To refund a payment within Stride go to Patient Charge > MORE > Charges > All. Next, Click the DOS to open the Charge. Once the DOS is clicked, the following pop-up will open, and you should click Refund.
For STAX Integrated Clients:
Refunds will be allowed in the method in which they were originally taken as payments. Options Include:
- For payments made via Stax Terminal, refund options will include the following: Terminal, Cash, Check, OR Credit Balance.
- For payments made via Card on File, refund options will include the following: Card (will refund back to the specific Card on file used for the payment), Cash, Check, OR Credit Balance.
For Non-STAX Integrated Clients:
- Refund options will include the following: Cash, Check, OR Credit Balance.
- If you choose Cash or Check as Refund option and use a non - integrated credit card processor, you will need to resolve the refund with their process as well.
- If you apply the refund as Credit balance within Stride, no refund is needed in regards to your credit card processor. You will utilize this credit balance as a form of payment going forward.
- Remaining Credit balances should follow the process below.
Refund a Credit Balance:
You can refund a credit balance by creating a charge and payment for the same amount as the credit. The payment type should be ‘Other’ and the payment must be collected from the Credit Balance. Once the charge/payment has been created, refund that payment to Cash.
Watch How here: