Process refunds
You can process patient and insurance refunds from Practice > Payments
- For patient refunds, the amount available to refund comes from unallocated payments.
- You can unallocate all or a portion of a payment during the refund workflow.
- For insurance refunds, the amount available to refund comes from insurance credit that was created from an overpayment during allocation.
- To learn more about creating insurance credits from an overpayment, see Allocate an insurance payment in a batch.
Refunds can be entered into the system as "In Progress" in order to hold or lock the refund amount from being used for other transactions until the refund payment is ready to be posted inside the system and processed outside of the system.