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Handling Requests for Refunds in a Healthcare Office Practice
Managing a patient’s request for a refund requires caution and a measured response. Refund requests are not only one of the most common patient concerns, but they are also one of the most complex because payer plans, state laws, and professional licensing boards may involve different rules and guidelines.

Medical and Dental Record Retention
Retaining well-maintained patient records helps medical and dental professionals ensure continuity of care; protect against any future professional liability claims, licensing board complaints, and peer review inquiries; and can assist when responding to investigations by governmental compliance agencies and billing audits.

Continuing Education Insight
For healthcare professionals, keeping up with the changes and advances in your field is a lifelong challenge. The Doctors Company offers continuing education courses for providers, dentists, nurses, practice managers, advanced practice clinicians, and other staff across a broad range of subjects.

Requests to Amend a Medical or Dental Record
Patients have the right to request amendments to their medical or dental records, but practitioners have the right to determine if the changes will be made. Following the guidelines presented here can help ensure clear communication and documentation.

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