Refunds are an essential part of managing payments, allowing you to address overpayments, billing corrections, or patient requests. With our platform, you can easily process refunds for specific transactions, either partially or in full, directly from the transaction popup.
How to Process a Refund
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Open the Transaction Popup:
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Navigate to the transaction you want to refund on the Transactions Page.
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Click on the transaction to open the Transaction Popup.
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Choose Refund Type:
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Full Refund:
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Refunds the total transaction amount.
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Ideal for situations where the entire payment was made in error or needs to be reversed.
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Partial Refund:
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Enter a custom amount to refund only a portion of the payment.
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Useful for adjustments or partial corrections to a transaction.
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Confirm the Refund:
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Review the refund details carefully to ensure accuracy.
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Confirm the refund to process it.
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What Happens After Processing a Refund?
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Bank Account Update:
- Refunds typically reflect in the patient’s bank account within 1–3 business days.
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Recorded Status:
- The refund will be logged in the system with its status visible in the transaction details.
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Notification:
- Patients may receive an automated notification (email or SMS) informing them of the refund, depending on your system settings.
Tips for Managing Refunds
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Double-Check Refund Details:
- Verify amounts and transaction information before confirming a refund to avoid errors.
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Track Refund Status:
- If there’s a delay or question about the refund, contact your account manager or use real-time chat support to check on its status.
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Refunds and Surcharges:
- If a surcharge fee was applied to the original transaction, ensure clarity on whether it will be refunded as part of the total amount.
When to Contact Support
If you encounter any issues or questions about refunds, here’s how our team can assist:
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Refund Delays: Check on the status of a refund that has not reflected in the patient’s account within the expected timeframe.
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Technical Assistance: Troubleshoot errors when initiating refunds through the platform.
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Policy Clarifications: Clarify refund policies or address concerns about fees associated with refunds.
Key Benefits of the Refund Feature
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Flexibility: Choose between full or partial refunds to meet specific needs.
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Efficiency: Process refunds quickly and easily from the Transaction Popup.
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Transparency: Maintain accurate records of refunds for reconciliation and patient trust.
Refunds are a straightforward process, ensuring you can resolve financial discrepancies or patient concerns with ease. For additional help, contact your account manager or reach out to our real-time chat support. We’re here to assist every step of the way!