Credit Card Processing

Add a Credit Card
To save credit card information to a patient's account, click on the pencil icon in the upper-right hand corner of the Patient Information block to o...
Fri, 10 Jan, 2020 at 9:31 AM
Remove or Delete a Stored Credit Card
To remove a saved credit card from a patient's account, expand the Patient Information block > click on the Billing tab > click on the trash icon...
Mon, 20 Jan, 2020 at 9:18 AM
Choosing an Integrated Merchant Services Partner
Cerbo currently offers integrations with two merchant services partners: Stripe and Bluefin. These communicate with Cerbo via an API, meaning that once you...
Mon, 21 Sep, 2020 at 2:10 PM
Stripe - Getting Started
Cerbo allows you to process credit card transactions and recurring subscription payments via Stripe. This happens via an API, meaning that once you set up y...
Fri, 11 Sep, 2020 at 4:16 PM
How can I generate an invoice for a failed subscription payment?
If a subscription payment (note: subscriptions available only via Stripe in MD HQ) does not go through, the system is set to retry a certain number of times...
Mon, 20 Jan, 2020 at 9:18 AM
Bills are Paid by Another Patient
If one patient (e.g., a parent) is responsible for paying for another patient's (e.g., their child's) charges you can link those patients' a...
Thu, 24 Oct, 2019 at 1:11 PM
Subscription Billing - Bluefin
If you have a merchant services integration with Bluefin, you can now set up automatically-recurring billing for specific charges. This may require an upda...
Thu, 10 Oct, 2019 at 11:48 AM
Payment Plan Billing - Bluefin
If you have a merchant services integration with Bluefin, you can set a charge up on a payment plan, so that payments are taken automatically at set interv...
Wed, 5 Aug, 2020 at 12:07 PM
Managing Patient Credit Cards
Whether a credit card was added by a user in the EMR or by the patient via the portal, you can manage these from the Billing tab of the Patient Information...
Fri, 10 Jan, 2020 at 9:32 AM
ACH Processing
If you plan on processing ACH (directly debiting from patient's checking accounts) the first thing you'll need to do is to contact Bluefin and ens...
Mon, 6 Apr, 2020 at 9:53 PM