Accidents happen! If a payment was taken on the wrong account, your team will want to follow the below steps:
On the incorrect account, you will issue a refund using Payment Type “Refund” and the same Payment Method that was used originally. It is important to record payment notes detailing the reason for the transaction (we recommend recording the patient info for where the payment is moving to)
On the correct account, navigate to the Payments panel and select the visit invoice that the payment was intended for
Apply a payment using Payment Type “Payment” and the same Payment Method that was used originally. It is important to record payment notes detailing the reason for the transaction (we recommend recording the patient info for where the payment moved from)
In situations where a Gravity payment was taken on the wrong account, your team will want to follow the below steps:
On the incorrect account, you will issue a refund using Payment Type “Refund” and Payment Method “Other.” It is important to record payment notes detailing the reason for the transaction (we recommend recording the original credit card type and patient info for where the payment is moving to)
On the correct account, navigate to the Payments panel and select the visit invoice that the payment was intended for
Apply a payment using Payment Type “Payment” and Payment Method “Other.” It is important to record payment notes detailing the reason for the transaction (we recommend recording the original credit card type and patient info for where the payment moved from)