• Escrow cannot be refunded until the Escrow Receipt is posted in full to an Encounter (unless it is a Credit Card Payment).

• Any recent Encounter can be used to post the Receipt.
• If you use a non-integrated Merchant Service, the Credit Card Payment must be posted to do a refund.

• After posting the Receipt, the Refund can be done using the Post Refund button on the Payments Dashboard or the Post Refund link from the Patient or Encounter Dashboard.

• If the Patient does not have any Encounters, a zero dollar Charge can be created to post the Escrow Receipt.

• A negative balance will be created, allowing the Refund to be credited against it, resulting in a zero balance.

Learn More