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.






      • Related Articles

      • Refund Escrow

        Escrow cannot be refunded until the Escrow Receipt is posted in full to an Encounter. You can use any recent Encounter to post the Receipt. After posting the Receipt, the Refund can be done using the Post Refund button on the Payments Dashboard or ...

      • 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 ...

      • Pair your Device and Process a Credit Card Test Payment

        Virtual Credit Card Device If you do not have a physical card reader, the Credit Card Processing screen in the System can be used to process credit cards. You can use a stored card or physically enter the credit card information. Pairing is not ...

      • Payment/Receipt FAQs

        Payment/Receipt FAQs Adjustments/CARC Codes How can I Post additional Adjustments? How can I remove a PR code that was posted in Error? How can I Post a PR Code instead of a CO code? How do I Post a CO45 on a Secondary Payment? Balance Transfer Why ...

      • Patient Dashboard: Balance Panel

        Balance Panel Features Navigation Links Post Charge Opens the Post Charge screen to add a new Charge for the Patient. ERAs Shows the number of ERAs, and the link opens the existing ERA List that is associated with the Patient. Cases Shows the number ...