Refunding or Removing Patient Credits

  1. On the left side of the Demographics screen, click Material Orders.
  2. On the Orders tab, click Credit.

    The Customer Credits window lists the patient’s credits.

  3. Click Refund Customer Credit.
  4. In the dialog box that opens, click Refund to confirm the refund.
  5. Click Edit to record the refund payment type and amount.
  6. Click Save.

    The receipt for the credit refund opens in a new window.

  7. Click Print to print the receipt.