This article explains how to process patient refunds in the EHR with automatic updates to Elation Billing.Documentation Index
Fetch the complete documentation index at: https://help.elationhealth.com/llms.txt
Use this file to discover all available pages before exploring further.
Overview
What are Integrated Refunds?
In the EHR, using Refund or Mark Refunded will apply the following changes in Elation Billing:- Update the Payment amount to $0
- Update the Check Number to Refunded
It will NOT update or remove any Superbills that have been added to the Payment.
Workflow Instructions
Processing a Refund
- Navigate to Patient Payment Report - In the EHR (not Elation Billing), navigate to Reports → Patient Payment Report.
-
Refund or Mark Refunded - Once you’ve found the Patient Payment you wish to refund, use the Actions button:
For Cash/Check Payments → Mark Refunded
For Credit Card Payments → Refund
-
Review in Elation Billing - Verify the refund was processed correctly.
Before the Refund
The payment will look something like this:
After the Refund
- 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
