Creating Refund Codes

To create a refund code:

  1. Select Tables > Payment/Adjustment Codes. The list of existing codes is displayed.

  2. Use the Search Criteria field to refine the list; for example, type Patient to see the existing patient-related codes.

  3. Click New.

  4. In the Actions panel, enter a code and description.

  5. Ensure that Adjustments, Patient, Debit, and Active are selected.

  6. For the Default Pay Type, select Refund.

  7. Click Save.

 

Related Topics

Setting Up Payment Manager

Assigning Merchant IDs to Multiple Locations

Creating Payment Codes