Voiding Orders

You can void orders that have a lab on hold or ready status. When you void 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 void orders

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

    The patient’s order information displays.

  3. Select Void from the Actions drop-down list for the order you want to void.

    The Confirm Void Order window opens.

  4. Select a void reason in the Select Reason for Void drop-down list.
  5. Click Refund or Credit.
    If you select credit, the return/void report opens showing the amount issued as customer credit.
  6. 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.
  7. 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.
  8. Click Save on the Payment Refund screen to issue the refund.

    The return/void report opens showing the refund amount.

    If you need to print the return/void report after the transaction has ended, click the Transactions tab and click the Print icon for the return.

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