Process a patient refund by entering a negative Payment.
To issue a refund, credit the patient's account for the service. The credit is a negative Adjustment applied to a completed procedure to zero out the fee. Then, either enter a negative payment using the patient's original payment method or apply the payment to other services.
See our video on patient refunds: QuickTip: Patient Refunds
To refund a patient payment:
An alternative option to a refund is to credit a patient's account and transfer the original payment to other services. After adjusting off the original procedure with a negative adjustment type, complete an Income Transfer to allocate the original payment to other completed or treatment planned procedures.
Scenario 1: A service or product return. Your patient purchased a product they want to return.
Add a negative adjustment and attach to the original charge. If the patient is left with a balance, either refund the patient and create a negative patient payment OR leave the credit and complete an income transfer to allocate the payment to other services.
Scenario 2: A warranty credit. Your patient paid for a filling that fell out and it needs to be redone. You aren't going to return money to the patient, but you will redo the filling at no charge. add a negative adjustment to account for the warranty when you chart the replacement procedure.
Once the replacement procedure is complete, create a negative adjustment for the procedure fee and attach it to the new procedure. If a different provider performed the work, consider attaching the adjustment to the original procedure then complete an income transfer to transfer the original payment to the new procedure. This re-allocates the income to the new provider.