Process a patient refund by entering a negative Payment.
There are few scenarios when processing a refund for a patient. The process varies depending on whether work was done, not done, overpaid, or returned.
When a procedure has been overpaid by the patient, do the following:
When a procedure was set complete but the work was not actually performed on the patient, do the following:
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.