Article 3 of 3
How to refund a clinic payment
Clinic operations staff can handle refunds from the payment record.
Open the payment
Find the original payment in Billing and review its invoice and any existing refunds.
Review the refund
Use the available refund action. Check the refundable amount and the instructions for the payment method before confirming.
Check the ledger
Review the refund and updated balance in the payment history. Clinic-affiliated providers cannot issue refunds; they should ask the clinic operations team.