We’ve all been there; we accidentally overcharged a client for a service, or the client decides not to take home the prescription. How do we return a product or item? For this scenario, let’s say the client doesn’t want the prescription of Cerenia after they’ve been checked-out:
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
(Note: The provider should be the same from the previous invoice where the item was charged for)
Add the item that needs to be returned, making sure to select the same prescribing Doctor for reporting purposes.
Update the quantity and the price as a negative number and click on the orange checkmark, saving this line item to the Invoice. Negative quantity will help with accurate inventory reports.
Now you can move forward to the Payments & Ledger screen to process the Refund.
Don’t forget to Close the invoice!
📓 Please Note: While you can add any item to the invoice directly, any associated automatic charges will not appear on the invoice unless entered separately. For instance, if ‘IV fluids’ with an automatic charge needs to be returned, the automatic charge would need to be added separately.
Adjusting a Controlled Drug Report in Analytics Impacted by a Product Return
After completing the above steps in ‘Processing a Return for a Checked Out Patient’, head to the Analytics section. Click on Generate New Report for a date/time after you’ve adjusted the amounts of the controlled drug. Clicking on Generate will give you an On Demand report with the updated reporting information.