Credit Payment Refunds

About this task

In this scenario, a patient has paid a prepayment which has been banked, and the patient has changed their mind about a procedure (for example) and now wantes a refund.

Procedure

  1. Open the patient's record.
  2. Within the Patient Explorer, select the Accounts menu item.
  3. Select an account and click Open existing account.
  4. On the Account Credits tab, click Allocate/Refund Credit Payment.

  5. In the Allocate Credit Amounts window, click Refund.
  6. In the Refund window:
    • Indicate the Reason for the refund.
    • Indicate the refund Method
      • For refund via EFTPOS Auto, tick the associated check box.
      • For all other refund methods, enter a description
  7. Click OK.

Results

You will see the refund within the Account Credits tab.

The Refunds History tab will show the details of the refund.

The Receipts tab shows details of the original receipt.

The Refunds tab in the Banking module shows details of the refund.

Details of past refunds can be listed using the Refunds Audit Trail Report.