Outstanding-balance report
Reports outstanding patient balances from Cerbo. Memberships, charges and balances live in different systems that rarely agree. Catching the mismatches early keeps revenue in and awkward conversations out.
- Roles it helps: billing team and practice owner
- 2
- Steps Tabflows handles for your team
- 3
How it runs
- Step 1
Connect Cerbo
Tabflows works with the Cerbo account your clinic already uses. Nothing to migrate, no new system to learn.
- Step 2
Tabflows prepares the work
Reports outstanding patient balances from Cerbo. It follows your clinic's own rules, written down once in Practice Brain.
- Step 3
Your team reviews and moves on
Everything lands ready for the right person to check, approve or send, so the clinic stays in charge of every decision.
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Docs & guides
Tabflows University
Short lessons on running a calmer clinic with the tools you already have.
Learn with Tabflows →Learn with TabflowsDPC operations blog
Our best writing on DPC workflow, front-desk operations and clinic software.
Explore the blog →Explore the blogIntegrations
Every tool Tabflows connects to, and what it can do with each one.
Explore integrations →Explore integrationsCase studies
How DPC and concierge clinics use Tabflows day to day.
Read the stories →Read the stories
Get help from our team
Tabflows engineers
We set this up on your Cerbo account and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
Will it charge or bill members on its own?
No. It finds and stages the billing work for your billing team and practice owner to review before anything is charged, refunded or sent.
Do we need to switch from Cerbo?
No. Outstanding-balance report works inside the Cerbo account your clinic already uses. There is nothing to migrate and no new system for your team to learn.
How do we get it set up for our clinic?
Add it to your build list and book a call. Your plan covers unlimited workflows, and our engineers build them one at a time in the order you choose, setting each up on your Cerbo account and keeping it tuned to how your clinic works.