Create a Refund

Unfortunately, you're probably going to run into situations where you'll need to return money to patients. Executing and tracking refunds in Smartcare is simple and (almost) painless. Here's how to create a refund in Smartcare.

1

Click on Create new, then Refund on a Contact's  Transactions tab.

2

Verify Location, Date, and Payment method.

3

Add the Refund Amount to be taken from the available Credits, if none are available the refund will create a balance on the account.

4

Confirm that Amount refunded matches Refund Amount above, then Save and close.