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

If you are back-dating a payment, make sure both dates are changed. The date that appears on the ledger is the one at the top of the Receive Payment window

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.

Article ID: 448
Created: May 15, 2016
Last Updated: December 5, 2025
Author: TDO KB [web_admin@tdo4endo.com]

Online URL: https://kb.tdo4endo.com/article.php?id=448