*COMING SOON* ePayments: Refund a Deposit

An ePayment attached to an eAppointment can be refunded either back to the patient or just within Dental4Windows. For example when a patient cancels the appointment with the deposit attached and they would like the money back. A deposit can be refunded from either Appointment Book or Receipts tab.

Refund from Appointment Book

Refund can be processed from the Appointment Book when cancelling an appointment that has a deposit attached.

1. Cancel appointment by preferred method e.g. right click on appointment > Move to Cancellation List

2. Select Cancel and REFUND $ for deposit to be refunded to the patient

3. Click Yes to cancel appointment and process refund

4. Select Cancel and RETAIN $ for appointment to be cancelled only 

5. Click Yes to cancel appointment, deposit will still be available in patient file

Refund From Receipts Tab

1. Go to Patient Details > Patients tab > Find patient

2. Go to Receipts tab

3. Highlight Deposit to be reversed

4. Receipts drop down menu > New Refund

5. Click OK

   1. Click Yes to process Refund in D4W and also process refund back to patient 
      1. Click No to cancel refund                                                                                                  
   2. Click OK                                                                                                                                                                                                     

eServices Management

View results of refunds to patients with unprocessed eAppointments.

1. Go to Appointment Book > Options Menu > View eAppointments

2. Click eAppointments subtab

3. Right click on patient > Transaction info

4. Status can be viewed for a particular payment

ePayments: Allow REFUND of eAppt deposit from Appointment Book

ePayments: Mark an eAppointment with Attached Deposit as UTA or FTA