How to Receive Payment and Issue Refund

Overview

TDO allows users to document payments to the ledger and post refunds.

Detailed Instructions

Ledger>Receive Payment

Amount Received: Enter the amount being received

Payment from: Patient (Default option) or Patient Guarantor if one is entered on the patient tab.

Type of Payment: Check, Cash, Credit Card, Debit/ATM/E-Check are all default payment types. 

Additional options can be added by right-clicking this field and selecting Edit List to add an option.

Reference a list will only populate for 2 items 

• Credit Card
  • Type of Credit Card: Visa, Mastercard,  Discover, and American Express.
• Check
  • Check Number
• Type an additional note if desired
  • Test Payment
• Procedure Reference
  • Not Required
  • Can reference a Specific Procedure for payment
  • or add a brief notation like 'Test Payment'
• Doctor to Credit
  • Which Doctor was assigned to the patient to receive the payment
• Location to Credit
  • Location of where the patient was treated, and which location is receiving the payment
• Date of Service to Credit
  • Date needs to match the top Date to show when the transaction is taking place

• Close and Save

Payment will now be shown on your Ledger

Reimbursement Check Notification 

If you post a payment that is more than what shows on the ledger for the patient's balance, you will receive a notification asking if you wish to write and post a Refund Check for the difference.

If you select 'Yes', an automatic Debit Adjustment for the difference will be added.

If you Select 'No', the Payment will be added, and a balance will show of what is still owed.