Online Help

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...

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...

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...

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...

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...

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...

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)...

Overview You can generate an Insurance Invoice ("superbill") or Service Receipt for a patient at the point of payment (generally preferred workf...

Anyone who accepts recurring payments in their practice (such as DPC or concierge membership fees) can have recurring subscription payments that run auto...

Overview You can invoice a group or corporate account for patients' subscriptions and/ or specific charges. This is most commonly used by DPC practice...