Credit Card Processing

Add a Payment Method for a Patient
Overview Clinics that have integrated merchant services/ payment processors through Cerbo can securely add and save patients' payment information. Sav...
Fri, 3 Sep, 2021 at 11:40 AM
Remove or Delete a Stored Credit Card
To remove a saved credit card from a patient's account, expand the Patient Information block > click on the Billing tab > click on the trash icon...
Mon, 20 Jan, 2020 at 9:18 AM
Choosing an Integrated Merchant Services Partner
Overview Cerbo currently offers direct integrations with two merchant services partners: Stripe and Bluefin. These communicate with Cerbo via an API, mean...
Mon, 18 Apr, 2022 at 3:02 PM
Stripe - Getting Started
Overview This article will walk you through the steps of setting up an account with Stripe, one of the option we have for integrated merchant services. You...
Mon, 7 Feb, 2022 at 10:57 AM
How can I generate an invoice for a failed subscription payment?
If a subscription payment (note: subscriptions available only via Stripe in MD HQ) does not go through, the system is set to retry a certain number of times...
Tue, 19 Jan, 2021 at 2:45 PM
Bills are Paid by Another Patient
Overview If one patient (e.g., a parent) is responsible for paying charges for another patient (e.g., their child), you can link those patients' acco...
Tue, 19 Apr, 2022 at 2:07 PM
Subscription Billing with Bluefin
Overview If you use integrated merchant services via Bluefin in Cerbo, you can set any charge in your Charge List to be automatically charged to the patien...
Wed, 18 Aug, 2021 at 2:50 PM
Payment Plan Billing - Bluefin
Overview If you have a merchant services integration with Bluefin, you can set a charge up on a payment plan so that payments are taken automatically at s...
Mon, 24 Jan, 2022 at 12:44 PM
ACH Processing
Overview Our integration with Bluefin allows for processing ACH payments (directly debiting from patient's checking accounts). This is typically much ...
Wed, 29 Dec, 2021 at 8:48 AM
Setting up multiple merchant service accounts (Bluefin)
Generally when you integrate a merchant service account to process credit cards you'll just have us link up your merchant service processor and all tra...
Thu, 8 Apr, 2021 at 12:05 PM