1. Navigate to the patient's profile

  2. Click on 'Invoices'

  3. Click on the invoice for which you would like to process a refund

  4. Click the orange button 'Revise & Refund'

  5. A window will appear where you can make revisions and process/record the refund

  6. To fully refund a charge item, check the box next to the items name in the 'Charges' section

  7. To partially refund a charge, change the quantity or price of the item

  8. Changes made in the 'Charges' section will be automatically adjusted in the 'Refunds' section

  9. Add a memo, if desired

  10. Click the blue button 'Revise & Refund' to process the refund

How long do refunds take to process?

  • Credit card refunds can take up to 2 days to process

  • ACH or bank refunds will take up to 5 business days to process

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