How do I return a product?

To return a product in OfficeMate, follow the instructions below:

1. Open the Fee slip Item Return window using one of the following methods:
   - Open the Patient's ledger, select a fee slip, fee slip line item, or product refund line, and click Returns or right-click on a fee slip or product refund line in the Patient or Patient/Insurance tab and select Returns or Return Item.
   - Click Tasks on the main window toolbar and select Return Product. Type a fee slip number and click Get Slip.
2. Select the person recording the transaction from the Recorded By drop-down menu.
3. Select the products to be returned.
4. For each item selected, perform the following steps as needed:
   - Change the number in the Qty Ret column if the patient is not returning all of the units originally purchased.
   - If there is a nonrefundable amount for this product, type the amount in the Non-Refundable Amt column and select a reason for not refunding the entire amount from the Reason drop-down menu.
   - Select the Do NOT update Inventory check box to return a product without adding it back into an inventory list.
   - If the patient is eligible to receive a refund on the copayment, select the Refund Co-Pay check box.
5. Select a reason for the return from the Reason for Return drop-down menu.
6. Select the patient refund method.
7. If you are applying a refunded insurance amount to a patient credit, select the Apply Refund to Patient (On Account) check box.
8. Type comments in the Comments box, if necessary.
9. If the lab order must be canceled, click the Rx Order Status Mark as 'CANCELLED' check box and call the lab to cancel the order.
10. Click Record