How to Issue an Insurance Refund

You can now issue a refund to an insurance. Once a return has been made on an Invoice, you will have the option to refund the Insurance. This feature functions as exactly as the Patient Refund feature.

1. Select the Patient, then Ledger

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2. Select Insurance Refund

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3. Type in the amount to Refund > select the Refund Method > Save

If there are multiple invoices with an Insurance balance they will all display on this screen.

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4. This refund will reflect on the Insurance Aging Report, Combined Aging Report and Day Sheet Report