There are two ways to process a refund in PracSuite:

  1. Processing refunds from an invoice

  2. Professing refunds from the Payments section on Patient and Third-party Payer files

Processing refunds from an invoice

To process a refund on an invoice that contains payments, place the invoice into Edit mode. You will then be able to select the Refund button at the top of the Items section.

Processing refunds from the Payments section on patient and third-party payer files

To refund any payment, including unallocated payments, go to the Invoices tab of the Patient or Third-party Payer file.

  1. Select the Payments tab

  2. Select a single payment to be refund

  3. Select the Refund button to start the refund process

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