Online Help

Overview

In Cerbo you can view an aging account receivable (A/R) report (view a list of patients with balances due filtered by how overdue their balances are), and you can generate bulk statements for all patients, which you can then print out to mail to your patients. 

Related Articles

• Billing Statement
• Generate an Invoice or Receipt

Details

To create an "invoices due" list of patients with balances due on their accounts, click on Reporting and then go to the A/R & Patient Balances tab

Use the drop down menu that says "All Patient Accounts" to select Pts w/ Balances, Pts w/ Balances that are overdue by a particular amount, or Pts w/ Credits.

This will show you the selected aging accounts receivable (A/R) report.

If there are Billing Notes on file for the patient, a green dot will appear to the left of the patient's name/ID number that you can hover over to view the patient's billing information, including the note.

Bulk statements: to create statements for multiple patients from the list at once, check the boxes to the left of each of the patients you would like to create a statement for (to quickly select a range, click on the top-most checkbox, hold down the Shift key, and click on the bottom-most checkbox), then click on Create Statements at the bottom.

This will generate a statement document for each patient in a new tab, which you can then print out to mail to your patients. 

You can also click the link to "Run Advanced Search on Displayed Pts", this will then open up the Advanced Patient Search with this list of patients pre-selected. This can be useful if you want to run reports on your patients with overdue balances. You can also click the link to "Export Search Results" to export it to a spreadsheet.