Refunds/Credits Overview

Processing refunds and credits can be time consuming.  The refunds and credits module assists in streamlining that process by delivering a Credit Balance Screen with an option to either refund or transfer money between claims.

There are company settings and roles that will affect exactly how refunds and credits work in your database. You can find an explanation on these settings in the Refunds/Credits Setup. As a practice, you will be responsible for updating these settings to meet your business rules.

Note: This screen will replace the Refunds, Refund: Missing, Refund: Errors reports under Reporting Windows.