Healthcare · Billing

Overpayment/Refund Processing Notification

Proactively notify and process patient refunds when a credit balance is identified.

Apps this needs

Payments / Checkout Send secure pay links and reconcile paid / overdue balances. Connect during setup
Inbound Email Let the agent read and answer email enquiries. Connect during setup

How it works

  1. Agent identifies patient accounts with a credit balance via the billing system's report.
  2. Notifies the patient and confirms the refund method — original payment, check, credit to future visit.
  3. Processes the refund through the payment gateway where automated refunds are enabled.
  4. Confirms completion and closes the credit balance in the billing system.

Data sources

Billing system credit balance report Payment gateway refund capability

What it targets

  • Credit balances identified and refunded within 30 days Target 90%