Billing in Cerbo

Add a Charge to Patient Account
Overview This article will cover how to add charges to a patient's account for the purpose of recording payments for products and/or services rendere...
Tue, 17 May, 2022 at 11:04 AM
Add and Allocate Payments and Credits
Overview Charges and payments can be applied to the patient's account both from inside an encounter note and, for charges not associated with a SOAP/En...
Mon, 20 Sep, 2021 at 10:23 AM
Practice Charge List - Add to or Edit Master List of Charges
To edit or add to your master charge list, go to Admin > Manage > Charge List. Existing charges can be sorted by any column by clicking on the col...
Wed, 5 Apr, 2023 at 9:59 AM
Billing Statement
Generate a printable, faxable billing statement for a patient account from the Billing History by clicking on Print Statement in the upper right-hand corner...
Fri, 23 Apr, 2021 at 10:38 AM
Add Discounts
Overview You can add a standard discount into your system, which can be assigned to charges as needed. Discounts can be percent discounts, dollar amount d...
Fri, 14 Apr, 2023 at 10:38 AM
Refund a Credit Card Payment
Overview This article is meant specifically for users with Propelr, Bluefin or Stripe integrations. Follow the steps below to issue a refund to the pa...
Thu, 14 Dec, 2023 at 2:39 PM
Refund a Check or Cash Payment
Overview To refund a patient's payment that was NOT processed through Cerb (e.g., a payment made in cash, by check, or via a separate (non-integrated)...
Thu, 8 Jun, 2023 at 4:08 PM
Generate Insurance Invoice (superbill) or Receipt
Overview You can generate an Insurance Invoice ("superbill") or Service Receipt for a patient at the point of payment (generally preferred workf...
Tue, 3 Oct, 2023 at 3:37 PM
Subscription Billing - Stripe
Anyone who accepts recurring payments in their practice (such as DPC or concierge membership fees) can have recurring subscription payments that run auto...
Thu, 4 Aug, 2022 at 3:01 PM
Billing for Group or Corporate Accounts
Overview You can invoice a group or corporate account for patients' subscriptions and/ or specific charges. This is most commonly used by DPC practice...
Thu, 15 Jul, 2021 at 12:48 PM