PATIENT MANAGEMENT PROGRAM
Refunds
There are two types of patient refunds. The first is a refund that is required due to an overpayment.
To Post a Refund press F12 on the appointment book and select your patient or get into the Patient Activity
screen in your usual manner. Type REF or click into the Code field and select Refund. Leave the patient fee at
0.00. Press Enter. Press Enter or the Tab key to create a second line.
To create the refund amount either click the radio button to the left of Amount and type in the amount of the
refund with a minus sign, i.e. -50.00 or click the radio button to the left of Account Balance if the amount is
correct.
Select the method of the refund i.e. Cash, Cheque, etc. under Payment Type. Click Post.
Your end of day receipts will not match your summary sheets if you write a Cheque to your
patient for the amount of the refund. If you refund by cash, debit or credit card, your day end
receipts will be accurate.
In the Patient Information Account Activity screen add a comment to the refund by clicking onto the refund line
and clicking the Edit Comment button. Type an explanation for the transaction. Type your initials. Click Save.
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Posting Activity