This article outlines the process to refund for an overpayment if a patient has paid more than the Patient Responsibility (Pt. Owed)
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Go to the Billing section
- Locate the invoice you need to refund a patient due to overpayment.
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Select and open the invoice. You can see the breakdown indicating an overpayment at the bottom of the invoice.
- To document a patient refund go to the three dot menu in the upper right corner of the invoice and select refund from the list of actions
- In the Refund dialog enter the patient refund amount.
- For credit card payments through Stripe, the refund will need to processed through the Stripe Dashboard.
If you have any questions, please refer to Barti's Help Center or create a support ticket at support.barti.com.