Refund an Overpayment

Q: How do I refund an overpayment?

1. Open the Patient's Account

1. Open the Patient's Account

Click on the Billing menu, then select Patient Account.  Search for the account using the patient's last name, then click Select to open the account.

2. Open the Patient's Ledger

2. Open the Patient's Ledger

Click on the Ledger tab.

3. Add Adjustment

3. Add Adjustment

Click the Add Adjustment button.

4. Select Refund Adjustment Code

4. Select Refund Adjustment Code

Select the "refund" adjustment code using the drop-down menus.

5. Apply Refund

5. Apply Refund

Double-click the arrow next to the charge line to apply the amount of the refund. You can also click inside the cell and manually type the refund amount (ex: -100.00).

Click the Save button to save the adjustment.

Refund Added to Ledger

The refund has now been added to the patient's ledger.