Important Content Update Message
We are currently updating the OP Help Center content for the release of OP 20. OP 20 (official version 20.0.x) is the certified, 2015 Edition, version of the Office Practicum software. This is displayed in your software (Help tab > About) and in the Help Center tab labeled Version 20.0. We appreciate your patience as we continue to update all of our content.

Issuing a Patient Refund

Version 14.19

The amount to be refunded must first exist as a credit in the patient's account. 

  1. Click the Patient Chart button on the Clinical, Billing, or Practice Management tab.
  2. Click Credits in the Account section of the Window Navigation Panel.
  3. Click the Refund button. The Patient Credit Account window is displayed.
  4. Select the following:
    1. Date: Default is the current date. Select a different date if applicable.
    2. Refund Method: Select what type of payment method the refund will be.
    3. Refund from Patient Credit: The amount to be refunded to the patient.
    4. Note: Enter the check number and details/explanation for the refund, if appropriate.
    5. 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. 

  1. Click the Patient Account button .
  2. Click the Credit tab .
  3. Click the Refund button.
  4. The Patient Credit Account window is displayed. Select the following:
    1. Date: Default is the current date. Select a different date if applicable.
    2. Refund Method: Select what type of payment method the refund will be.
    3. Refund from Patient Credit: The amount to be refunded to the patient.
    4. Note: Enter the check number and details/explanation for the refund, if appropriate.
    5. Click the Save/Post button at the bottom to save changes and exit.