In the event you need to refund an unallocated payment in a patient's account, you can do so with just a few steps.
First, go to Billing > Patient Payments 2.0.
Search for the patient you need to refund the unallocated payment.
Once you have the patient's payment history, you can view their unallocated balance. Click add to start the refund process.
Next, select or enter the following:
- Appointment: Unallocated/No Appointment
- Provider
- Payment Method
- Type: Refund
- Notes (Optional)
- Amount: The amount needs to be negative.
Click Add when finished.
The unallocated payment is now $0.00.
The next step is to cancel out the positive and negative balances in the unallocated column payments table. If we do not completely cancel out the balances, they will remain available for future allocations.
Click on the arrow (
) next to the receipt button.
Select the appointment and click Move and then Confirm for each unallocated amount.
The unallocated column will now reflect the full refund for the unallocated payment.
