Performing Price Adjustments
When you perform price adjustments on orders, you can refund the amount paid to the customer or issue a credit to apply to a new order.
If your office uses TMS or Worldpay for credit card processing, see the following topics for more information:
To perform price adjustments
- Open a patient profile. See Opening Patient Profiles.
- Click the Orders tab.
The patient’s order information appears.
- Select Adjust from the Actions drop-down list for the order you want to perform the price adjustment on.
The Confirm Payment Adjustment window opens.
- Enter an amount in the Adjustment Amount field.
- Select a reason for the price adjustment from the Select a Reason drop-down list.
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In the note field, enter information about the adjustment.
This field appears only if the required notes feature is configured for this transaction type. See Setting Up Required Notes. - Click Adjust.
- Click Refund or Credit.If you select credit, the price adjustment report opens showing the amount issued as customer credit.
- If you select refund, click Edit on the Payment Refund screen to open the Refund Payment window for a refund payment type.To split the refund between multiple payment types, click Edit and update the refund amount for each payment type.
- In the Refund Payment window, verify the refund using one of the following methods:
- For major credit card refunds, enter the card number and expiration date from the original card used, verify the refund amount, and click OK.
- For other refund payment types, verify the refund amount and click OK.
- Click Save on the Payment Refund screen to issue the refund.
The price adjustment report opens showing the refund amount.