Unallocated Refunds

When creating a patients refund, for your reporting purposes, you can choose to Allocate the $$$ or keep it Unallocated, below is a step by step regarding Unallocated refunds:

 Instructions

Under the Billing Tab, open Managed EOBs,

1. Using the Filter you can search the patients name that needs the refund, you see this has not been allocated to any service.

2. Open

   

   Using the +NEW REMIT tab, select the down arrow to open the options, and select Check From Patient

   Open

   

3. A box will populate based off the selection, and here you select the Patient, then enter the amount of the refund using a negative sign in front -XXX.XX of the money, fill in the payment date 00/00/0000, Other Refence #: ( Example of the Refund for the client), then click the blue tab Next: Save & Start to Allocate

4. Now that the payment has been added, you can add any additional comments in the refence #., and /or comments, this is all reportable.

5. Once entered, as there is no service to apply towards, scroll down to the bottom and select OK. This is now visible in the patient’s chart to see this Refund to the Unallocated payment

 Related articles

Appling a Patient Refund to a Service

Patient Specific Refund Process

Manual Refund Process