Auto-Post Multiple Refunds and Print Refund Checks

Auto-Post Multiple Refunds and Print Refund Checks

Refund Checks can be printed from Credit Management.

  • It is recommended that you Post Refunds from Credit Management as part of your daily/weekly workflow and Print Refund Checks as part of your end of month/period close workflow.

Refund Check Printing Setup

The Service Facility, Insurance, and System Settings must be set up to print Refund Checks.

Service Facility Setup

  • Checking Information can be entered on the Service Facilities.
  • If all Facilities have the same Bank Account, you can select a Default Facility to use for the Bank Account Information.



Insurance Refund Address

  • The Insurance Refund Address can be added to the Payer in the Insurance Library.


Post Multiple Refunds

Multiple Refunds can be selected at once to Refund. This action will:

  • Post the Refund to the Encounter(s); and
  • Populate the Print Refund Checks List.


Refund Review/Post Refund

  1. In Credit Management (Admin > Credit Management), select the Refund Review radio button.

  1. Choose Guarantor, Patient, or Insurance in the Credit Application field dropdown.
  • Additional Filter Criteria can be selected to narrow the search results.
  • Example:
  • Credit Bal > = 5.00 and Credit Bal <= 200.00
  1. Select the Search button to refresh the screen with your selected Filter Criteria.
  2. Credit Application: Select the Guarantor, Patient, or Insurance that will receive a Refund Check.
  3. Select Post Refund.

  1. Enter a Note on the Post Refund popup (optional).
  2. Select Save [F2].



Using the Print Checks button and checking Mark as Printed will remove them from the Print Refunds Checks list. The checks do not have to be physically printed.

  1. Select the Refund Review radio button on the Credit Management screen.
  2. On the Credit Management screen, select the Print Refund Checks button.

  1. Use the Filter Criteria to list the Refund Checks that you want to print.
  • Type: Select one of these from the dropdown: All Refunds, Patient Refund, Insurance Refund, or Invoice Refund. The default is All Refunds.
  • Use other Filter Criteria if needed.
  1. Select Search to populate the Print Check list using the Filter Criteria.

  1. From the list on the Print Refund Checks screen, choose the Receipt(s) to be printed.
  2. Select Print Checks.

  1. Select the Mark as Printed checkbox to remove the Receipt(s) from the list.
  2. Select Run [F2].

The steps above will produce a PDF file, which can be used to print the checks.

  • Check Forms need to be loaded in your printer and aligned to print correctly.


Payments Dashboard: Print Refund Receipts

The Print Refund Checks screen can also be accessed from the Payments Dashboard.

  • On the Payments Dashboard, select the Print Refund Checks button.
  • Follow steps 9-10 above to print the Refund Checks.

Receipt Dashboard

Learn More: Delete or Modify a Receipt

Printed Date vs. Check Date

  • Printed Date: Populated with the date that the check was printed if the Mark as Printed checkbox was selected.
  • Note: This does not indicate that a physical copy of the check was printed. Once the check is marked as printed, the System considers the check printed regardless of what occurs next.
  • Check Date: The date of the Refund as printed on the check.
  • Note: This field will only be populated if it is entered manually. Do not enter a date in this field if you do not want the Check Date to print on the Refund Check.



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