How to Post a Refund to a Patient Balance

To post a refund to a patient balance:

1. From the Patient tab, select Financials > Ledger.
2. Under Actions, select Adjust Balance. The Adjust Balance window is displayed. 
   
3. Select Refund.
4. Confirm the Location.
5. In the Date field, enter the service date for which the refund is being applied. 
6. Select a Refund Type. 
   Note: Refund types can be managed and added from the Administration tab (Administration > Procedures & Fees > Manage Adjustments). See How to Create and Manage Adjustment Types for more information. 
7. Enter the Refund Amount.
8. In the Reference field, enter any additional information as needed (e.g., a check number).
   Note: This is a reportable field that you can include in reports such as the Transaction Report. You can update the refund entry at any time to change the information in the Reference field without impacting the daysheet.
9. Enter a Comment.
10. Click Save Changes. A message is displayed directing you to confirm if you wish to post the refund.
11. Click Yes, Post Refund to post the refund to the patient's ledger and adjust their balance. 

See How to Adjust a Patient Balance and How to Adjust or Remove Refunds on the Patient Ledger for more information.