Generating A Patient Refund

This section explains the steps and reasoning for refunding an unapplied balance. When a payment is posted in In Touch Biller PRO the entire amount of the payment is in the unapplied status. If the unapplied balance of the check is paid back to the patient or insurance the balance should be refunded.

Note: When refunding the unapplied balance the amount will be reported against monthly revenue for the office. The refund option should only be used if the payment was reported as revenue in a prior month.

1. Mouse over to PMT ID
2. Click “Refund Unapplied Balance”
3. Enter Note
4. Click “Yes, Refund Unapplied Balance"

Note: Refunds will display in the Monthly Financial Summary and a refund report is available in Custom Reports (see lecture #56 in the Biller Pro training course) – Activity – Refund Report.