Posting a Credit 

Refund 



1. Begin by editing the insurer payment for the DOS, and set the AmtPaid Column to $0.00 


Note: Leave the Amount near the top of the screen as is. In this case, we are temporarily un-applying the payment and will re-enter it later. 




Create a new payment. 



2. Enter the amount you want to credit in the Amount field with a negative amount; in this example it is $-100.00. (See below) 


3. Enter CREDIT or REFUND in the Check/EFT field so you can easily identify this type of transaction when viewing a list of payments. (See below) 


4. Select the Payee who you need to issue a credit/refund for. In this example, BCBS will be credited $100.00. (See below) 


5. Select the Treatment you wish to issue the credit/refund for by clicking on the checkbox next to it and click APPLY. The treatment is moved to the Treatment Applied to Payments section. (See below ) 


6. Click on the edit icon for the treatment in the Treatments Applied to Payments section and enter -100.00 in the AmtPaid section. (See below ) Then click the save icon to close the payment screen. 



7. Go back to the original Payment modified in step #1 and re-enter the amount that was originally there. In this example, $100.00. See below: 






8. Click on Payments and verify that the payments cancel each other out. See below: 




The original invoice will still be available to post a correct amount from the insurer. However, if you wish to clear it out, edit the invoice and change the Ins. Resp to 0.00. 



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