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
Select the Receipt number using the Receipt link on the Patient/Encounter Dashboard or in the Reference Batch.
Select Modify on the Receipt Dashboard.
Disbursed: Enter VO.
Add a Note.
Select Save [F2].
Related Articles
Full Refund before Depositing Funds (Table of Contents)
Contents Full Refund before Depositing Funds Patient RefundsPatient 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
This article does not apply to Credit Card Payments, which do not have to be Posted to be refunded. Escrow cannot be refunded until the Escrow Receipt is posted in full to an Encounter (unless it is a Credit Card Payment). You can use any recent ...Refund Without a Credit
Refund without Credit Sometimes a Patient will not have a credit but needs a Refund. For instance, refunding a Patient before the Insurance adjudicates, or the Patient paid in error, and the Charge has not been written off. Refund without Credit On ...