The PBN Payment Services offers a robust refund feature designed to facilitate seamless processing of customer transaction refunds. This capability enhances operational efficiency and customer satisfaction by providing a straightforward method to manage refunds.
Refund Process
1. Accessing Refund Options:
- Navigate to the “Payments” tab in the left menu navigation of your PBN account.
- Locate the “Refunds” section within the Payments tab.
2. Initiating a Refund:
- From the Refunds table, locate the transaction for which you wish to issue a refund.
- Click on the “Initiate Refund” button associated with the transaction.
3. Refund Confirmation:
- You will be redirected to the Payments table, where you can review the transaction details.
- Confirm the refund by clicking the “Refund” button. A confirmation message will indicate that the refund has been successfully initiated.
4. Tracking Refunds:
- Via Payments Table: Monitor the status of refunds directly from the Payments table in your PBN account.
- Via Refunds Table: Access detailed records of all initiated refunds from the Refunds table for comprehensive tracking.
- Notification Center: Receive real-time updates on the status of refunds through the Notification Center within your PBN account.
Important Considerations:
- Refunds must be processed within 6 months of the original payment transaction.
- Transaction fees charged to the practice will not be refunded.
- Utilize date range, patient name, or transaction ID filters to efficiently locate specific payment transactions.
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