Use the refund program to make personal account refunds. You can also use the refund program to post other types of accounting adjustments.
The features described in this video are available in PCC 9.5, available in all PCC practices after January 2023.
When you need to refund a personal credit to a family, you can post a refund adjustment.
Sometimes a credit should be written off and counted as income for your practice. If a credit remains on your books for several years, the credit should be written off and considered revenue. You may choose to write off old insurance overpayments as well, recording them as income. To write off credits, post an adjustment in
refundand then link the credit to that adjustment. Follow the procedure below.
When a check bounces, or a credit card payment is stopped, you can quickly reverse the payment in the Payments tool in PCC EHR. You can optionally post a fee, in accordance with your office’s financial policy. Follow the steps below to learn how to manage payment reversals in PCC.