Refund To Patient
Summary:
Office is required to provide a refund to the patients account.
Scenario I: Patient has paid for a service and now they wants their money back.
1. In the patients financial screen, in Open and Detailed view, highlight the originating charge (the service date in question), right click, select FEE ADJUSTMENT, enter the dollar value as a negative, i.e.: -500.00 enter a description, i.e.; “Reversal of Charges”. NOTE: This will leave a credit balance on the account as a result of reducing the fee changed and the fact that they paid. This will also reverse production.
2. Next, highlight the charge again, right click, select PAYMENT ADJUSTMENT, enter the dollar value as a negative, enter a description, i.e.; “Refund to Patient”.
3. Office would then issue the refund cheque, MasterCard, Visa or debit card reversal to the patient.
Scenario II: Patient has a credit on their account, perhaps the result of an overpayment or initial prepayment. Patient wants this money returned to them.
1. In the patients financial screen, in Open and Detailed view, highlight the originating charge, right click, select PAYMENT ADJUSTMENT, enter the dollar value as a negative i.e.; -45.00 enter a description i.e.: “Refund to Patient” . This will leave the balance on that date at $0.00.
2. Office would then issue the refund cheque, MasterCard, Visa or debit card reversal to the patient.
Scenario III: Patient has fully paid for service, balance is at $0.00, but now the insurance company has paid for a portion. Refund back to patient for the amount that the insurance has paid.
1. In the patients financial screen, in Open and Detailed view, highlight the originating charge (the service date in question), right click, select FEE ADJUSTMENT, a message will appear: “Zero balance on transaction, do you wish to continue?”, click YES. Now enter the dollar value as a negative, i.e.: -100.00, enter a description, i.e.: “Refund to Patient”. NOTE: this will leave a balance on the account under this service date of 100.00.
2. Now right click on the originating service date again, and select Submit to Insurance. Selection will display the primary to resubmit 100.00, adjust as required. Click OK. Balance is transferred to insurance side.
Product (s): ABELDent version 6.00B09
Category: Financial
Classification: Public
Date Created: 17 November 2005
Created by: KaM