Refund an Overpayment
Q: How do I refund an overpayment?
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
Click on the Ledger tab.
3. Add Adjustment
Click the Add Adjustment button.
4. Select Refund Adjustment Code
Select the "refund" adjustment code using the drop-down menus.
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.