In the Billing portal under Credit Balance, navigate to the toolbar under More select Refund Register Report. Search and double click on the line of the transaction to edit.
- Update: Saves changes made on this screen with updated information such as Transaction Number, Payment Method or Payment Type.
- Cancel Refund: This will change the status from Completed (or Pending) to Cancelled on the Refund Registry Report only. This will NOT remove the refund transactions on the claim itself. The user will need to go to the claim through the hyperlink on this screen to make those manual changes to the claim.
- Close: Close screen without saving changes and return to previous screen
