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 eligible when specific requirements are met, including:
Records can be loaded into the True Refund Due Tickler where they can be queued for automatic processing.
The True Refunds Due tickler is 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:
This ensures refunds stay controlled and transparen
Once ImaginePay processes the file:
So every refund stays fully accounted for.
Join ImagineSoftware and Dash Solutions for an in-depth discussion designed specifically for healthcare leaders and medical billing teams. In this session, we’ll break down the real challenges behind patient refunds – credit balances, manual workflows, compliance concerns, escheatment, and staff burden; and explore how modern, integrated solutions can transform this traditionally cumbersome process.
Discover how Imagine and Dash’s patient refunds solutions work together to simplify refund identification and workflow management directly within your revenue cycle operations – giving your team greater visibility, control, and audit readiness. Then, securely deliver funds to patients through fast, convenient, and trackable payment options.
✔ 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.
This white paper introduces a new paradigm: Refund Intelligence. By digitizing and centralizing refund workflows, healthcare organizations can gain real-time visibility into refund activity, track patient engagement across the refund lifecycle, measure operational efficiency and cost, improve compliance and audit readiness, and enhance patient experience. Through the combined capabilities of ImagineSoftware and Dash Solutions, organizations can move beyond basic processing and unlock a fully analytics-driven refund strategy.
