You can remove funds added to the Credit Balance in error by 'refunding' them to the patient via cash. You may do so by following these steps:
- Patient Chart > More > Charges > All
- Click Add Charge in the top right corner
- Select Other as the payment type
- Enter the amount you would like to remove from the Credit Balance as the Amount Due and Payment
- Choose Credit Balance as the payment method
Once the payment has been created, you will want to refund via cash:
- Patient Chart > More > Charges > All
- Open the charge by clicking on the Date of Service
- Select Refund
- For the refund amount, click ‘Same as payment’
- For the refund method, select ‘Cash’
- Select ‘Reduce the total charge by the amount being refunded. The new total charge will be $0.00.’
- Refund
Watch how: