Issuing a Refund
You can issue a refund for a transaction that has already been settled.
To issue a refund:
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In a patient's record, select the Payment
icon and the code for Credit Card. The Payment/Adjustment Entry window is displayed.
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In the Previous Payment field, select the payment.
Note: You cannot refund more than the dollar amount of the original payment.
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Click Next. The Undo Payment window is displayed.
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Click Submit. The Refund Successfully Completed window is displayed.
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Click Finished. A message asks if you want to print a receipt.
Note: The Print Receipt option can be disabled in the Payment Manager configurations.
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Click Yes. The receipt is displayed. The receipt can be saved, printed, or emailed as a PDF file.
