Overview

The Practice: New and Practices: [name] pages are comprised of eight tabs:

The Refunds tab allows you to specify whether refund checks are printed or exported in Connect Back Office.

Check Printing Format Options include the options for printing specific information on the specified check format, including the voucher sections of the check. The location of the voucher sections are determined by the check format. For example, DLM255 has a voucher section at the top and bottom with the check in the middle section. DLT104 and LMP100 have the check at the top and the voucher sections in the middle and bottom sections.

How to Get Here?

To open the Refunds tab for new practice:

From the Home Page:
From the Menus:
Via Shortcut Keys: 
  1. Click Practices from the Admin list. 
  2. Click Create.
  3. Click the Refunds tab.
  1. Open the Admin menu and select Practices.
  2. Click Create.
  3. Click the Refunds tab.
  1. From the Practices page, press [Alt] + [C].
  2. Click the Refunds tab.


To open the Refunds tab for existing practice:

From the Home Page:
From the Menus:
Via Shortcut Keys: 
  1. Click Practices from the Admin list.
  2. Select the practice to be modified.
  3. Click Update*.
  4. Click the Refunds tab.

*Alternate Navigation: Double-click the practice from the list.

  1. Open the Admin menu and select Practices.

  2. Select the practice to be modified.

  3. Click Update*.

  4. Click the Refunds tab.

*Alternate Navigation: Double-click the practice from the list.

  1. From the Practices page, select the practice to be modified.
  2. Press [Alt] + [U].
  3. Click the Refunds tab.

 

(Click an image below to enlarge.)

Practice: New Page / Refunds Tab


Practice: [name] Page / Refunds Tab

 


Field Definitions

Field

Type

Required

Description

Print OptionsDrop Down
Determine whether the print or export function is available in Refunds of Back Office. When you select any of the Deluxe check styles, the Check Printing Format Options become available for selection, and the Print Preview button is available.
Check Printing Format Options Section 


Field 

Display Only

(pulled from Check Templates)

Yes 

Check Information to be printed in the check section.


Option Read-only or Drop Down (varies by field)YesDocuments the information that will be printed on the check

Button Descriptions

Button

Shortcut Keys

Description

Step-By-Step Guides

Print Preview[Alt] + [P]Preview how the information will be printed on the check.
  1. Click Print Preview. A sample refund document window opens.
  2. The document can be saved ()  or printed (), as necessary.
  3. Click  to close.

 


 




Check Printing Format Options

Option

Description

Sample

(click image to enlarge)

Blank

This option specifies that none of the print options apply


Deluxe DLM255

This option specifies that refund checks are printed on the Deluxe DLM255 check. This check format has three sections: top, middle, and bottom. The top and bottom sections are the voucher section and are blank when printed. The middle section includes the check information entered as the refund (payee name and address, written amount, date check process, and amount refunded). By default, this option is selected.

 

Deluxe DLM105

This option specifies that refund checks are printed on the Deluxe DLM105 check. This check format has three sections: top, middle, and bottom. The top and bottom sections include stub information (practice name, check #, plan #, date issued, amount, check detail, and account #). The middle section includes the check information entered as the refund (payee name and address, written amount, date check process, and amount refunded).

 

Deluxe DLT111

This option specifies that refund checks are printed on the Deluxe DLT111 check. This check format has three sections: top, middle and bottom. The top section includes the check information entered as the refund (payee name and address, written amount, date check process and amount refunded). The middle and bottom sections are voucher sections and are blank when printed.

 

Deluxe DLT104

This option specifies that refund checks are printed on the Deluxe DLT104 check. This check format has three sections: top, middle and bottom. The top section includes the check information entered as the refund (payee name, written amount, date check process and amount refunded). The middle and bottom sections include the check number, date of issue, amount of the refund, insurance plan, account ID and name, patient name, date of service, and Claim ID.

 

Deluxe DLT103

This option specifies that refund checks are printed on the Deluxe DLT103 check. This check format has three sections: top, middle and bottom. The top section includes the check information entered as the refund (payee name, written amount, date check process and amount refunded). The middle and bottom sections are voucher sections. The middle section includes the payee name and address entered as the refund. The bottom section is blank when printed.

 

LMP06

This option specifies that refund checks are printed on the LMP06 check. This check format has three sections: top, middle and bottom. The top and bottom sections are the voucher sections and are blank when printed. The middle section includes the check information entered as the refund (payee name and address, written amount, date check process and amount refunded).

 

LMP100

This option specifies that refund checks are printed on the LMP100 check. This check format has three sections: top, middle and bottom. The top section includes the check information entered as the refund (payee name, written amount, date check process and amount refunded). The middle and bottom sections are voucher sections. The middle section includes the payee name and address entered as the refund. The bottom section is blank when printed.

 

LMP12

This option specifies that refund checks are printed on the LMP12 check. This check format has three sections: top, middle and bottom. The top section includes the check information entered as the refund (payee name, written amount, date check process and amount refunded). The middle and bottom sections are voucher sections. The middle section includes the payee name and address entered as the refund. The bottom section is blank when printed.

 
Deluxe SSLT104This option specifies that refund checks are printed on the Deluxe SSLT104 check. This check format has three sections: top, middle and bottom. The top section includes the check information entered as the refund (payee name, written amount, date check process and amount refunded). The middle and bottom sections are voucher sections. The middle and bottom sections include the check number, account ID & name, date of issue, amount of the refund, service date, and policy number.

The following tables show available fields for each check format. The information printed in the check and voucher sections are listed in the What Prints in Voucher Section column. 

The information that prints on the check is the information from refunds processing in Back Office. The grayed options are read-only. Some options can be edited. If the options allow editing, select a different value to print or not to print on the check.  

Check Format

Check and Voucher Sections

Available Field

What Prints in Voucher Section

DLM255

Top - Account Number

Vendor No

Blank

Reference Number

Blank (Default) or

Account Number

Net Amount Paid

Blank

Name

Blank

Invoice Date

Blank

Gross Amount

Blank

Discount Taken

Blank

Check Date

Blank

Middle - Check Information

(from Refund)

To the Order Of

Payee Name and Address

Pay

Written Amount

Date

Date check processed

Amount

Amount refunded

Bottom


Blank

Check Format

Check and Voucher Sections

Available Field

What prints in the voucher section

DLM105 and LMP06

Top


Blank

Middle - Check Information

(from Refund)

To the Order Of

Payee Name and Address

Pay

Written Amount

Date

Date check processed

Amount

Amount refunded

Bottom


Blank

Check Format

Check and Voucher Sections

Available Field

What prints in the voucher section

DLT111

Top - Check Information

(from Refund)

To the Order Of

Payee Name and Address

Pay

Written Amount

Date

Date check processed

Amount

Amount refunded

Middle


Blank

Bottom


Blank

Check Format

Check and Voucher Sections

Available Field

What prints in the voucher section

DLT104

Top - Check Information

(from Refund)

To the Order Of

Payee Name

Pay

Written Amount

Memo

Blank (Default) or

Refund Description

Date

Date check processed

Amount

Amount refunded

Middle - (from Refund)

Bottom - (from Refund)


Practice Name

Check No

Date Issued

Amount

Insurance Plan

Account ID/Name

Patient

DOS

Claim ID

Memo

Check Format

Check and Voucher Sections

Available Field

What prints in the voucher section

DLT103 and LMP12

Top - Check Information

(from Refund)

To the Order Of

Payee Name

Pay

Written Amount

Memo

Blank (Default) or

Refund Description

Date

Date check processed

Amount

Amount refunded

Middle - (from Refund)


Payee Name and Address (Default) or

Blank

Bottom


Blank

Check Format

Check and Voucher Sections

Available Field

What prints in the voucher section

LMP100

Top - Check Information

(from Refund)

To the Order Of

Payee Name

Pay

Written Amount

Memo

Blank (Default) or

Refund Description

Date

Date check processed

Amount

Amount refunded

Middle - (from Refund)


Payee Name and Address (Default)

Blank

Bottom


Blank

Check Format

Check and Voucher Sections

Available Field

What prints in the voucher section

SSLT104     

Top - Check Information (from Refund)

Middle

Bottom


    		AddressPayee Name and Address (Default) or Blank
AmountAmount refunded
DateDate check processed
Memo

Blank (Default) or

Refund Description

PayWritten Amount
To the Order OfPayee Name


 

Related Topics

Practices

Practices Page

Practice / General Practice Information Tab

Practice / Affiliated Facilities Tab

Practice / Affiliated Providers Tab

Practice / Group Numbers Tab

Practice / Statements Tab

Practice / Miscellaneous Tab

Practice / Provider Groups Tab

Provider Group Page

Configuring Practices

Importing Procedure Codes

Updating Practices

Deleting Practices



Search this documentation



  • No labels