-ePayments: Refund a Deposit

When an Online booking is cancelled in D4W, the attached ePayment (deposit) can be either refunded directly to the patient or retained in D4W patient record as a deposit and applied to future treatment. 

Below describes how to refund from Appointment Book with options and how to refund from Patient Receipts tab. Available from Build 5750.

Refund from Appointment Book

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

   1. Click Yes to cancel appointment and process refund

3. Select Cancel and RETAIN $ for appointment to be cancelled only and deposit will be retained by the practice
   

   1. 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: Mark an eAppointment with Attached Deposit as UTA or FTA

ePayments: Allow REFUND of eAppt deposit from Appointment Book