Intro
In the EHR, using "Refund" or "Mark Refunded" will apply the following steps in Elation Billing
Update the Payment amount to $0
Update the Check Number to "Refunded"
It will not update/ remove any Superbills that have been added to the Payment
Step 1 - Navigate to the EHR "Patient Payment Report"
In the EHR (not Elation Billing), navigate to Reports ➡️ Patient Payment Report
Step 2 - Refund/ Mark Refunded
Once you've found the Patient Payment you wish to refund, use the Actions button to Mark Refunded (Cash or Check payments), or to Refund (Credit Card Payments)
Cash/ Check Payments → Mark refunded
Credit Card Payment → Refund
Step 3 - Review in Elation Billing
BEFORE the Refund is processed...
the Payment will look something like this
AFTER the Refund is processed...
The Check # has been updated to "Refunded"
the Payment amount has been updated to $0
the Unapplied amount will represent the amount that is now over-applied to any Superbills
