The New Patient Refund allows you to reimburse a Patient. Processing a refund ensures that any overpayments or adjustments are correctly reflected in the system. Once the refund is completed, the Debtor’s Statement will show that the amount has been returned, updating the account balance accordingly.
The Audit Statement will display the refunded amount as a positive entry, confirming that no funds are owed to the Patient.
This supports accurate financial reconciliation, transparency in Patient transactions, and helps maintain clear and compliant financial records within the Practice.
Web App:
Roadmap 1: NW > MOD Diary - S Diary > Select Booking - SB Diary > B Account Details - S Account Details > T Invoices - SB Invoices > B New Patient Refund - S Capture Refund
Roadmap 2: NW > MOD Debtors - S Debtors > Select Debtor - SB Debtors > B Account Details - S Account Details > T Invoices - SB Invoices > B New Patient Refund - S Capture Refund
Roadmap: MOD Med Debs - S Debtor Manager > M Transactions > SM Payment To Patient Or Medical Aid - S Cashbooks > B OK > S Select Period > B OK - S Bankstatement Dt