Here are the Steps to Void or Refund a patients unapplied payment
1. Click on Practice Management (top left corner)
2. Select Accounting
3. Select Unapplied Payments
4. When the Box opens enter the Paient Name or Account Number
5. Click the box to the left of the Unapplied Payment you want to Refund or Void
6. The Date Received field will automitically default to todays date however you can change if needed
7. Click Refund or Void as needed. .
8. This will remove the unapplied payment.
The audit trail of these transactions can be found in our Unapplied payments by Accounting or Un the Unapplied Payments feature under the Patient tab. Search for your patient and the history will be shown.