Refund Escrow

Refund Escrow

AlertThis 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.





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