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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 ...

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...

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 ...

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 individ...

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 S...

Overview If you want to collect money up-front for a patient all you need to do is take a payment without allocating it anywhere. Related Articles U...

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...

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 ...

Overview This article addresses how to move payments/outstanding credits from one patient's chart and apply them to another patient's balance.  For...

Overview If your clinic sells gift certificates, then you can document the sale and redemption of gift certificates as described below. Related Article...