Refund an Overpayment
Q: How do I refund an overpayment?
1. Open the Patient's Account
![1. Open the Patient's Account](https://media.screensteps.com/image_assets/assets/006/034/834/original/media_1344349356164.png)
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](https://media.screensteps.com/image_assets/assets/006/034/836/original/media_1344349372522.png)
Click on the Ledger tab.
3. Add Adjustment
![3. Add Adjustment](https://media.screensteps.com/image_assets/assets/006/034/838/original/media_1344349409349.png)
Click the Add Adjustment button.
4. Select Refund Adjustment Code
![4. Select Refund Adjustment Code](https://media.screensteps.com/image_assets/assets/006/034/840/original/media_1344349538038.png)
Select the "refund" adjustment code using the drop-down menus.
5. Apply Refund
![5. Apply Refund](https://media.screensteps.com/image_assets/assets/006/034/842/original/media_1344349995550.png)
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.