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].

 


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