Refund Date or Method - Correct Prior Entry

The following instructions are to correct the refund date or method.

Note: These instructions do not apply if your office uses RevPayments. Contact Customer Support for assistance. 

Instructions

1. Access Patients > search for and open a patient > Account > Refund History.
2. In the grid, for the appropriate refund line item, click the X (void refund) icon.
3. In the Void Refund modal, input comments and click 'Apply.' Note: This action creates a credit, and displays a Refund button
4. Click 'Refund.' See Example
5. In the Process Refund modal, complete the required fields.
6. Click 'Apply Refund.' Note: The refund displays in the Refund History tab.