Providers can initiate refunds for transactions made within the same month, provided the refund is processed before the invoice is generated on the 1st of the following month (effective January 2025). For example, transactions made in July can be refunded through the provider portal until 31st July, before the invoice is generated on 1st August.

Simply follow these steps on how to refund a transaction from the provider portal. 

Step 1: On the provider portal, navigate to the Transactions page to see all the transactions made.

Step 2: Click on the Action icon to find the Refund Transaction button and click on it to proceed.

Step 3: A confirmation message will pop out. Proceed to click on Refund Transaction to confirm your action.
 

Step 4: A message of Transaction refunded successfully will be shown to indicate the transaction has been successfully refunded into the Member's account and the status of the transaction will change from Completed to Refunded.