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When a patient is owed a refund, you can mail them a physical check directly from Lemma. You can also include a PDF document, such as an explanation of benefits or itemized statement, that will be printed and enclosed with the check.

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Sending a refund

Go to Move money > Mail a check and complete the following steps:
1

Enter the patient's address

Provide the patient’s full mailing address. This is where the check will be delivered.
2

Enter the refund amount

Enter the amount to refund the patient.
3

Choose a shipping method

FedEx Overnight checks submitted before 2 PM ET are printed and mailed the same day, so they can be delivered by the next morning. USPS First Class checks are printed by the end of the next business day.USPS delivers to any address in the United States, including PO boxes. FedEx Overnight requires a street address and cannot deliver to PO boxes.
4

Upload an attachment (optional)

You can upload a PDF to include with the check. The document will be printed in black and white and mailed in the same envelope.Requirements:
  • Format: PDF
  • Page size: US Letter (8.5” × 11”) on every page
  • Page limit: up to 5 pages
Skip this step if you do not need to include a document.
5

Review and confirm

Review the details and confirm. The fee is deducted from your account automatically.