IRC Office Hours - Patient Refunds and Prepayments

Is your practice falling into the "Robbing Peter to pay Paul" trap?

Don't let prepayments and patient overpayments create financial instability. In this Office Hours session, IRC leaders Nancy Koerber, Marnie Cabezas, and Carla Morrow share a roadmap for handling upfront funds with clarity and integrity.

In this session, you will learn how to:

• Manage Escrow: Collect funds upfront and hold them responsibly
• Track Earned Revenue: Pay yourself as revenue is earned
• Navigate Refunds: Determine when full or partial refunds are required
• Mitigate Risk: Build financial policies that protect you from emotionally charged or legally risky refund disputes.

Let's build a financial policy that protects your peace of mind and your bottom line.

AABC membership is required for IRC Office Hours. Registration is free and open to all AABC members. 

IRC Leaders

Nancy Koerber, CPM, CPC

Nancy has practiced in the community birth setting since the early 80's. In addition, she has a business and practice administration background and also specializes in coding and billing. Nancy served as the Executive Director of the WNC Birth Center in Asheville and has assisted with birth center development for several others. 

Nancy has worked with legislative affairs since non-nurse midwives became illegal in North Carolina in 1982. She is well versed in how to build relationships with legislators to serve as partners in advocacy for midwives and birth centers. 

Carla Morrow, CNM, DNP

Carla is a CNM with over 25 years of experience providing comprehensive care to women and families. She holds a Master of Science in Nursing from Texas Christian University and a Women's Health Nurse Practitioner certificate from the University of Texas Southwestern Medical Center at Dallas. After receiving her Doctor of Nursing Practice degree from Baylor University, she established the Fort Worth Birthing & Wellness Center in 2013. Since its accreditation in 2014, the birth center has garnered numerous community awards for its commitment to excellence in care.

Carla is a dedicated advocate for sustainable midwifery practices and enjoys the business aspects of running a birth center. She actively contributes to the midwifery community by leading the Texas Sustainability Committee with the Coalition of Texas Birth Centers and serving on the AABC Industry Relations Committee.