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Kareo Help Center

Edit Refund

To edit a refund

  1. Click Encounters > Find Refunds in the top menu.
  2. In the Look For search bar, enter all or part of a keyword and click Find Now.
  3. Once you find the refund record, double-click the record to open it. This opens the Edit Refund window.
  4. Make the necessary changes to the refund record. If you need to change the refund amount, double-click the field under the Amount to Refund column.
  5. Click Save at the bottom of the window.
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