Returning Payments from an Old System

You can return patient payments recorded using an old practice management system. Returned payments are added as credits to the patient’s account and can be refunded or applied to an order.

Only providers and staff members with the Old System Return security permission selected in Administration can return payments from an old system. If you do not have this security permission, an Override window displays, allowing another user with permission to enter their username and password and give you temporary access. For information on setting security permissions, see Setting Up Provider Security Settings and Setting Up Staff Security Settings
  1. On the left side of the Demographics screen, click Material Orders.
  2. Click the Transactions tab.
  3. Click + Old System Return.
  4. Record the Order Number from the old system.
  5. Record the Office Number from the old system.
  6. Click + Payment.
  7. Record the Amount of the payment you are returning.
  8. Select the Payment Type. If the Payment Type is a credit card, record the credit card information.
  9. Click OK.
  10. After you have added all payments, click Save.