Engagement: Payment Refunds
This article will show you how to process refunds for all payments made in the Engagement module.
Emily Allred avatar
Written by Emily Allred
Updated over a week ago

There any many different factors that determine patient payment responsibility. Changes in treatment plans, insurance claims, or additional discounts can alter the cost of treatment dramatically.

Dental Intelligence Payments in Engagement strives to deliver a simple, streamlined refund process to positively influence the patient’s overall impression of their dental experience.

Please note: This refunds option is available in your payments dashboard, and is an option for practice's using Clearent.

*If you are interested in adding Engagement Payments with Clearent CLICK HERE and one of our representatives will reach out to you to help you get set up.

Processing Refunds

  1. Access Payments

  2. Select the date range for the refunds you'd like to track

    1. The date range will default to the current month

  3. In the Transactions tab, you will see a section for Associated Transactions and Unassociated Transactions

  4. In the Associated Transactions section, click on the Actions button on the righthand side

  5. Select Refund

    1. Note: Refunds will be deducted from the same batch as transactions processed on the same day, which means they will be deducted 2 business days after processing. However, it may take up to 7-10 days for the refund to be posted back to the patient's account, as this depends on how long it takes for the bank to post the refund.

  6. Once you have selected refund, the patient's name will be moved into Unassociated Transactions. Click Actions to mark the refunded transaction as Associated in your practice management software.

  7. You will have a record of all refunded transactions in the Transactions page

Patient Refund Receipts

Patients will receive a receipt by text or email once the refund has been processed through Engagement.

Related Resources

The following resources will give you a more in-depth explanation on how to use Engagement Payments:

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