Issuing refunds

Issuing patient refunds 

1. To issue a refund, do one of the following:
   • On the Patient browser tab, open the patient's file.
   • On the Patient browser tab, click on the desired patient.
2. Click the Patient drop-down menu, and select Issue refund.

In the Issue refund dialog box, click on the payment to refund, select the Refund method, and click Save.

Issuing patient refunds from a return

1. If the returned sale had a patient payment applied to it, the Confirm operation dialog box will appear.
   
2.  If Yes is selected, the Issue refund dialog box will appear.
   1. 1. Optionally, adjust the Refund date using the red calendar icon. 
      2. Optionally, modify the Refund amount by clicking in that box. 
   2. Then, choose the Refund method from the drop-down menu. 
      

   3. Click Save.
      
      

      A credit memo generates for the patient.  Additionally, journal entries recording the return and refund are created. In the patient's Sales history screen, click REFRESH to see the return and refund transactions. Returned aids appear in the patient's Hearing aid's tab within the Ordered/delivered items section after clicking the show inactive items button.

3. If No is selected, a return credit will show in the patient's sales history tab.

Issuing patient refunds from an open balance

Highlight the patient's name in the patient browser or open the patient's file.  Then, select Patient and choose Issue refund from the drop-down menu.

The Issue Refund box will appear. Use the red calendar icon to adjust the Refund date. Enter the Refund amount
and then choose the Refund method from the drop-down menu. Finally, click Save.

Deleting patient refunds

To delete a patient's refund, navigate to the patient's Sales history tab.  Find the refund, right-click and select Delete refund.

The confirm operation box, pictured below, will appear and ask verify that you want to delete the refund.

Issuing 3rd party refunds from a return

Click on the Accounting option on the toolbar at the top of the screen.  Then, select 3rd party ledger from the drop-down menu. Select the Insurer from the drop-down menu. Optionally, select the Location and/or select Return from the Type drop-down option. After you find the return, right-click on that transaction and select Issue refund.  You will then see the Issue refund dialog box.

Select the Refund method and optionally adjust the Refund date, using the red calendar icon, or the Refund amount. Then click Save.

Issuing 3rd party refunds from an open balance

Navigate to the 3rd party ledger.  Select the insurance company that you will be issuing a refund to.  Optionally, narrow down your search using the Location or Type drop down options.  Find the payment or return that you will be refunding. Highlight the transaction and right-click.

Choose the Issue refund option.  The Issue refund box will appear.

Use the red calendar icon to adjust the Refund date. Adjust the Refund amount and select the Refund method by choosing an option from the drop-down menu.  Then click Save.

Deleting 3rd party refunds

Navigate to the 3rd party ledger option.  Choose the Insurance company from the drop-down menu and optionally, select the Location.  Optionally, in the type drop down box, select refund,  Then find the transaction in the list and right-click on it.  Select the Delete refund option.

The Confirm operation box will then appear and ask if you wish to proceed. Click Yes to delete the refund.