note somewhere ...
Tue, 22 Feb, 2022 at 4:33 PM
Use a Payment Plan to Generate a Credit Pool
Overview Payment plans are usually created to pay off an existing balance over time. However, in certain circumstances, you may want to use a payment plan ...
Fri, 2 Jul, 2021 at 10:39 AM
Transferring Credit from One Patient to Another
Overview This article addresses how to move payments/outstanding credits from one patient's chart and apply them to another patient's balance.  F...
Fri, 18 Jun, 2021 at 2:34 PM