Issue a Refund for a Previously Billed Session

A refund can be issued for a previously billed session as long as there are adequate funds available in your account's Current Balance.

To issue a refund as a provider:

1. Navigate to the patient's file in the Manage Patients section of your portal
2. Click on the Session List tab
3. Find the session in question and click Billing Info on the right side of the row.
4. Click View Charges
5. If you have adequate funds in your account balance, you will see "Refund" on this screen. Click that button to issue a refund for that previously billed session
   • If "Refund" is greyed out, you do not have a sufficient account balance to process the refund
   • Billing for other sessions will increase your account balance

This will start the refund process. Should the provider need to re-bill, follow the same steps but this time the option to re-bill should appear.