PATIENT MANAGEMENT PROGRAM
Inventory Refund
The second type of refund is because of a fee reduction of inventory return. This is a two-step process:
1. Return the inventory
2. Process the refund
1.
Return the inventory item. Press F12 on the appointment book and select your patient or get into the
Patient Activity screen in your usual manner. Locate and select the original inventory item. Click into the
column under Patient. Type in the cost of the item with a minus sign, i.e. -50.00 and press Enter or the Tab
key. Click the radio button to the left of None in the payment amount area. Click Post.
2. Process the refund. Get back into Patient Activity. Type REF or click into the Code field and select
Refund. Leave the patient amount 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. Type your initials. Click Save.
If the returned inventory item can be sold again, you will
want to increase your Amount in Stock for this item in Fee
Schedule, Inventory.
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Posting Activity