Issue Refund

Use Refund tasks to manage refunds to insurance plans and patients for overpayment of medical claims. See also Reverse Payment.

To issue a refund

1. Click Encounters >Find Payments.
2. In the Look For search bar, enter all or part of a keyword to find the payment.
3. Once you find the payment, double-click the record to open it.
4. Click Refunds at the bottom of the window.
5. Select "Refund Unapplied Amount."
6. Complete the refund details: See below.
7. Click Save .

1. Recipient Type: Select the recipient of the refund - Patient or Insurance.
2. Based on Recipient Type, select the patient or insurance by clicking the button.
3. Issue Date: Select the date that the refund is being issued.
4. Refund Method: Select how the refund is being issued.
5. Memo: Optional. Enter a note about the refund if desired.
6. Status: Select the status of the refund - Draft or Issued.
7. Ref. #: Optional. Enter a tracking number for the refund (i.e.: Check number).