Credit Card Return
Refund Patient Payments back to a credit or debit card using XCharge (OpenEdge), PayConnect, or PaySimple. Refunds cannot be performed directly to a patient's checking or savings account via an ACH transaction, instead process a check or debit refund. When issuing a Refund, the credit is posted as a negative to the patient account. It may be necessary to apply an Adjustment to remove any procedure balance due after the refund if the patient is no longer responsible.
To return a payment to a credit or debit card:
Select the patient. In the Account Module. Click Payment.
Enter a negative amount to return to the card (e.g. -50), then click OK to open the Payment window.
Clinics: Verify the correct Clinic is selected.
Current Payment Splits: Allocate the refund to a procedure or unearned income type.
If this is not a credit or debit card return, enter the check number (if applicable) and select the Payment Type then click OK to complete the return.
If this is a card return, proceed to step 6.
Credit Card: Select the credit/debit card to charge or select New Card to enter a new card number.
Click XCharge, PayConnect, or PaySimple to initiate the credit card processor. If multiple card processing programs are enabled, and a card or account is selected, use the program listed next to the number to process the payment. Otherwise, you will be prompted to enter new card or account information.
X-Charge: XCharge (OpenEdge)
PayConnect: PayConnect Window
PaySimple: PaySimple Window
The Credit Card Transaction Details will be automatically added to the payment note.
Click OK to post the return to the patient account.