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.
- Refund Type: Choose Patient Refund.
- 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.
- Enter the Mailed Date.
- Check Date is optional.
- Patient ID: Enter the Patient ID or use the Lookup icon to find the patient.
- Refund Amount: Enter the amount to be Refunded to the Patient. (Do not use a negative number because the System will do this automatically.)
- Reference/Check Number: Enter a check number if applicable.
- Note: Optional
- Click Save/Post.
- On the Post Refund screen, click the checkbox on the line item to refund.
- Click Save [F2].
Report for Patient Refunds
Use the Payment and Adjustments Report to report on Refunds.
Reports on the Left Side Menu > Payment and Adjustments Report in the Transactions panel
Report Refunds as a Group
Use the Transaction Code RF in the Transaction Code Reporting Group field to report all Refunds as a Group.
- Date Type: Post Date
- Date Span: Enter From and To Dates or select a pre-delivered Date Span.
- Transaction Code Reporting Group: RF
- Totals Only: Uncheck to see details; Leave checked to see Totals Only.
The Totals for each group will be reported at the end of the report.
Report on a specific Refund Transaction Code
To report on specific Refund Transactions, such as Patient Refunds, Insurance Refunds, Invoice Refunds, or Collection Refunds, use the Transaction Code filter.
- PRF: Patient Refunds
- IRF: Insurance Refunds
- VRF: Invoice Refunds:
- CRF: Collection Refunds
Learn More
Full Refund before Depositing Funds
Partial Refund from Check-In Payment
Insurance Takebacks/Reversals Overview
Post as Remitted versus Takeback
Insurance Declares a Future Takeback
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