Refunding Patient Payments

Patient refunds are conducted in the Patient Transactions by clicking on the button.

To refund Patient Payments

1. In the Patient File, with the correct patient selected, click the button to open the Patient Transactions window

   NOTE: The following example describes the refund of a deposit (for a crown that was not fitted) to the patient, where the patient has a credit of $485.80 listed in their transactions window.

2. Click on the button to open the refunds wizard as shown below:

   

3. Click in the correct option button to select whether the refund is for a discount, for work not yet done, or for work done.
4. Enter the amount of the refund (a refund is allowed even if the patient’s balance is zero).
5. Enter a short reason for the refund in the ‘Refund Reason’ field, similar to the sample shown below:

   

6. Click ‘Next’ to start. A window will appear, similar to the following:

   

7. The window will list all the patient’s previous receipts. If the refund is for all or part of an amount already paid (as in this case), select that receipt.
8. Use the button in the Method of refund field to select the method from the list below:

   

9. Click ‘Finish’ to return to the transactions window, where the patient’s balance is now zero.