Jane's Guide Here's all the help you need to use Jane.

Refunding a Patient Payment

Needing to refund your patient, or record a refund that happened outside of Jane? Let’s go over the two scenarios:

Refunding Outside Jane

To get started, you can head over to the patient’s profile and into Billing > Payments. There you can View the payment to manage it:

If the payment is currently applied to an invoice, you’ll first need to unapply it. To do that, just click the broken link button on the right, and then click to confirm.

To unapply a pre-payment, you can instead click the x Remove button:

Magically, a button will now appear at the top-left of the screen, allowing you to mark the payment as refunded! If you decide not to issue a refund, this credit can then be used for a future purchase, or if you are giving the money back to the patient you can click the Refund button:

Note that you can either record the patient refund back to the original payment method, or choose a different payment method to record the refund:

This refund will now display on the corresponding practitioner’s Compensation report as well as the Transaction report for that day - unapplying the payment will take the payment off of the Compensation report, while processing the refund will create a negative transaction on the Transaction report.

Refunding a Jane Payment

The great news here is that the steps will be just about the same as if you’re refunding outside of Jane! You can head back to that Billing > Payments area and View the payment, unapplying it from the invoice if needed.

This time around when you go to click the Refund button on the left, you’ll see a new option at the top to process the refund using the card on file:

You can then confirm the refund, and the money will be sent back to the patients card. It can take 2 or so business days to be reflected on their statement, but the funds are sent back immediately.

Other Scenarios

If you had a payment that happened outside of Jane and was received in error, check out this document on Deleting a Payment.

If you are looking to return a product or inventory item see: Refunding a Product.