How do I Perform a Return and Refund?

Returns are made on the Invoice. Once the return is recorded and saved, the Refund is given from the Patient Ledger. Below are the step-by-step instructions on how to preform this. Also there is a short video you can watch on this workflow.

Make a Return and Issue a Patient Refund

This video does NOT have sound. Click the full screen icon in the lower right of the video if you want to view a this in a larger screen.