Refunds don’t have to be manual, time-consuming, or error-prone.
With our new Auto-Refunds feature, ImagineOne can automatically identify eligible credits, initiate refunds through ImaginePay, and route exceptions for review — helping your team save time while improving the client payment experience.
Refunds are triggered when specific requirements are met, including:
– An associated credit balance
– A matching ImaginePay transaction
– The credit amount is less than or equal to the transaction amount
– (Optional) Clients can also enable a minimum balance threshold requirement
Once these conditions are met, items are automatically loaded into the True Refunds Due tickler.
The True Refunds Due tickler is extracted and sent to ImaginePay to initiate the refund process automatically.
If any refund requirements are not met, items are instead placed into the Refund Exceptions tickler for a user to resolve.
Common exception reasons include:
– Missing eligible requirements
– Expired cards
– Debit PIN transactions
This ensures refunds stay controlled and transparent.
Once ImaginePay processes the file:
– Successful refunds appear in the payment file as negative payment amounts and are returned to ImagineOne
– Unsuccessful refunds are routed to the Refund Exceptions tickler for resolution
So every refund stays fully accounted for.
✔ Faster refunds for patients
✔ Reduced workload for billing teams
✔ Built-in exception handling
✔ Seamless integration with ImaginePay
✔ Clear audit trail and tracking through ticklers
Refunds that fail due to missing requirements or issues like expired cards are automatically placed into the Refund Exceptions tickler for review.
Yes — successful refunds are included in payment files as negative amounts and sent back into ImagineOne.
Yes — clients can optionally enable an additional balance threshold requirement.
Take a quick tour of our new Auto-Refunds workflow and see how refunds can become faster, cleaner, and far less manual.
