Refund to Patient/Insurance
1. Open patient account.
2. Click the Ledger tab to view credit.
3. Click th Add Adjustment button
Select Adjustment Type
1. Click on the drop down for list of adjustments.
2. Select Refund from adjustment list.
Apply Refund Amount
1. Double click to apply the amount of the refund. Amount will default to the amount of the
overpayment. You can also click inside the grid and manually type the refund amount. (Refund amount will be in parentheses) You will need to press the "-"/dash key before entering the amount manually to add the amount back to the account. For example the amount as shown in the screenshot would be entered as -65.00.
2. Click Save.