DrChrono Payments: Processing a patient refund

DrChrono Payments makes it easy to issue refunds to your patient directly from your DrChrono account. Any refunds must be processed through the web, not on a mobile device.

  • Navigate to Billing > Patient Payments > Payments tab

Patient Payments.png

Screen_Shot_2022-10-12_at_2.40.00_PM.png

  • Select the patient that needs to be refunded

Screen_Shot_2022-10-12_at_2.40.00_PM.png

  • Identify the payment that needs to be refunded.

  • If you follow the payment line over to the right, there will be a button labeled "Refund"

Screen_Shot_2022-10-12_at_2.42.18_PM.png

refund.png

  • The system will default the refund amount to the total original payment, however, you can adjust this number and only refund a portion of the amount.

  • The system will not let you refund more than what was originally paid. It will give you an error message if you attempt to refund more than the original payment.

refund_error.png

Please note - WorldPay and Stripe have established allowable refund windows. Any credit card refund will only be allowed during this time.

  • WorldPay - window is less than 45 days from payment
  • Stripe - window is less than 180 days from payment