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...
Fri, 6 Aug, 2021 at 1:08 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...
Fri, 11 Sep, 2020 at 4:16 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...
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...
Wed, 11 Aug, 2021 at 11:41 AM
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
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 set interv...
Wed, 5 Aug, 2020 at 12:07 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
ACH Processing
Overview Our integration with Bluefin allows for processing ACH payments (directly debiting from patient's checking accounts). This is typically much ...
Fri, 23 Jul, 2021 at 4:27 PM