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

  1. Open a patient profile. See Opening Patient Profiles.
  2. Click the Orders tab.

    The patient’s order information appears.

  3. 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.

  4. Enter an amount in the Adjustment Amount field.
  5. Select a reason for the price adjustment from the Select a Reason drop-down list.

  6. 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.
  7. Click Adjust.
  8. Click Refund or Credit.
    If you select credit, the price adjustment report opens showing the amount issued as customer credit.
  9. 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.
  10. 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.
  11. Click Save on the Payment Refund screen to issue the refund.

    The price adjustment report opens showing the refund amount.

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