Simplify Patient Refunds
SmartRefund works with Sage Intacct to automate your patient refund workflow with efficiency and compliance.
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SmartRefund is an easy-to-use solution that simplifies handling patient refunds. With seamless integration into Sage Intacct, it automates bulk data imports, minimizes manual work, and ensures compliance with regulations—all while delivering a smooth experience for healthcare providers and patients.
Why Choose SmartRefund™?
Faster Refund Processing
Automate and streamline patient refunds through check, saving valuable time and reducing administrative workload.
Enhanced Patient Satisfaction
Ensures timely refunds and transparent communication.
Customizable & Scalable
Adaptable to different refund workflows and organizational sizes.
Cost Savings & Efficiency
Reduce manual work, minimize paperwork, and lower operational costs with an automated refund solution.
Compliance & Security Assurance
Stay compliant with industry regulations while protecting patient data with robust security measures.
Reliable Customer Support
Access dedicated support for any inquiries or technical assistance, ensuring a smooth and hassle-free experience.
Features
Bulk Contact Import
Upload patient contact details in bulk, reducing manual data entry.
Use SmartRefund’s provided CSV template to ensure data accuracy.
Validate and adjust imports with real-time status updates.
Patient Refund Management
Process refunds directly within Sage Intacct.
Automate refund workflows with efficiency and accuracy.
Intuitive and easy-to-navigate interface
Security, Compliance & Support
Adheres to data protection regulations to maintain compliance.
Securely stores and processes sensitive patient information.
Our SmartRefund team is on standby to answer inquiries and provide technical assistance.
Pricing for Healthcare Providers of All Sizes
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Outgrowing Quickbooks and Consolidation Nightmares
How do you know when you've outgrown Quickbooks? Is your bank's requirement for consolidated financial statements giving you nightmares? Johnny Cupp, the CFO at TherapySouth, describes the night and day difference between consolidated reporting in Quickbooks and Sage Intacct as well as the time his staff reclaims for more productive activities every week.
Outgrowing Quickbooks - the exact moment you knew when you'd outgrown Quickbooks!
BTerrell Group has proudly been a certified Sage Intacct Partner for decades.
BTerrell delivers integrated and reliable solutions that enhance the capabilities of Sage Intacct.
Sage Intacct is the first and only AICPA-preferred financial management solution, providing unparalleled features and capabilities.
Sage Intacct is rated #1 for customer satisfaction by G2 Crowd.
Get Started with Fast, Compliant, Hassle-Free Refunds
Experience a faster, more efficient way to manage patient refunds. Book a demo to see how SmartRefund can streamline your process, reduce costs, and improve patient satisfaction.
Book A Demo