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. Save...
Thu, 14 Dec, 2023 at 2:52 PM
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 three merchant services partners: Stripe, Bluefin and Propelr. These communicate with Cerbo via a...
Mon, 19 Feb, 2024 at 10:40 AM
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' accou...
Thu, 26 Oct, 2023 at 9:56 AM
Subscription Billing (Bluefin, Propelr, Stripe)
Overview If you use integrated merchant services in Cerbo, you can set any charge in your Charge List to be automatically charged to the patient on a set i...
Thu, 14 Dec, 2023 at 2:52 PM
Payment Plan Billing
Overview You can set a charge up on a payment plan so that payments are taken automatically at set intervals and applied towards the charge.  Related ...
Thu, 14 Dec, 2023 at 2:36 PM
ACH Processing
Overview Our integrations with Propelr and Bluefin allows for processing ACH payments (directly debiting from patient's checking accounts). This is typ...
Thu, 14 Dec, 2023 at 2:44 PM
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 tran...
Thu, 8 Apr, 2021 at 12:05 PM