Refunds

Processing refunds in MediRecords is quick and straightforward, ensuring your patient accounts remain accurate and up to date. Refunds can be issued directly from the Payments screen in Patient Accounts, allowing you to return funds against one or multiple payments with just a few clicks.

When a refund is processed, you’ll be able to record key details such as the date, reason, and reference number, ensuring clear financial tracking. Refunded payments are updated in the patient’s Payment Detail view, and if the original payment was made using a deposit, the refunded amount will be made available for reallocation.

This article will guide you step by step through creating a refund, confirming the details, and reviewing the adjustments once completed.

How do I Create a Refund?

1. From Patient Accounts, click Payments.
   
    
2. Click the Tick-Box next to the payment(s) you wish to refund, click More and Refund.
    
3. Confirm the Refund Date, Reason and Reference of the refund, click the Tick-Box next to the payment(s), confirm the amount from each payment you wish to refund and click Refund.
   
    
4. Click Yes to confirm.
   
    

5. The refund has now been made and is visible from the Payment Detail by clicking the Triangle next to the payment.

   

    

6. A payment made using a Deposit that has been refunded will be available for re-allocation. The available balance will be adjusted to reflect the refunded amount, and the status will be updated to indicate the current state. The expanded view will be updated to include the adjustment number in which the payment refund was performed, alongside the relevant invoice.