Refunding a Payment

• To refund a payment, click on the Payment tab in the client file.
• Click on the payment in question on the grid.
• Click on the Adjustment button and the Add Billing Adjustment screen will display.

• The amount in question will automatically appear in the Add Billing Adjustment screen.
• Check Credit next to the amount to decrease the client’s balance.
• Choose a Reason from the drop down menu

*Reasons include the following options: C = Change in Benefits/Coverage D = Discount E = Error I = Change in Insurance Eligibility or Plan M = Marketing Promotion P = Proration G = Guest Medicating at a clinic with documentation

• If needed, add a note in the Remarks box to give further information about the change.