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Overview

Panel

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borderWidth	2
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Info
The Refunds page shows a list of refund transactions from which you can review the original transaction that created the refund or post the refund transaction. It displays all transactions that have been refunded.

Info

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title	How to Get Here?

From the Home Page:	From the Menus:	*Via Shortcut Keys:*
Click Refunds from the Manage list.	Open the Manage menu and select Reports.	Press [Alt] + [M] + [R].

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Field Definitions

Field	Type	Required	Description
Practice	Read-only (Pulled from Refunds* transactions)*	Yes	The practice associated with the refund transaction.
Account ID	Read-only (Pulled from Refunds* transactions)*	Yes	The account number of the guarantor account.
Patient Name	Read-only (Pulled from Refunds* transactions)*	Yes	The name of the patient. Name displays as: [Last Name], [First Name][Middle Name]
Payee	Read-only (Pulled from Refunds* transactions)*	Yes	The name of the guarantor or payer receiving the refund.
Payee Address	Read-only (Pulled from Refunds* transactions)*	Yes	The address of the guarantor or payer receiving the refund.
Amount	Read-only (Pulled from Refunds* transactions)*	Yes	The amount of the refund.
Description	Read-only (Pulled from Refunds* transactions)*	Yes	The description entered when the refund transaction was created. After the refund has been posted or saved, the description appears on the Notes tab of the Account to which the refund was applied.
Creator	Read-only (Pulled from Refunds* transactions)*	Yes	The name of the person who created the refund transaction.
Created	Read-only (Pulled from Refunds* transactions)*	Yes	The date and time when the refund transaction was created. By default, the table is sorted by this column.
Check Number	Read-only (Pulled from Refunds* transactions)*	No	The check number of the check issued for the refund. The check number is recorded during posting of the refund.
Status	Read-only (Pulled from Refunds* transactions)*	Yes	The current status of the refund transaction. The applicable statuses are: Denied - The refund transaction was denied Pending - The refund transaction has not been posted Posted - The refund transaction was posted Reversed - The refund transaction was reversed
Performed By	Read-only (Pulled from Refunds* transactions)*	Yes	The name of the person who originated the refund transaction.
Performed At	Read-only (Pulled from Refunds* transactions)*	Yes	The date and time the refund transaction was originated.

Button Descriptions

Button

Shortcut Keys

Description

Step-By-Step Guides

Search

[Alt] + [S]

Opens the Search Criteria window for specifying criteria for finding refund transactions.

Finding Refund Transactions

View Trans

[Alt] + [V]

Opens the page or tab where the transaction originated so that you can see the transaction detail, for example, to the Active AR tab of the guarantor account, to the Suspense page, to the Refunds page, or to the Payment: ID tab for an insurance payment (IPYMT).

Select the transaction to view.
Click View Trans. The associated page or tab opens.

Print Trans

[Alt] + [T]

Generates the Refunds Transaction report and shows it in a preview window.

Tip
One or more refund transactions can be selected from the list. To select more than one refund transaction, hold down the CTRL key.

Select the transaction(s) to print.
Click Print Trans. The Refunds Transaction Report opens.
Print or save or navigate through the preview report with the navigation icons found at the top of the report.

Print

[Alt] + [R]

If the practice is configured to print refund checks, the Print button is displayed.

Printing Refund Checks

Reprint

[Alt] + [I]

Opens the Print window in read-only mode to that you can reprint the refund check.

Select the refund transaction to reprint.
Click Refund Transaction. Note: The refund transaction must have a Posted status.
Click Reprint. The Print window opens in read-only mode.
If the check being reprinted includes multiple refund transactions for the same payee, select the Roll up multiple transactions to same payee on one checkbox.
Click Print.

Post

[Alt] + [P]

Open the Post Refund window from which you can specify the check number and accounting date.

Posting Refunds

Deny

[Alt] + [D]

Opens the Deny Refund window where you can specify the reason the refund transaction is being denied. If the refund from Suspense is denied, the original transaction remains in the pending state.

Select the refund transaction(s) to deny.
Note
To select more than one line item, hold the CTRL key down and proceed to select all refunds to deny.
Click Deny. The Deny Refund window opens.
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Enter the Reason for denying the refund.
Click OK. The Performed By and Performed At columns are updated with the appropriate information.

Note
If the refund transaction originated from an insurance or guarantor payment, the transaction in the Active AR tab is updated with the appropriate markings for denial. For all other refund transactions, the originating transaction remains in a pending state.

Reverse

[Alt] + [R]

Opens the Reverse Refund window where you can specify the accounting date, if applicable, and reason the refund transaction is being reversed.

Select the refund transaction to reverse.
Click Reverse. The Reverse Refund window opens.Image Added
Enter the Accounting Date.
Enter the Description, or reason for the reversal.
Click OK. The refund transaction is reversed.

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Key

Overview

Field Definitions

Field

Type

Required

Description

Button Descriptions

Button

Shortcut Keys

Description

Step-By-Step Guides

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