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Refunding help

Our first charges just came in! but one client put the wrong card in system and needs to switch. She was able to put in the correct card but how do I know which card was charged to refund? when i pull up billing history for that item, it doesnt show what card was charged. that should be included on the little screen that pops up. i'll just refund what ever is there and charge the right card, but that window doesnt help with details i would need so i wouldnt need to guess.


  • If I post a credit on the patients account, that is not posted to their credit card correct? so if I need to issue a refund, just issue a check?
  • If you mouse-over a payment from the patient on the billing screen, you should see an option over to the left to refund the payment. It looks like to arrows around each other.
  • Hi BonesMD, Glad to hear that your first charges are coming in! Exactly what Hitchcock_MD said- that is how you can refund the correct charge.

    Drkcamp, that's correct, you could then issue a check that would reconcile the balance, just make note of the check in the EMR!
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