Version 14.19
The amount to be refunded must first exist as a credit in the patient's account.
- Click the Patient Chart button on the Clinical, Billing, or Practice Management tab.
- Click Credits in the Account section of the Window Navigation Panel.
- Click the Refund button. The Patient Credit Account window is displayed.
- Select the following:
- Date: Default is the current date. Select a different date if applicable.
- Refund Method: Select what type of payment method the refund will be.
- Refund from Patient Credit: The amount to be refunded to the patient.
- Note: Enter the check number and details/explanation for the refund, if appropriate.
- Click the Save/Post button at the bottom to save changes and exit.
Version 14.10
The amount to be refunded must first exist as a credit in the patient's account.
- Click the Patient Account button .
- Click the Credit tab .
- Click the Refund button.
- The Patient Credit Account window is displayed. Select the following:
- Date: Default is the current date. Select a different date if applicable.
- Refund Method: Select what type of payment method the refund will be.
- Refund from Patient Credit: The amount to be refunded to the patient.
- Note: Enter the check number and details/explanation for the refund, if appropriate.
- Click the Save/Post button at the bottom to save changes and exit.