Partial Refund from Check-In Payment
A Patient pays at Check-in, but they owe less than expected at Check-out.
Payment Scenarios
Payment was made before the Patient was seen by the Provider.
The Patient owes less at Check-out than the amount paid at Check-in.
The money has not been deposited.
The Patient does not have an existing balance to apply the Over-Payment.
Examples of when the traditional Refund process will not be used
Paid by Check
Return the original check to the Patient, and the Patient writes a new check for the new amount.
Refund the difference in cash.
Paid by Cash: Refund in cash the difference in the Charge amount and the original Payment amount.
Paid by Credit Card: Void the original Receipt.
To Refund the Over-Payment, modify the Receipt using one of the options below.
Attach to the original Reference Batch
Option 1: Disburse the Original Receipt
Select Modify on the Receipt Dashboard.
Disbursed: Enter or select VO.
Add a Note.
Select Save [F2].
Create a new Patient Receipt for the new Amount.
Option 2: Modify the Amount on the Original Receipt
Return the over-payment to the Patient in cash or return the check and have the Patient issue another check.
Select Modify on the Receipt Dashboard.
Change the Received amount to the new amount collected.
In this example, the original amount was $40 and is being changed to $25.
Add a Note.
Select Save [F2].
Paid by Credit Card
Use the Void button on the Receipt to Void the original Payment.
Create a new Receipt for the new amount.
Run the Credit Card again for the new amount.
Learn More
Create a New Receipt
Process a Credit Card Payment
Partial Credit Card Refund
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