If it is the same day, you can void the payment. Find the payment in the payment history section of the patient’s account and click the link “Void” next to it. The patient’s card won’t be charged, but depending on the bank some funds may be marked as "Pending" temporarily. For an eCheck, the check won’t be debited.
Please Note: Cash payments can only be voided and cannot be refunded.
If more than a day has passed and the payment has settled, you can refund it. If you do not see a “Refund” link next to this payment record, you may not have refund privileges. Ask your Simplee administrator to refund this payment.
You also have the option to issue partial refunds.
Please Note: You cannot void or refund Insurance Payments. To correct these transactions please send us the correct application of the payment through the files and we will update our system to reflect this once they have been processed.