Full Refund before Depositing Funds

Full Refund before Depositing Funds

Sometimes a patient requires a full refund before their payment has been deposited. For example, the patient pays at check-in but discovers they owe nothing (such as services not rendered).

 

Assuming the money has not been deposited, you can disburse the Receipt using a void code. This is not used for Credit Card Payments.

Disburse the Receipt using a Void Code
  

  1. Select the Receipt number using the Receipt link on the Patient/Encounter Dashboard or in the Reference Batch.


  1. Select Modify on the Receipt Dashboard.

 

  1. Disbursed: Enter VO.

  2. Add a Note.

  3. Select Save [F2].

 


    • Related Articles

    • Full Refund before Depositing Funds (Table of Contents)

      Contents Full Refund before Depositing Funds Patient Refunds

    • Patient Refunds

      Patient Refunds The following steps show the process of refunding Patient Credit Balances. If any part of the money is currently in escrow it needs to be posted in full before proceeding. A Patient credit balance is necessary to post a Patient ...

    • Full Insurance Refunds & Takebacks Posted Manually

      There is a specific workflow for manually posting Insurance Refunds. If there are other Payments on the Remit, the Refund(s) must be posted before the Payments are posted. Attach to a Reference Batch before beginning the Refund process. It is ...

    • Refund Escrow

      Escrow cannot be refunded until the Escrow Receipt is posted in full to an Encounter. You can use any recent Encounter to post the Receipt. After posting the Receipt, the Refund can be done using the Post Refund button on the Payments Dashboard or ...

    • Post Non-sufficient Funds (NSF) Overview

      When a check is returned due to insufficient funds (NSF), the NSF Transaction is processed against the original Receipt. If the bank charged a fee, this amount may be added to the Patient. The Patient Payment must be posted in full. There cannot be ...