Partial Refund from Check-In Payment

Partial Refund from Check-In Payment

A Patient pays at check-in, but they owe less than expected at Check-out.

Assumptions regarding the Payment

  1. Payment was made before the Patient was seen by the Provider.
  2. The Patient owes less at Check-out than the amount paid at Check-in.
  3. The money has not been deposited.
  4. The Patient does not have an existing balance to apply the Over-Payment.
You will not use the traditional Refund process.
  1. Check:
    1. Return the original check to the Patient or refund the difference in cash.
    2. The Patient writes a new check for the new amount.
  2. Cash: Refund in cash the difference in the Charge amount and the original Payment amount.
  3. Credit Card: Void the original Receipt.
To Refund the Over-Payment, modify the Receipt using one of the options below. 

Option 1 for Cash or Check

Disburse the original Receipt with the Disbursement Code, VO.

  1. Select Modify on the Receipt Dashboard.

 

  1. Disbursed: Enter VO.

  2. Add a Note.

  3. Select Save [F2].

  

  1. Create a new Receipt for the new amount collected.

  2. Return the over Payment to the Patient.

Option 2 for Cash or Check

Modify the Amount on the Original Receipt.

  1. Select Modify on the Receipt Dashboard.

  

  1. Change the Received amount to the new amount collected.

  2. Add a Note.

  3. Select Save [F2].

  4. Return the Over Payment to the Patient.

 

Credit Cards

Depending the on the date the Credit Card was processed and the Refund is being processed will determine which method to use.

Void

Void the Transaction if the Refund is being done on the same day that the Payment was processed.
  1. Use the Void button on the Receipt to Void the original Payment.
  2. Create a new Receipt for the new amount.
  3. Run the Credit Card again for the new amount.

Refund

The Refund button will replace the Void button the next day after the Credit Card Payment was processed.


 


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