Full Refund before Depositing Funds (Table of Contents)

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• 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 ...

• 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 ...

• Worklists (Table of Contents)

  Contents Worklists Overview Worklist Settings Create a Worklist Worklist Filters Worklist Visibility