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how to document a patient refund by check in the patient billing section


1 comment

  • Kathleen Burke

    In the client's main page, click the "Billing" tab. Change the dropdown from "Billable items" to "Transactions by client". Find the payment in question and click "View". In the new screen, click "Refund". There is a dropdown menu in the next screen where you can change the "Method" from credit card to check.

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