Question
How do I refund a HotDoc Payment back to the patient, if it has been successfully collected by HotDoc?
Solution
Best Practice - Medical Director (Pracsoft) - Zedmed - Dental4Windows - HotDoc Calendar
If payment for a patient's appointment has been successfully collected by HotDoc and you need to refund the patient, you can do this by following the steps below.
Whilst the patient will receive a refund in full, we are unable to refund the practice for the payment processing fee relevant to the appointment. The processing fee will be deducted from your next scheduled payout.
| Please note: If you completed a manual Payment Request for immediate charge and you need to refund this to the patient, please see How to refund a Payment Request. |
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In your HotDoc Dashboard, head to Payments > Booking Activity > All, and locate the booking you wish to refund and select the Refund button:
*Tip: Type the patient's name in the Search Patient field
- You should then see a pop up box appear asking you to confirm the refund. Select Yes Refund to process the funds back to the patient:
- The Patient will receive an email advising them of the refund and that the funds will be returned within 5 business days: