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 individ...
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 S...
Thu, 12 May, 2022 at 3:18 PM
Taking a Deposit or Down Payment
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...
Thu, 19 May, 2022 at 7:48 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
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.  For...
Fri, 18 Jun, 2021 at 2:34 PM
Gift Certificate or Gift Card Sales
Overview If your clinic sells gift certificates, then you can document the sale and redemption of gift certificates as described below. Related Article...
Mon, 12 Jul, 2021 at 10:32 AM