Billing in Cerbo

Aging A/R Report and Creating Bulk Statements
To create an "invoices due" list of patients with balances due on their accounts, click on Billing and then Go to Billing Portal.  In the Sear...
Wed, 26 Jun, 2019 at 3:09 PM
Charges Export Report - Basic Functions in Excel
To do detailed or advanced reporting on your billing data, you can Export Charges to Excel by going to Billing --> Go to Billing Portal --> Generate ...
Mon, 16 Sep, 2019 at 10:05 AM
Manage How Charge Displays on an Invoice
For a charge in your charge list that has with multiple billing codes, you can manually set each component billing code to display as a separate line item ...
Thu, 5 Mar, 2020 at 4:55 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
Estimated Charges
Estimated Charges are a tool in MD HQ for adding a charge to a patient's account without affecting their billing information (not included on patient s...
Tue, 21 Jan, 2020 at 3:30 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
Subscriptions in Cerbo
Subscriptions work a bit differently depending on which Integrated Merchant Services Partner you use. For subscriptions with Bluefin, click here for mo...
Fri, 27 Dec, 2019 at 4:05 PM
Refund to Account Credit
To issue a refund that leaves the patient with a credit in their account that can be used for future purchases: Right-click on each charge that should be...
Mon, 6 Apr, 2020 at 9:24 AM
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 ...
Fri, 24 Jan, 2020 at 1:00 PM
Use a Payment Plan to Generate an Account Credit
In certain circumstances, you may want to use a Payment Plan to create a credit balance in the patient's account that can be applied to pay future char...
Tue, 24 Sep, 2019 at 12:37 PM