Use this workflow when a client has already paid for a product and the item needs to be returned. These steps ensure both the refund and the returned product are recorded correctly in Instinct EMR.
When to use this
The client has already paid
The product was not used or needs to be returned
You need the invoice, account balance, and credit to net to $0.00
How to Return a Paid Product
Navigate to the patient’s invoice screen (patient does not need to be checked in)
Click +New Invoice at the top of the Invoices column
Enter the Reason for Invoice and select Provider
Add the product that is being returned with a negative quantity and negative price.
Navigate to Payments and Ledgers
Issue a standard refund to the clients original form of payment. It is always best to record payment notes over-communicating the refund details
Close the invoice
The invoice balance, account balance, and account credit should be $0.00 as long as no other balance is due for other invoices.