Refunding Patient Credits

You cannot delete a patient credit after it has been refunded, you can only refund unapplied amounts - for example, for returned products where the refund amount was kept on account or items with adjusted amounts. For more information about product returns and refunds, go to Returning Products. For information about adjusting charges, go to Adjusting, Transferring, and Writing Off Charges.

1. Open a patient’s Receipts & Adjustments window. For more information on opening Receipts & Adjustments window, go to Opening a Patient’s Receipts and Adjustments.
2. Click History.

   The Receipt History window opens.

3. Select a receipt and click Refund.

   The Refund Patient Credit window opens.

4. Complete the fields in the Patient Refund section.
5. Click Refund.

   The refunded amount appears in the Refunded column on the Receipt History tab and in the Patient Refund of Unapplied Amounts report. For more information on the Patient Refund of Unapplied Amounts report, go to Patient Refund of Unapplied Payments.

In addition to the procedure above, watch this video.