Refund Patient

Refund Patient

From the Claim Transaction Detail Screen for the claim with a credit balance:

1. Click on the payment line that created the credit balance (most likely the patient payment)
2. In the box that opens below, use the drop-down box labeled Transactions and select "refund patient" 
3. Next to the white Amount box, enter only the dollar amount you want to refund
4. You can enter remarks with a check number to add to the audit trail
5. Click the Add to Preview button and see if the balance is correct (should be zero)
6. Click the Commit Preview button if you agree
7. Click the Refresh Data and give the system a few minutes to post and update

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