How to Record a Refund Against a Treatment

In some cases, for example, the patient had a filling and they came back a week later because the filling fell out the practice may need to process a refund against a treatment. Although the treatment still occurred they may want to refund the patient for the inconvenience.

A refund of treatment can be recorded by following the below steps: 

Go to 'Patient' > 'Financial' > 'Purchases' > Select the Pencil Under  the refunds column. See below:

Simply enter the refund method, the refund amount, and a note if required.

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:

The refund will then appear against the treatment like so: