Refund an Insurance Credit

The Manage Account screen gives you the ability to refund an Insurance account credit. If an insurance makes a payment over the charge amount, or a payment not associated to a specific charge an insurance credit will be created. These credits can later be applied to any outstanding balance. In some cases an insurance company may request these funds back, if that happens you are able to refund the credits to reflect the request in CollaborateMD.

  1. Select Patient > Manage Account.

  2. Use the Search field to search through your patients or insured.

    Place a check in the “Include inactive patients” box to include inactive patients in your search results.

  3. Select the Patient.

  4. Under Account Credit Listing locate the Credit under Credits Due Insurance.

    Sort your search results. Visit our Reorder Table Columns Help Article for detailed steps on how to hide, rearrange or add header columns.

  5. Click the Refund button.

    1. Enter the Refund Amount.

    2. Enter the Refund Date.

    3. Add a Memo Line.

    4. Click Done.

  6. Click Save.