Login
DigiMEDSPA EMR
DigiMEDSPA CONNECT ™
How to Get a Refund for a Patient?
This user guide provides step-by-step instructions on how to request and process both partial and full refunds for a patient. It helps users understand the refund options and ensures a smooth and efficient resolution.
Understanding Terminologies
Refund
A refund is the return of money to a patient for a product or service they have purchased, either in full or partially, typically due to cancellation, dissatisfaction, or an error in the transaction.
Access this link: https://digimedspa.com/ap2/products
Get Refund for a Patient
- The user can access the Invoices List Screen from two entry points:
- From the EMR Admin, click on “Invoices” under “Patient Billing.”
- From the Left Navigation, open the “EMR Admin” dropdown menu, select “Patient Billing,” and then choose “Invoices” from the subsequent dropdown menu. Alternatively, you can type “Invoices” into the search bar in the Left Navigation.
- From the EMR Admin, click on “Invoices” under “Patient Billing.”
- A list of all invoices will be displayed. From this list, click the three dots under the action column next to the invoice you want to refund and select “Refund.”
- Select the Refund Type, either Full or Partial. If you choose Partial Refund, enter the specific Refund Amount you wish to return to the patient.
- Enter the Reason for Refund and, if you want to notify the patient, check the “Send Refund Notification to Patient” option. Once complete, click the “Process Refund” button to proceed.
- A confirmation pop-up will appear. Click “OK” to confirm and complete the refund.
The refund has been successfully processed!
