To post a refund to a patient balance:
- From the Patient tab, select Financials > Ledger.
- Under Actions, select Adjust Balance. The Adjust Balance window is displayed.
- Select Refund.
- Confirm the Location.
- In the Date field, enter the service date for which the refund is being applied.
- Enter the Refund Amount.
- Enter a Comment.
- Click Save Changes. A message is displayed directing you to confirm if you wish to post the refund.
- Click Yes, Post Refund to post the refund to the patient's ledger and adjust their balance.
See How to Adjust a Patient Balance for more information.