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 render...
Mon, 9 Aug, 2021 at 4:29 PM
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/E...
Mon, 20 Sep, 2021 at 10:23 AM
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...
Wed, 3 Feb, 2021 at 1:53 PM
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
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, ...
Wed, 6 Oct, 2021 at 10:33 AM
Refund a Credit Card Payment
Overview This article is meant specifically for users with either Bluefin or Stripe interfaces Follow the steps below to issue a refund to the patient...
Fri, 27 Aug, 2021 at 1:05 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
Overview You can generate an Insurance Invoice ("superbill") or Service Receipt for a patient at the point of payment (generally preferred workf...
Wed, 16 Jun, 2021 at 5:20 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...
Wed, 6 Oct, 2021 at 11:35 AM
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 practic...
Thu, 15 Jul, 2021 at 12:48 PM