FAQ: How do I remove items from the Missing Refund report?
1. If assigning credits from the Refund Report, double-click on the claim number with the Missing Refund to open the Patient Transaction History. If not, skip to step 2.
2. Open the Patient Transaction History from whatever screen you are in.
3. In the Patient Transaction History window right click on the payment line creating the credit and select Credits.
4. In the Credit Entry window you will get a pop-up asking if you would like to create a credit, click Yes.
5. In the Credit Entry window, in the Refund To drop down select the refundee you would like the credit to be applied to (if different than what has defaulted), then confirm the payment affected, and set the Level to the appropriate one to match the refundee.
6. Click OK
