Issuing a refund or discount is a breeze with our updated patient payments offering. Please follow the steps below to post the action to the account.
Note: If the patient's original payment was made via cash/check/money order or through a credit card processor other than Square, the practice will need to issue the patient a refund via internal process.
- If you are using Square to process payments, please see our article on issuing refunds through Square here.
1. Please navigate to Billing > Patient Payments 2.0 and click on the green + Add button:
1. A pop-up window will appear. Please select the appointment to refund or credit, and the system will apply a negative amount. The payment type and amount fields toggle. Credit must be positive, while a refund must be negative.
You'll notice under the Type field, the refund will appear.
Here's an example of a credit, the positive amount populates automatically, as opposed to the automatic population of a negative amount when you issue a refund.
Issuing the actual refund:
The above steps will correct the posting in the patient's account. It, however, will not transfer or issue the refund to the patient if they paid by cash/check/money order, or if the credit card was charged with a processor other than Square. If the patient paid by any of those means (cash/check/money order/credit card via Stripe our outside processor), the office will need to issue the patient a cash or check refund.