How to Refund Products or Services on EZDERM

Scenario #1

If you are just going to delete the product/service without leaving a trail in the patients financials:

Within the financials you can do the following:

Go to the patient’s financials and see what item/service they are wanting to return or get a refund for:
Click on the item
Click delete- that will delete the item and you will not have a paper trail of it any longer in the financials, you can however see it in the Audit log
Once the item has been deleted there will be an unapplied amount of money
Click on the refunds tab
Click patient refunds
Click the upside-down triangle (filter icon)
Enter patients names
Click filter
Once you have filtered and can see the patient and the amount to refund:
Click generate refund
In the refund note, you can type in why you are refunding this amount
Select the status
Select the form of refund (cash, check, Credit card)
Then click generate refund

If you would like to keep items/services in the financials to keep a trail of it

Within the financials you can do the following:

Go to the patient’s financials and see what item/service they are wanting to return or get a refund for:
Click on the payment that has been distributed and remove it from the items/services
That will leave a balance for these items
That will also leave an unapplied amount that you will need to generate your refund
Click on the action drop down
Click on patient adjustment
Adjust off the items/services purchased with a note as to why you are adjusting off these items/services
Post the adjustment, that will zero out the balance for the items/services
Click on the refunds tab
Click patient refunds
Click the upside-down triangle (filter icon)
Enter patients names
Click filter
Once you have filtered and can see the patient and the amount to refund:
Click generate refund
In the refund note, you can type in why you are refunding this amount
Select the status
Select the form of refund (cash, check, Credit card)
Then click generate refund