If you need to refund a payment received via credit card (aka Virtual Credit Card) from a health insurance payer, you can easily refund it to the virtual card from within your DrChrono account.
*** Please note, that this feature will only work if you utilize DrChrono Payments as your payment processor ***
- Navigate to Billing > Insurance Credit Card Payments
- Locate the payment that needs to be refunded and follow the line over to the right of the screen.
- Pressing the Refund button will allow you to refund the payment to the original virtual card.
- Please note, the entire amount of the payment will be refunded. No partial refunds are allowed through this button.
- Once the payment has been refunded, the status of the card will change to read Refunded.
