Applying a Patient Refund to a Service

This action would be applied to a situation when a patient requires a refund that was applied to a service received.

Instructions

Under the Billing Tab, open Managed EOBs,

When a payment has been received, and applied to a service as seen below, and a refund is requested, or required, you will begin by creating a new - negative payment in Manage EOBs
Select the payment type, and make sure to enter the - negative -$000.00 amount, then hit the Next: Save & Start to Allocate Claims
Once in the Remit, select the + option where it says Claims, then select the claim(s) that is being refunded from
Make sure to select the claim that the $$ was previously applied to, & then put a -$000.00 amount
Now that the refund has been made, you can view it in the clients chart

Please Note this process is Specific to when the payment has been allocated to a specific date of Service