Refund without a Credit Balance
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 a Credit Balance
On the Patient or Encounter Dashboard, select Post Payment to create a receipt.
Payment Type: Choose Patient Payment.
Enter Received Date.
Choose a Patient if not already chosen.
Enter a negative amount for Received amount.
Reference/Check Number: Enter the Check Number
Enter a Note.
Select Do not Post.
Select Save [F2].
Choose the Post (Expert Mode) button on the Receipt Dashboard.
Choose the Encounter to Post against.
Transaction Code: Enter PRF.
Apply Amount: Enter Negative of the Receipt Amount.
Select Save [F2] to save the line item posting in the pop-up.
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