How to Issue a Partial Refund
Navigate to the patient's profile
Click on 'Invoices'
Click on the invoice for which you would like to process a refund
Click on the orange 'Process Refund' button in the upper-right corner of the invoice
Select 'Partial Refund' in the upper-right corner of the revision window.
If you would like to record a partial external refund (e.g. a refund issued via cash or check), click 'Change refund method' and select 'Check' or 'Other'.
To fully refund a charge item, check the box next to the item's name in the 'Charges' section
To partially refund a charge, change the quantity or price of the item
Changes made in the 'Charges' section will automatically be adjusted in the 'Refunds' section
Add a memo, if desired
Click the orange 'Process Refund' button at the bottom of the revision window to process/record the refund
How long do refunds take to process?
Credit card refunds can take up to 2 days to process
ACH or bank refunds can take up to 5 business days to process
Can I cancel a refund?
Once initiated, a refund cannot be canceled. You will need to process payment on the invoice again to recoup the funds.