Here you can see all refunds issued through PayDC.

Filter Search

Payer Type: Select Patient or Insurance

Payer: Select All, Specific Patient or Insurance Carrier

Reference Number: the number that was assigned to the refund.

Status: Will either be drafted or issued.

Search: Shows search results.

Clear: Will clear the filter search.

 

Results

Payer: Shows refund details.

Payer type: Select “Patient” or “Insurance”.

Status: Select “Issued” or “Drafted”.

Refund amount

Reference Number

Notes

How to Issue a Refund

  • Open the Payment Detail screen to issue or draft a refund.
  • Go to “Find a Payment” and click the payer name.
  • Click the “Refund” button on the bottom right side of screen.
  • Complete the Refund Detail screen.
  • The payer type will default to the payment you clicked.
  • Payer will default to the payer name you clicked.

Refund Amount: Type the amount you wish to refund.

Issued Date: Defaults to today’s date but you can change it.

Refund Method: Select check, electronic, cash or credit card.

Status: Select Issued or Drafted.

Reference Number: Assigns a number to each refund.

Note: Add comments as needed.

Click “Save”.