Issuing a Refund through Square

You can easily issue a refund for a credit card payment to a patient that you have previously processed through the Square integration in your DrChrono account. 

In order to process a DrChrono Square refund you need to have:

  • The Square integration connected in your DrChrono account
  • Have processed a credit-card payment with Square through DrChrono's EHR web, iPad or iPhone application. 

1. Go to Billing Patient Payments 

Billing_Patient_Payments.png

 

2.  Select the Payments tab.  

  • You can search and select a patient and click Update. OR
  • Click on a patient's name in the Patient Name column. 

Patient_Payments_Search_Select.png

 

3. Click on Square underneath the Payment Method column for the payment to be refunded. 

Patient_Payments_Square_Hyperlink.png

 

4.  You will be prompted to log in to Square if not already logged in. 

Square_Login.png

 

5. Once in Square, click Issue Refund

Square_Issue_Refund.png

 

6. You can select Refund Items or Refund Amount.  

  • With either option you have to select a Reason for Refund.  

 Square_Issue_Refund_Items.png         Issue_refund_Reason.png

 

7. Click Issue Refund when finished. 

Square_I.png

 

8. Square will send an email regarding the refund request. 

Square_Refund_Message.png

 

9. You will then receive an email when the refund is complete. 

Square_Refund_Email_Complete.png

 

10. You will see the refund under Patient Payments once it has been issued by Square

Patient_Payments_Square_refund.png

 

 

 

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