Suppose your Dentrix Pay payment is no longer eligible to be voided. In that case, you can process an integrated refund to reimburse the initial cost to the patient's credit or debit card. Or, can process an independent refund for any amount, at any time, to any Dentrix Pay credit card type.
Watch this video to learn how to process integrated and independent Dentrix Pay refunds. (Duration 1:49)
An integrated Dentrix Pay "credit refund" is always linked to a previous Dentrix Pay credit card or debit card payment. It can only be processed after the payment can no longer be voided. However, an integrated "debit refund" can be processed immediately because this type of refund does not require a card or a PINpad, and the money is automatically refunded to the card used for the initial payment. In addition, both types of integrated refunds must be for the exact amount of the initial payment
An independent Dentrix Pay refund is not linked to a previous payment — credit, debit, or otherwise. It can be processed at any time and in any amount on a PINpad with a selected Dentrix Pay credit card type. However, you cannot use a Dentrix Pay "saved" credit card for independent refunds.
If you attempt to delete a Dentrix Pay refund transaction from the Ledger, you will be warned that deleting removes the transaction from the Ledger, but it does not cancel the actual processing of the refund transaction with Wordkpay. Also, if you delete the refund, it no longer exists in the Ledger, which skews the Ledger's balance, and you can no longer print receipts for it.
For convenience with reports, you may want to create a specific adjustment type for voids/refunds, such as + Credit Card Void/Refund. To do so, open the Office Manager, click Maintenance > Practice Setup > Definitions > Adjustment Types, enter the new adjustment type, then click Close.