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 would like to get set up with Clearent so that you can utilize this refunds option, click here.

Processing Refunds

Step By Step Instructions:

  1. Access Payments

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

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

  4. 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.

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