eServices > Using CareCredit > Posting a CareCredit Refund

Posting a CareCredit Refund in the Payments Window

To post a CareCredit refund in the Payments window:

1. Select an option:

2. In the Patient List window:In the Patient List window:Select the patient and click Transactions.

3. In the Patient window:In the Patient window:Click Transactions.

The patient Transactions List window is displayed.

2. Select Payments. The Payments window is displayed.

3. Select Refunds in the Select Operation section. The Payments - Refund Credits window is displayed.

4. Select the CareCredit refund code from the Code drop-down list.  The CareCredit Transactions adjustment window is displayed.

5. Press Tab, and type the refund amount.

6. Use the drop-down list to select the provider if your office has multiple CareCredit providers.

7. Use the drop-down list to select the CareCredit payment plan.

8. If you do not know which payment plan was used for this transaction, return to the Transactions window, select the transaction, and select CareCredit Integration > View the Payment Plan from the Options section of the Express bar.

8. If there are multiple patients listed at the bottom of the window, enter zero amounts in the Amount fields for all  patients other than the patient who will be receiving the CareCredit refund. Type the CareCredit refund amount in the Amount field for the patient, and leave the field selected.

9. To add a note, select the Notes column for the transaction and type the information.

10. Do one of the following:

• If the patient has his CareCredit card:If the patient has his CareCredit card:Click Post. The CareCredit Refund window is displayed.
  
  Type the patient's account number and click OK. A refund approval message is displayed.

• If the patient does not have his CareCredit card:If the patient does not have his CareCredit card:Click the Look Up Account Number if Card Not Present button. The CareCredit Account Lookup window is displayed.  
  
  Do one of the following:
  
  --If the Social Security Number and zip code fields are populated, click OK. If the patient has an active account, the account number and amount available sections are populated.
  
  --If the Social Security Number and zip code fields are not populated, ask for the Social Security Number and zip code of the person who owns the CareCredit account, type the information in the fields, and click OK. If the cardholder has an active account, the account number and amount available sections are populated.
  
  Click Post. A refund approval message is displayed.

11. Click OK. The CareCredit Refund Transaction Receipt window is displayed.

12. Click Print, and give the patient one of the copies.

 

Related Topics

Reprinting CareCredit Receipts