Billing in Cerbo

Billing for Group or Corporate Accounts
Practices can set up billing so that patient fees are paid by a group or corporate account.  This is most common with DPC practices, but can be used by a...
Wed, 2 Nov, 2016 at 3:07 PM
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...
Tue, 27 Dec, 2016 at 11:55 AM
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 B...
Wed, 18 Jan, 2017 at 10:21 AM
Manage How Charge Displays on an Invoice
For a charge in your charge list that has with multiple CPT codes, you can manually set each component CPT code to display as a separate line item when you ...
Wed, 5 Apr, 2017 at 9:58 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...
Fri, 10 Nov, 2017 at 2:49 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, 19 Sep, 2017 at 6:40 AM
Prorating Stripe Subscriptions
When you cancel or change a patient's subscription, you'll be given an option of whether to pro-rate the change. If you pro-rate the change th...
Wed, 23 Aug, 2017 at 12:43 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&#...
Wed, 11 Jul, 2018 at 10:53 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 mor...
Thu, 13 Sep, 2018 at 9:31 AM
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 ...
Wed, 10 Oct, 2018 at 11:57 AM