Submitting a refund
In the case a patient made a payment in error or wishes to return an unused product, a refund will be necessary. This can be reflected in Healthquest but will also be necessary to carry out the transaction on the Interac machine or a cash exchange.
Open a patient’s client card and click the ‘acct summary’ button.
Click the invoice summary tab.
Click the ‘refund/return’ button.
On the above window,
- Select the type and method of refund.
- Enter the number into the ‘number to return’
column if you wish to track inventory being returned to stock. The amount will
automatically be calculated.
- Check that the ‘amount to refund’ for each line
invoice is correct and modify if necessary.
- Click save.
- Click ok.
Click here to learn more about credit refunds.
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