Sometimes you must give the patient a refund, for example when the patient made an overpayment, you made an accounting error, or you continued collecting payments after the patient exceeded his or her annual deductible or out-of-pocket amount. One advantage to using the Dentrix Ascend Pay integration is that you can initiate and record refund transactions directly in the Ascend ledger.
Watch this video to learn how to refund a credit card payment using Dentrix Ascend Pay. (Duration: 1:15)
Updated July 2024 with closed captions
Additional Information
- In addition to the Ledger, credit card refunds will also be shown in the Day Sheet, the Integrated Payments Report, and the Audit Log.
- To reverse a payment before 10 PM on the day that it was posted, you void the credit card payment. After that, you must refund the credit card payment.
- For up to 45 days, the patient does not have to be present to obtain a refund.
- Refunds after 45 days can only be for the full amount. The refund menu disappears and becomes simply a Refund button. You will see a small pop-up dialog box; select a lane for processing. Then you must either input the card number manually or have the card present for that device.
- To learn more about refunding credit card payments using Ascend Pay, read Refunding credit card payments.