Refund Without a Credit

Refund Without a Credit


Refund without Credit

Sometimes a Patient will not have a credit but needs a Refund. For instance, refunding a Patient before the Insurance adjudicates, or the Patient paid in error, and the Charge has not been written off.


Refund without Credit

  1. On the Patient or Encounter Dashboard, select Post Payment to create a receipt.
  2. Payment Type: Choose Patient Payment.
  3. Enter Received Date.
  4. Choose a Patient if not already chosen.
  5. Enter a negative amount for Received amount.
  6. Reference/Check Number: Enter the Check Number
  7. Enter a Note.
  8. Select Do not Post.
  9. Select Save [F2].

  1. Choose the Post (Expert Mode) button on the Receipt Dashboard.

  1. Choose the Encounter to Post against.

  1. Transaction Code: Enter PRF.
  2. Apply Amount: Enter a Positive amount for the Apply Amount.
  • The PRF is a negative by default, but it will show positive on this screen.
  1. Select Save [F2] to save the line item posting in the pop-up.






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