FAQ: How do I apply a refund to a patient's claim?
1. Pull up the patient's history.
2. Go to the claim which has the balance being refunded.
3. Right click and select Add Payment
4. Enter a Deposit Date (usually the check date) and a Paid By of the Refundee
5. SKIP THE PAYMENT LINE ENTIRELY
6. On the Adjustment line, enter a POSITIVE amount; should be the amount you are refunding
7. Select the appropriate Adjustment Type: either Refund to Patient or Refund to Insurance
8. Click Post
9. Repeat for each procedure line as needed
