Navigate to the patient's profile
Click on 'Invoices'
Click on the invoice for which you would like to process a refund
Click the orange button 'Revise & Refund'
A window will appear where you can make revisions and process/record the refund
To fully refund a charge item, check the box next to the items 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 be automatically adjusted in the 'Refunds' section
Add a memo, if desired
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