Which steps describe voiding or refunding a payment in Phreesia?

• A. Notify the patient and delete the transaction.
• B. Close the payments module.
• C. Audit log records the action.
• D. Locate the transaction, select void/refund, confirm amount and reason.

Answer: (D)

Voiding or refunding a payment in Phreesia is done by locating the specific transaction, selecting the void/refund option, and then confirming the amount and the reason for the adjustment. This sequence ensures you are changing the correct payment, the amount being adjusted is accurate, and there is a documented reason for the adjustment for future reference and auditing.

Notifying the patient and deleting the transaction doesn’t perform the actual financial adjustment within the system and can leave the payment record incomplete or noncompliant. Closing the payments module prevents changes altogether, so it isn’t a valid step for processing a void or refund. The audit log records actions after they’re performed, but it doesn’t execute the adjustment itself—the actual void or refund happens only through locating the transaction and confirming the amount and reason.