How do I refund a patient credit?

Prior to refunding a patient credit, the patient must have a credit (unapplied amount) on their account.

To refund a patient credit in OfficeMate v10.5 or above:

  
1. Open a patient’s receipts and adjustments by clicking the Receipts icon and selecting Receipts and Adjustments.
  
2. Click History.
  
3. On the Receipt History window, select the positive unapplied amount in the Unapplied column that you want to refund.
  
4. Click Refund.
  
5. Complete the fields in the Patient Refund section on the Patient Refund Credit window.
  
6. Click Refund.
  
7. Click Yes on the Refund Warning message. Be aware that you cannot undo this refund!
  
8. Click Print, if desired.

To refund a patient credit in OfficeMate v10 or below:

  
1. Open a patient's ledger.
  
2. Click the Patient Receipt History tab.
  
3. Right-click on an item and select Refund Patient Credit.
  
4. Complete the fields in the Patient Refund section.
  
5. Click Refund.

Note: If you are using OfficeMate 5.2 and below, you can refund a patient credit by creating a fee slip with a "patient credit" or "refund" Product Name; however, you must select the appropriate posting date (File>Change Posting Date) before recording the fee slip or the posting date of the transaction will be incorrect.

For more information on patients' receipts and ledgers, see the "Recording Receipts & Adjustments" chapter in the F1 online help and OfficeMate User's Guide (