Cancelling a Transaction

If a patient cancels their services and is due a full or partial refund, you can process this directly through the Provider Portal.

How to Cancel or Refund

1. Locate the Transaction: Search using the patient’s information or the Transaction ID (TRX).

2. Select Modify: Click the Pen icon or the "Modify Transaction" button.

3. Adjust Amount: * Partial Refund: Type in the new, corrected transaction amount.

   • Full Refund: Click "Cancel Transaction."

Missing These Options?

If you do not see the ability to modify or cancel, please contact an Administrator at your practice to ensure you have the necessary user permissions.