In this article, you'll learn about our update to:
- Intuitive refund options that guide you to the correct outcome based on payment type
- The All Appointments report, now including Surgical vs. Non-Surgical classification
Use Self-Explanatory, Intuitive Refund Options Based on Payment Type
We’ve made the refund process more intuitive and easier to follow. Based on the original payment method, select from the available options. The system will display the appropriate refund methods for that payment type.
Here are some examples:
1. When both Start Terminal and Record Refund in Remedly options are available, you can choose how to process the refund based on your desired outcome. The Record Refund in Remedly option logs the refund without using merchant services - it serves as documentation within Remedly only. Please review the button labels and the guidance provided beneath them to make the appropriate selection.
2. The Refund by Credit Card on File option is available when the original payment was made using a saved credit card.
3. The Record Refund in Remedly option allows you to document a refund in Remedly without processing it through the merchant service.
4. Some payment methods, such as cash, allow you to refund a payment as a credit to the patient. In these cases, the system will enable the Refund to credit option.
If you don’t see an option in Remedly to process a refund through the merchant but still need to issue one, please complete the refund directly in your merchant provider account (360 Payments or Square) first. Afterward, you can document the refund in Remedly using the available option on the refund page.
For example, if a patient made a payment through the patient portal by entering their credit card details (without saving the card on file, which is currently not supported), you will see the Record Refund in Remedly button. In this case, please process the refund directly in your merchant portal outside of Remedly. Once the refund is complete, return to Remedly and document it by selecting Record Refund in Remedly.
We encourage you to visit our informative article on refunds here to learn more about refund specifics and best practices in Remedly:
All Appointments Report Now Highlights Surgical vs. Non-Surgical Procedures
We’ve enhanced the All Appointments report to give practices a clear, at-a-glance view of whether each appointment involves a surgical or non-surgical procedure. This update provides a single, easy-to-understand value per appointment, helping teams quickly analyze schedules, workload, and procedure types.
What’s New:
- A new Surgical Procedure column appears next to the existing Visit Reason column.
- Each appointment is classified with a single, definitive value:
- Yes — if the appointment includes at least one procedure marked as Surgical
- No — if all procedures are marked as Non-Surgical
How to Use the New Column:
- Open the All Appointments report.
- Find the Surgical Procedure column next to Visit Reason.
- Use the column to:
- Filter or group appointments by surgical vs. non-surgical procedures
- Track provider workload and procedure mix in
- Identify trends for resource planning and staffing
This single-value approach makes it easy to understand the nature of each appointment, whether you’re reviewing historical data, planning future schedules, or monitoring overall practice trends.