After Discharge: Hospital Patient Administration

Use this transaction when the Debtor/Patient or Medical Aid has overpaid the account.

• Click on Transactions and select Payment to Patient / Medical Aid

• Select the applicable Cashbook (It must correlate with the original receipt)
  
• Click OK or press F2

• Select the Period in which this transaction should be posted
• Click on OK or press F2

Level 1

Enter the following information in the fields provided:

• Date
• Transaction If the patient refund is not selected, please correct the selection.
  
• Description: Why are you doing this patient refund.
  
• Payment: this is the payment method you are going to employ.
• the Reference No is utilised currently
• Change the Bank statement Dt if required
• Enter the Amount to be paid to the patient or medical aid.
  

Press the TAB key

Level 2

• Enter either the Case number or Debtor number or press the Tab key to search through the Debtor list.

Press TAB

• Enter the Amount

Press TAB

• Enter the Payment Method

Press TAB

Level 3

• Select the correct invoice
• The amount to be refunded will be reflected as a credit on the Invoice line
• Enter the correct amount in the Received column next to the correct invoice

Press TAB

• The Invoice line will turn bold
• Click on Done or use the shortcut key F2
• Click on Accept or
  
• Click on Done (again)
• Click on Accept (again)
• Click on Exit