Refunding Exiting Credits

If you do not want to apply credits have been previously created. it will eventually become nessisary to refund those credits, which is to technically adjust them out of your patient file as you would any other balance.

To refund an exiting credit without applying it to any balances follow the steps below.

1. Navigate to the patient Payment Tab. 2. Click the Add button. 3. Place a check mark next to the Credit Memo/Refund Existing Credits label. 4. The software will display a list of avaiable credits. Highlight the credit you wish to refund and click OK. 5. If you need to adjust the amount to be refunded, you may do so by editing the Amount field at the top of the payment screen. 6. When you are satisfied with the amount to be refunded, click the Record button. 7. If you did not refund the entire credit, the software will automatically re-calcuate the remaining dollar amounts for any available credits.