Refund Report

The Refund Report provides a clear summary of all refunds that have been issued, either for an individual practice or across your entire account. This report helps practices keep track of refunded payments, making it easier to manage finances, reconcile accounts, and maintain accurate records.

This guide will walk you through how to access the Refund Report, run it for a selected practice, provider, and date range, and then view the results. It also covers how to print or export the report into PDF format for your records or further analysis.

To access the refund report:
1. Click on More then Reporting, and click on Financial.


 

2. Click on Refund Report



 

If you hover your cursor over the (i) icon, it will give you a quick description of the report.

3. To run a refund report, select the Practice, Provider, and Date Range you wish to include. You can also tick Include Deposit if you’d like to include deposits in the report, then click Run.


 

5. The Refund report will then be visible below.



 

6. To print the report, select Print and you will be directed to the in-browser print preview screen.

 

7. To export this report, click Export and select your preferred data format either Excel or PDF