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

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Emily Bullock

• September 25, 2023 15:47

The patient paid by credit card and it ends up the insurance paid in full. I need to issue a patient refund by check (instead of refunding the credit card). How do I reflect this refund in the patient billing section so that their refund shown is zero'd out? 

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  Kathleen Burke

  • October 01, 2023 22:28
  • Edited

  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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