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[Legacy] Issuing a Refund to a Patient for Overpayment

Last Updated: Dec 07, 2018 09:42AM EST

There are a variety of circumstances that could result in a credit balance for a patient. For example, insurance may pay more than was expected after you have collected a substantial payment from the patient for the same date of service.

If you have decided to issue a refund to a patient, follow these steps:

  1. Write the check to the patient

  2. Go to the Posting screen for that patient, and scroll to the very bottom

  3. In the line titled, "New Charge/Credit" choose "Refund" as the type of transaction, enter today's date,  and put the amount of the check in the "Charge" blank. That is not a typo: you put it in the "Charge" blank, though you may think it should go elsewhere.

  4. Once this is entered, you should see a yellow "distributed adjustments" button appear. Click this button to allocate the amount of the refund to one or more dates of service. 

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