On the toolbar under More select Refund Register Report. By default the pending refunds to be completed will be displayed. However this view can be changed under Advanced Search. Fields may be edited under More > Change Display Settings.
This report will be used to view, export and complete refunds with screens allowing detailed information to be included such as payment method and transaction IDs (check and check #)
Fields
Transaction ID: The identification number assigned to the transaction.
Sys. ID: The system identification number.
Refundee: The responsible party that will be refunded.
Transaction Date: The date of the transaction.
Status: Status of the refund or transfer: N/A, Pending, Completed, Cancelled
Type: The type of refund or transfer: N/A, Payer, Responsible Party
Amount: The dollar amount to search
Transaction #: The number assigned to the transaction which is typically the check number for the refund issued.
Payment Method: The payment method that will be associated with the transaction. Typically a check.
Payment Type: The payment type that will be associated with the transaction.
User: The user who performed the transaction.
Patient Chart: The unique number assigned to a patient account
Patient Name: Full name of patient
Resp. Party ID: The system identification number assigned to the Responsible Party
Resp. Party First: First name of the responsible party
Resp. Party Last: Last name of the responsible party
Payer ID: The system identification number assigned to the payer
Payer Name: Name of the payer
Advanced Search Fields
Commonly Used
Transaction ID: The identification number assigned to the transaction.
Sys. ID: The system identification number.
Refundee: The responsible party that will be refunded.
Transaction Date: The date of the transaction.
Status: Status of the refund or transfer: N/A, Pending, Completed, Cancelled
Type: The type of refund or transfer: N/A, Payer, Responsible Party
Register
Amount: The dollar amount to search
Transaction #: The number assigned to the transaction which is typically the check number for the refund issued.
Payment Method: The payment method that will be associated with the transaction. Typically a check.
Payment Type: The payment type that will be associated with the transaction.
User: The user who performed the transaction.
Patient
Chart: The unique number assigned to a patient account
First: First name of the patient
Last: Last name of the patient
Responsible Party
ID: The system identification number assigned to the Responsible Party
First: First name of the responsible party
Last: Last name of the responsible party
Payer
ID: The system identification number assigned to the payer
Name: Name of the payer
Payer List: Dropdown listing all payers in the system
In the Billing portal under Credit Balance, navigate to the toolbar under More select Refund Register Report. By default the pending refunds to be completed will be displayed. However this display can be changed under More > Change Display Settings, Search, or Advanced Search.
Double click on an entry to open a new window with details of the claim(s) for the refund and allow the update of the refund status, save a transaction number, payment method and payment type.
Fields
- ID: The identification number assigned to the transaction.
- Refundee: The responsible party that will be refunded.
- Status: Status of the refund or transfer: N/A, Pending, Completed, Cancelled
- Transaction #: The number assigned to the transaction which is typically the check number for the refund issued
- Date: The date of the transaction
- Payment Method: The payment method that will be associated with the transaction. Typically a check
- Amount: The dollar amount being refunded
- Payment Type: The payment type that will be associated with the transaction.
- Patient : The account number and name of the patient
- Contacts: Phone numbers and email information for patient
- Addresses: The address listed for the patient
- Claim Register Details:
- #: Checkbox indicating this claim is affected by the transaction
- ID: The system identification number for this transaction
- Claim: The claim number affected by this transaction
- Refundee: The responsible party that will be refunded.
- Payer Name: Name of the payer
- Amount: The dollar amount being refunded
- Payment Type: The payment type that will be associated with the transaction.
- Logging: The user name that created this transaction with the date and time of the transaction
- Save: Save changes
- Cancel Refund: This will change the status from Pending (or Completed) to Cancelled on the Refund Registry Report only. This will NOT remove the refund transactions on the claim itself. The user will need to go to the claim through the hyperlink on this screen to make those manual changes to the claim.
Close: Close screen without saving changes and return to previous screen
In the Billing portal under Credit Balance, navigate to the toolbar under More select Refund Register Report. Search and double click on the line of the transaction to edit.
- Update: Saves changes made on this screen with updated information such as Transaction Number, Payment Method or Payment Type.
- Cancel Refund: This will change the status from Completed (or Pending) to Cancelled on the Refund Registry Report only. This will NOT remove the refund transactions on the claim itself. The user will need to go to the claim through the hyperlink on this screen to make those manual changes to the claim.
- Close: Close screen without saving changes and return to previous screen
