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 Patient had already paid upfront.

Refund a Patient Without a Credit Balance

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. The Patient will default if you used Post Payment from the Patient or Encounter Dashboard.

• Choose a Patient if not already chosen.

5. Received Amount: Enter a negative amount in the check or Card Payment field.

• Check: Refund Amount is entered in the Check field.

• Process Electronically

• Leave deselected if refunding by physical check.
• Select the checkbox if refunding by ACH (Electronically).

• If a Card is being used for the Refund:

• Select the Type, such as Discover. (Mandatory)
• Process Electronically

• For a Credit Card Refund that is being done through the System, select the checkbox.
• For a credit card Refund that is being done outside the System, deselect the Electronic Refund checkbox. (Default)

6. Reference/Check Number: Enter the Check Number
7. Enter a Note.
8. Select Do not Post.
9. Select Save [F2].

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

11. Choose the Encounter to Post where you want the Refund posted.

12. Transaction Code: Enter PRF.
13. 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.

14. Select Save [F2] to save the line item posting in the pop-up.