Version 14.19
Path: Clinical, Billing, or Practice Management tab > Patient Chart button > Credits
Overview
To issue a refund, the amount to be refunded (e.g., overpayment, erroneous patient payment) must first be entered as a credit in the patient's chart. If a refund is being issued as a result of a retraction, the original payment must be deleted from the corresponding claim to allow OP to record an available credit on a patient's chart. The following instructions assume there is an available credit on the specified patient chart.
- From the patient chart, click Credits in the Account section of the Window Navigation Panel.
- Click the Refund button.
Note: To change the date of the refund from the current date, click the down arrow next to the Date field and select a new Date from the drop-down menu |
- Select the appropriate Refund Method from the drop-down menu. You can select check, cash, credit card, etc.
- Enter the amount to be refunded in the Refund From Patient Credit or Refund from Insurance Credit field as appropriate.
Note: If no patient or insurance credit has been entered in the patient's account, the number pad icons are grayed out and no amount can be entered. |
- Enter the refund details in the free-form Note field. Include a clear description of why the Refund is being issued.
- If the refund method type selected is a Check, enter the Refund Check Number and any other pertinent information in regard to this refund.
- If the refund method type selected is an Insurance transfer, please see: Processing an Insurance Retraction, Takeback, or Recoupment.
- If the refund entry is being done to correct a previous user error of credit/payment duplication, for example, select Refund transfer as the refund method and enter the explanation in the Note field.
- Click the Save/Post button to return to the patient's chart.
Version 14.10
Path: Smart Toolbar > Account button > Credits tab
Overview
To issue a Refund, the amount to be refunded (e.g., overpayment, erroneous patient payment) must first be entered as a credit in the patient's account. If a Refund is being issued as a result of a retraction, the original payment must be deleted from the corresponding claim to allow OP to record an available credit on a patient's account. The following instructions assume there is an available credit on the specified patient account.
- From the patient account, click the Credit tab.
- Click the Add Refund button.
![]() | Note: To change the date of the refund from the current date, click on the down arrow next to the Date field and select a new date from the dropdown list. |
- Select the appropriate Refund method from the drop-down menu. Select from check, cash, credit card, etc.
- Enter the Amount to be refunded in the Refund From Patient Credit or Refund from Insurance Credit field as appropriate.
![]() | If no patient or insurance credit has been entered in the patient's account, the number pad icons will be grayed out and no amount can be entered. |
- Enter the Refund details in the free-form Note field. Include a clear description of why the Refund is being issued.
- If the refund method type selected is a check, enter the Refund Check Number and any other pertinent information in regard to this refund.
- If the refund method type selected is an Insurance transfer, please see: Processing an Insurance Retraction, Takeback, or Recoupment.
- If the refund entry is being done to CORRECT for a previous user error of credit/payment duplication, for example, select Unspecified as the refund method and enter the Explanation in the note field as appropriate.
- Click the Save/Post button to return to the Patient's Account form.