How to Post a Refund to a Patient Balance

Note:  The Refund option is greyed out unless the Patient has a credit balance.

To post a refund to a patient balance:

1.  From the Patient Record, select Financials. 

2.  Under Actions, select Adjust Balance. 

3.  Select Refund.

4.  Confirm the Location.

5.  Enter the Refund Amount.

6.  Enter a Comment if required.

7.  Click Save Changes.

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