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 refund. A separate Reference Batch can be used for reporting purposes.


Post Patient Refund

  • From the Payment Dashboard, click Post Refund

  • From the Patient or Encounter Dashboard, select the Post Refund link.

  • Enter pr in the Navigation box.


Using one of the methods above, create a Refund Receipt.

  1. Refund Type: Choose Patient Refund.

  2. Post Date: Defaults from Reference Batch. If the field is blank, you are not linked to a Reference Batch. Stop and link to a Reference Batch before going forward.

  3. Enter the Mailed Date.

  4. Check Date is optional.

  5. Patient ID: Enter the Patient ID or use the Lookup icon to find the patient.

  6. Refund Amount: Enter the amount to be Refunded to the Patient. (Do not use a negative number because the System will do this automatically.)

  7. Reference/Check Number: Enter a check number if applicable.

  8. Note: Optional

  9. Click Save/Post.

 

  1. On the Post Refund screen, click the checkbox on the line item to refund.

  2. Click Save [F2].

 


Learn More

  1. Patient Refunds

    1. Full Refund before Depositing Funds

    2. Partial Refund from Check-In Payment

    3. Refund without Credit


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