Posting Payment Refunds

Patient refunds are generated when a patient overpays their account. Refunds issued to patients are posted under Unassigned Payments.

Note: You can only create a refund if there is a credit on a patient’s account.

Accessing Unassigned Payments

Open the Payment menu and select Unassigned Payments.

Unassigned Payments Layout

The page is divided into two sections:

  • Upper - This is where you enter the payment/refund information
  • Lower - Displays past payments/refunds that have been posted on the patient’s account

Unassigned Payments - Upper Section

To enter a patient refund, you must enter the following information:

  1. Trans. Type: Select PATIENT REFUND
  2. Payment Code: Select REFUND PATIENT
  3. Amount: Enter the refund amount as a negative number
  4. Ins. Code: Select 0 - Patient
  5. Copay Unassigned/Total: The refund amount must be less than or equal to the available credit

Once the information is entered, click Add.

Unassigned Payments - Lower Section

The refund shows in the lower section once you click Add in the upper section.

Important: When posting a patient refund, the credit is removed from the account. If you delete a patient refund, the original payment that was removed will need to be reposted.

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