Refunding payments as credits

To refund a third-party payment, open the client card for the patient the payment was applied to.

1. Click the ‘acct summary’ button.
   
2. Open the invoice summary tab.
   
3. Highlight the invoice to refund.
   

1. Click refund/return.
   
2. Select ‘create credit on payer’s account.
   
3. Enter the number of returns.
   

1. Click save, a warning message will appear, click yes.
   

*Note, this credit is saved in the third-party records NOT the patient’s credits.

 

Using third party credits

As a new invoice is generated and directed towards the third party with credits, applying those credits is as straightforward as clicking payment from the invoice entry window.

The system will identify there are credits for this third-party and open the distribute credits window.

1. Select the credits available from the top.
   
2. Select the invoice to apply the credits to from the bottom.
   
3. Click distribute credits.
   

 If the person creating the invoice is not the person applying third party payments the distributing of credits may need to happen after the invoice has been generated.

1. Open the third-party record to see the credits available. (Admin menu > edit third parties).
   
2. Search for a third-party.
   

• Related Articles

• Third party payments

  Click the billing menu, select third-party payment entry. Select the third-party and company. Highlight the invoice from the list (select multiple if required). Select the payment and method. Click save to apply the payment. Click receipt to save and ...

• Third party statements

  Third party statements can be generated in the same way patient statements are created, as well as from the third-party record. Third party statements Under the admin menu, select edit third parties. Search for the third party in the lookup. Click on ...

• Submitting a refund as credits

  There may be a time when there is an overpayment, or credits from a refund , that will remain on a patient record. Credits are also transferable between patients and companies. Examples of client credits: Patient overpays for a good or service and ...

• Create a third party record

  On occasion, a service may be billed to a company instead of the patient, such as an insurance claim. In such cases, create invoices on the patient’s record that are directed towards the third party. There are a few steps to set up prior to creating ...

• Create a patient relation with a third party

  Creating a patient relation to the third party is optional but recommended. Open a patient’s client card, click on the relations tab. Along the left, highlight third party, then click ‘new’. Use the lookup to find your third-party card. Select the ...