Refund Without Card

For a refund of a payment that has been applied to a claim (negative balance claim):

There are two ways to do this:

1 - you can add a claim to the patient's claim history and add the "RTP" service code in the amount of the refund due (In my example I'm refunding 400.00 to the patient)

The claim can be ditto'd from a provider or add as a "blank claim" but you will need to code 1 DX to save the claim

2 - Return to the patient's billing dashboard, apply the payment to the "Refund Claim" - net result will be a balanced claim (black, zero balance)

3 - On the Claim History screen, click "add payment" Icon, and enter a negative payment, TAG: 'Refund' and a positive write off like this with the ORIGINAL payment information:

4 -Save the payment, and the the net result will be a balanced claim, indicating a refund was provided to the patient.  Here is what the claim log will look like:

and here is what a statement (I prefer the "Per Claim Posting" version) for the refund will look like:

To credit the refund back to the patient's account (if applicable)

1 - Return to the patient's Billing Dashboard

2 - Click on Add Payment (or Unapplied payment on account link)

3- Add a positive payment to the account in the EXACT manner of the original payment (as above, so that it doesn't look like a new money received today), and in the comments, be sure to leave memo regarding the reason for the refund (Refund overpayment on DOS 01/01/2019 to UPOA)