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Kareo Help Center


Updated: 07/23/2020
Views: 6025

After creating new refunds, you can find, edit, or delete them as necessary to help accurately track refund statuses and manage payments associated with them.

You will always begin with finding the refund before editing or deleting a refund.

Find Refund

  • On the top menu bar, click Encounters > Find Refunds. The Find Refund window opens.
    Tip_Icon.pngTip: When there are numerous refunds listed, use the Look For search bar to enter all or part of a keyword for the refund. Then, click Find Now

Edit Refund

  1. Find the refund then double click to open it. The Edit Refund window opens.
  2. Make the desired changes.
  3. Click Save.

Delete Refund

  1. Find the refund then click to select it > Delete. A confirmation pop-up appears.
  2. Click Yes to confirm the deletion. The refund is deleted. 
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