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,

1. Select the type and method of refund.
   
2. 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.
   
3. Check that the ‘amount to refund’ for each line invoice is correct and modify if necessary.
   
4. Click save. 
   

1. Click ok.
   

Click here to learn more about credit refunds.

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