Billing to Debt Management (Desktop App)

Payment to Patient / Medical Aid Add is when you want to do add an amount to a "REFUND" that was made to a Patient / Medical Aid.

NOTE: If a Patient/Medical Aid overpaid the account, you need to do a refund. You can click on the link Payment to Patient / Medical Aid (Refund) to see how to do a refund. The Payment To Patient / Medical Aid Add is used when an incorrect amount was refunded. See the example below on the refund that was done short:

• The amount that is needed to be refunded is R873-50. A refund of R500-00 was done on the debtor. R373-50 needs to be added to the refund.

Follow the steps below to do an ADD on a refund:

• Go to the MedDebs screen.
• Click on the "Transactions" icon and select "Payment to Patient / Medical Aid Add" from the drop-down menu. 
  

• Select the applicable "Cashbook" and press "OK".
  

• Select the applicable "Period".
  
• Click on "OK" or use the shortcut key (F2).
  

• Part 1 (Header).
• Today's Date will be there by default.
• Enter the Debtor Number or Tab to search for the Debtor.
• Enter the Reason / Note / Description.
• Use the "TAB" key to navigate through the system.
• Press "TAB" to go to the following screen.

• Part 2 (Allocation).
• The "Original Amount" that was refunded was R500, see below. 
• Type in the amount that needs to be "Allocated" to that refund under the "Allocation" field, in this case, R373-50.
• Press "TAB" until you get to the linking part.

NOTE: 

• The Level (F4) defaults are on "Invoice". Leave it like this unless you link per item.
  
• Do not tick/select "Between dates" and "Auto allocate" functions.

• Part 3.
  
• Enter the "Amount to Add" or double click on the line.
• The line will turn blue if the amount to write back is allocated.
• At the bottom of the screen the "Balance / Receipt Amount and Journals" must be = R0.00.
• Click on "DONE".

• The following screen will be seen.
• Click on DONE.

• Select "Post".

• Add on Refund is now posted and receipts are linked on the account.

• First Receipt is the Patient Receipt where the Patient made a Payment of R2500. (Patient overpaid the account by R873.50)
• The second Receipt is the Patient Refund of R500.00
• The third Receipt is the Patient Refund Add of R373.50