If you need to refund a patient payment made by cash or check, you will need to post the refund in the DrChrono system to keep records accurate and up to date.
To post a refund of a cash and/or check payment:
- Navigate to Billing > Patient Payments
- Select the patient
- Locate the payment that needs to be refunded.
- Press the refund button to the right of the payment.
- The refund box will allow you to specify the amount and method of the refund.
- Once entering the amount and method, press Refund.
- The system will give you a pop-up to confirm the refund.
- Once confirmed, the system will post the negative (refund) transaction and add the amount to the patient's balance.
