Creating an Insurance Payment Refund

Description

This quick guide outlines the steps required to create a payment refund for an insurance company.

Contents

The following topics are covered in this quick guide:

• Section 1 - Creating a Payment Refund
• Section 2 - Adding a Note to a Payment Refund

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Section 1 - Creating a Payment Refund

1. In the Sidekick, locate the patient.

2. Within the Sidekick, click Billing.

   

3. In the Billing module, perform one of the following two options: 
   
   Option 1

   • In the applicable invoice row, click the More options menu, then in the drop-down list, click Add payment refund.

     

   Option 2

   • Right-click the applicable invoice row, then in the drop-down list, click Add payment refund.

     

4. In the Add payment refund section, within the Date field, either enter the date or click the calendar icon to select a date from the calendar drop-down.

   Note: For more information regarding how to enter or select a date in the Date field, refer to the quick guide, Entering or Selecting a Date in the Billing Module.

   

5. Click the Refund type drop-down menu.

   

6. In the Refund type drop-down list, click the applicable refund type.

   

7. In the Payment refund amount field, enter the refund amount.

   

8. Click the Add button.

   

9. The payment refund is added to the invoice.

   

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Section 2 - Adding a Note to a Payment Refund

1. In the Billing module, perform one of the following two options: 
   
   Option 1

   • In the applicable Payment refund row, click the More options menu, then in the drop-down list, click Add note.

     

   Option 2

   • Right-click the applicable Payment refund row, then in the drop-down list, click Add note.

     

2. In the Note dialog box, enter the note details.

   

3. Click the Save Note button.

   

4. The note is added to the invoice and the Note row will display the contents of the note as well as the note tags.