Process Return for Paid Items

Determine if the item was paid for by the patient or by an insurance company and complete the associated instructions noted below. 

Instructions

1. Access Accounting > Invoices > search for and open all invoices that are linked to the returned item.
2. Process the following for all linked invoices. 
   • Click the icon beside Paid in the Status field; click the green check mark to change to Active.
   • Click the green check mark beside Authorized to change to Pending.
3. Process the following on the invoice where the charges were originally assigned. Note: The appropriate invoice has the Qty column highlighted in yellow. 
   1. Highlight a line item and click the (-) icon.
   2. Click 'Yes' in the Remove Item modal.
   3. Step 5 creates a credit on the invoice and a Grant Credit button displays.
   4. Click 'Grant Credit.'
   5. Follow the instructions below for either Paid by Patient or Paid by Insurance.

If Patient Paid On The Returned Item

1. Click the checkbox beside Refund to Patient. 
2. Input a refund amount. 
3. Select the appropriate refund type in the dropdown menu. 
4. Click 'Apply.' Note: The invoice status is updated to Paid status with this action.

If Insurance Paid On The Returned Item

1. Contact insurance company to inform of item returned. 
2. Insurance company will either request a check or recoup from future EOB.