Billing in Cerbo

Add Charge to Patient's Account
Once a charge is in your master charge list (click for help with adding to or editing your master charge list) Charge can be added to a patient's acco...
Thu, 5 Mar, 2020 at 9:13 PM
Add and Allocate Payments and Credits
Click to view a short video on how to add charges and payments to the patient's account. The video reviews both how you would do this inside an encount...
Wed, 16 Oct, 2019 at 4:49 PM
Add to or Edit Charge List
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...
Thu, 28 May, 2020 at 11:34 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...
Wed, 26 Jun, 2019 at 3:07 PM
Add Discounts
You can add a standard discount into your system, which can be assigned to charges as needed. Discounts can be percent discounts, dollar amount discounts, ...
Fri, 22 Nov, 2019 at 8:53 AM
Refund a Credit Card Payment
Follow the steps below to issue a refund for amounts paid by credit card via Cerbo. Refund back to the Credit Card 1. Refund the payment Right-click...
Mon, 12 Oct, 2020 at 2:27 PM
Refund a Check or Cash Payment
To refund a patient's payment that was NOT processed through MD HQ, e.g., a payment made in cash, by check, or via a separate (non-integrated) payment...
Fri, 11 Oct, 2019 at 9:49 AM
Generate an Invoice or Receipt
You can generate an invoice or receipt for a patient either from inside of the relevant SOAP/encounter note, at the point of payment (generally preferred,...
Tue, 24 Sep, 2019 at 12:32 PM
Monthly Subscriptions in Stripe
Anyone who accepts recurring payments in their practice (such as DPC or concierge membership fees) can have recurring subscription payments that run auto...
Tue, 6 Oct, 2020 at 2:33 PM
Billing for Group or Corporate Accounts
You can set Cerbo up so that specific patient's charges are paid by a group or corporate account. This is most commonly-used by DPC practices that hav...
Fri, 10 Jan, 2020 at 1:50 PM