Problem Statement

Patient credit balances have to be reviewed and resolved through refund or adjustment, and working them manually is slow; unresolved credits sit on accounts, create compliance exposure, and tie up money owed back to patients. When a patient credit is valid for refund, it still has to be issued correctly, by credit card or by check depending on how the patient paid. Determining the method and processing each refund by hand is repetitive, and an unresolved credit keeps money owed back to the patient sitting on the books.

Automation Solution

This automation reviews patient credits to determine refund validity and, where a refund is required, determines whether to refund by credit card or check and processes it.