How to Issue a Refund by Check

Lets get Started!

**If your Integrated Merchant is Fortis, Here is a way of Providing a Partial Refund**

To issue a refund, In Patient file>Ledger>Payments, there... you can issue your refund by Check: 

• Hit Refund, then Select OK:

• Select your Clinic
• Fill out Payment Amount for Refund
• Select Paper Check
• Verify Name for Check(this should default to the Patient's account you are accessing)
• Place in your Check Number
• Place in any Comments if Applicable (Ex. Refund for Overpayment on 4/15/2021)
• Select Post Payment Button

• Now, your Ledger>Payments will display the Check Refund in the List:

• Your Ledger>Ledger will display the Check Refund as well:

 

ALL SET!!

- Support Information -

 If you have any questions or need assistance with this process please contact Support by:

Live chat: Click the 'Support Portal' button in your main toolbar (on left-hand side) within your software, click the green 'Support' box in bottom right of screen.***This has the fastest response time***

Phone: [phone]

Email: [e-mail]

Business hours: Monday-Friday, 8:00am-6:00pm CST