If a patient has a credit amount on their record and would like that amount refunded, a balance refund can be processed.
After you have manually refunded the patient via the appropriate payment method such as cash or card etc. You can record this refund on Aerona by following the below steps.
Go to 'Patient' > 'Financial' > 'Overview'. See below:
You can record a balance refund by simply selecting the pencil icon located to the right of the payment/deposit under the 'refund' column of the recent payments table. See Below:
Once you have selected the pencil, the below dialog box will appear. Simply select your refund method, the refund amount, and add a note if applicable.
You also have the option of backdating a refund, this will allow users to backdate refunds where corrections are required.
To do this, select the calendar picker icon highlighted below and choose the desired date:
Simply select 'save' and the refund will be reflected on the account and the balance will be updated accordingly. See below:
The refund of the balance can also be completed via the 'Patient' section under ' Financial' > 'Payments' by following the same steps explained above.
Learn more on how to backdate refunds below: