Sometimes you may have a situation where you will need to refund a patient. Use this workflow to correctly issue the refund.
Watch this video for a quick walkthrough.
Let's get started!
- Search for the patient using the Global Search Bar.
- Click on the Payment quick link.
- Select the Manage Credits tab.
- Under Step 1, checkmark the required receipts of unapplied credits that need to be refunded.
- Select the Refund tab under Step 2.
- Enter the mandatory refund information.
- Click Refund.
Note: If the payment has already been applied towards a balance you would need to reverse the payment, post which Refund can be done. Click here to learn more. |
Issuing refunds to patients by managing unapplied credits and processing refunds as needed is easy.
Those are the few simple steps that you need to learn for issuing a refund for a patient.