Refund Escrow
This article does not apply to Integrated Merchant Services Credit Card Payments, which do not have to be Posted to be refunded.
- 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
Refunds
Force Apply a Patient Payment
Patient Refunds
Refund without a Credit Balance
Payment/Receipt FAQs
Post an Insurance Payment Manually
Related Articles
Find Receipts with Escrow
Working Escrow (unallocated funds) is a crucial step in managing Patient A/R. You can find Receipts with Escrow in from multiple places in the System: Receipt Management Report Payment Dashboard Receipt History Use the Receipt Management Report ...Payment/Receipt FAQs
Adjustments/CARC Codes How can I post additional Adjustments? Post an Adjustment from: Payment Dashboard Patient Dashboard Encounter Dashboard Learn More Multiple Adjustment Lines Rebill the Claim from the Adjustment screen Adjustment Transaction ...Refund Without a Credit Balance
A Patient may not have a credit balance, yet still require a refund. Examples: The Patient is refunded before the Insurance adjudicates. The Patient paid a Copay but left before being seen. The Claim is denied with no Patient Responsibility, but the ...Force Apply a Patient Payment that will Create a Credit
Force Apply a Patient Payment If the Patient Payment Receipt amount is greater than the Patient Balance, it can be force Applied to an Encounter and will create a Patient Credit Balance. On the Post Patient & Collection Payments screen, choose All ...Payments, Receipts, and Escrow Overview
Receipt vs. Payment information The System is an Encounter/Charge based Accounting System. Receipts and Payments are fundamentally different. The Receipt holds the details of the money received, who the Payer is, how much was deposited in the bank. A ...