↩️ How to Refund a Payment

Navigate to the patient’s profile.

Now that you’re in the patient’s profile, there are two ways you can view the payment: the Charges tab, or the Transaction History tab.

The process is the same for both, so for this example we’ll use the Charges tab.

Look for the transaction in question and click View Details.

On the Transaction Details table, find the specific transaction you want to refund and click the Refund Payment button.

Specify whether this is a full or partial refund, the method of refund, amount (if partial), and reason for the refund in the popup.

When selecting the Refund Method, you have the following options:

• Add Credit to Patient’s Account: This payment will become credits on the patient’s account, and will be applied to future balances due.

• Record External Refund (Cash/CC): This is how you record a cash or credit card refund. If the original payment was taken on an Athelas card reader, the refund will go directly to the credit card that the payment was originally made on. This option may not be available if the original payment was not taken on an Athelas card reader.

• Record External Check Refund: If you’re choosing to pay the patient back with a check, use this option to record that the refund has taken place.

Once you’ve entered all the necessary information, click Refund.

You should now see a new row in the transaction table showing the refund you just triggered.

If you refunded to credits, that new credit will appear in the ‘Credits’ sub-tab.