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.
in this article, you'll learn how to:
Process a Refund
Access Payments from the left side menu of Engagement
From the Transactions tab, select the date range for the refunds you'd like to track (Note: The date range will default to the current month)
Select the patient whose payment should be refunded. Only Associated Transactions can be refunded.
In the Associated Transactions section, click on the Actions button on the righthand side of the desired patient line item
Click Refund from the dropdown menu
In the refund window, enter the dollar amount that you would like to refund the patient (it can be a complete or partial refund if desired), then click Confirm
Voiding a Transaction
If a refund is issued the same day a payment is made or if the payment has not yet been processed, the payment will be voided and the funds will not be taken from the patient's account.
When is a refund returned to a patient's bank account?
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.
Post a Refund to the Ledger
Once you have elected to refund the patient, the patient will be moved into the Unassociated Transactions section in the Transactions tab.
Click Actions to mark the refunded transaction as Associated in your practice management software.
View the refunded transactions total in the upper right corner of the Transactions tab
Patient Refund Receipt
Patients will receive a receipt by text or email once the refund has been processed through Engagement.