Credit Card Processing

Add a Credit Card
To save credit card information to a patient's account, click on the pencil icon in the upper-right hand corner of the Patient Information block to o...
Fri, 10 Jan, 2020 at 9:31 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
Subscription Billing - Stripe
MD HQ uses Stripe (embedded in the EMR) to support automatically-recurring billing based on your custom subscription plans. There is no limit on the number ...
Mon, 21 Oct, 2019 at 9:49 AM
Choosing an Integrated Merchant Services Partner
Cerbo currently offers integrations with two merchant services partners: Stripe and Bluefin. These communicate with Cerbo via an API, meaning that once you...
Mon, 2 Mar, 2020 at 1:28 PM
Stripe - Getting Started
Cerbo allows you to process credit card transactions and recurring subscription payments via Stripe. This happens via an API, meaning that once you set up y...
Tue, 3 Dec, 2019 at 2:59 PM
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...
Mon, 20 Jan, 2020 at 9:18 AM
Bills are Paid by Another Patient
If one patient (e.g., a parent) is responsible for paying for another patient's (e.g., their child's) charges you can link those patients' a...
Thu, 24 Oct, 2019 at 1:11 PM
Subscription Billing - Bluefin
If you have a merchant services integration with Bluefin, you can now set up automatically-recurring billing for specific charges. This may require an upda...
Thu, 10 Oct, 2019 at 11:48 AM
Payment Plan Billing - Bluefin
If you have a merchant services integration with Bluefin, you can a charge up on a payment plan, so that payments are taken automatically at set intervals ...
Fri, 7 Feb, 2020 at 2:47 PM
Managing Patient Credit Cards
Whether a credit card was added by a user in the EMR or by the patient via the portal, you can manage these from the Billing tab of the Patient Information...
Fri, 10 Jan, 2020 at 9:32 AM