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. Enter the Refund Amount.
7. Enter a Comment.
8. Click Save Changes. A message is displayed directing you to confirm if you wish to post the refund.
9. Click Yes, Post Refund to post the refund to the patient's ledger and adjust their balance. 

Note: You cannot post a partial refund for an ePayment (credit card) transaction to correct a wrong amount. The entire amount must be refunded, and then you can post a new transaction to charge the correct amount.

See How to Adjust a Patient Balance for more information.