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Kareo Help Center

Issue Refund

Use Refund tasks to manage refunds to insurance plans and patients for overpayment of medical claims. See also Reverse Insurance Payment or  Reverse Patient Payment.

To issue a refund

  1. Click Encounters >Find Payments.
  2. In the Look For search bar, enter all or part of a keyword to find the payment.
  3. Once you find the payment, double-click the record to open it.
  4. Click Refunds at the bottom of the window.
  5. Select "Refund Unapplied Amount."
  6. Complete the refund details: See below.
  7. Click Save.

  1. Recipient Type: Select the recipient of the refund - Patient or Insurance.
  2. Based on Recipient Type, select the patient or insurance by clicking the button.
  3. Issue Date: Select the date that the refund is being issued.
  4. Refund Method: Select how the refund is being issued.
  5. Memo: Optional. Enter a note about the refund if desired.
  6. Status: Select the status of the refund - Draft or Issued.
  7. Ref. #: Optional. Enter a tracking number for the refund (i.e.: Check number).
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