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How to Refund a Payment

  1. Open the patient’s profile. Find the payment on the Charges or Transaction History tab and click View Details.
  2. On the transaction details, find the transaction and click Refund Payment.
  3. Specify whether it’s a full or partial refund, the refund method, the amount (if partial), and the reason.
  4. Click Refund.
Refund Methods
  • Add Credit to Patient’s Account — the payment becomes credits, applied to future balances.
  • Refund to Credit Card (via Stripe) — for payments originally made on an Athelas card reader.
  • Record External Refund (Cash/CC) — record a cash or credit-card refund taken outside the Athelas card reader.
  • Record External Check Refund — record that you refunded the patient by check.
A new row appears in the transaction table for the refund. If you refunded to credits, the credit appears on the patient’s Credits tab.
Leftover PR: Refunding a payment does not remove the patient responsibility tied to it. For example, a $75 self-pay payment creates $75 of PR; refunding the $75 payment leaves the $75 PR as a balance due. To remove both, cancel the PR on the Charges tab as well.

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FAQ

Choose Refund to Credit Card (via Stripe) — this refunds the original card for payments made on the Athelas card reader.
Refunding doesn’t remove the associated PR. Go to the Charges tab and cancel the PR to clear the balance.