You can return funds to a cardholder's account for a credit card payment that was posted using Dentrix Ascend Pay. If you need to reverse a credit card payment after 10 PM on the day that it was processed or on any subsequent day, you refund the credit card payment.
If the payment is up to 45 days old, the full amount can be refunded only to the original card. If the payment is over 45 days old, the full amount can be refunded to any card. Currently, you can refund only the full amount processed; you cannot refund a portion of the payment.
Note: To reverse a payment before 10 PM on the day that it was posted, you void it.
To refund a credit card payment
How to get there
If the correct patient is not already selected, use the Patient Search box to access the patient's record.
Note: You can include inactive patients in the search results by setting the Include inactive patients switch to On.
Do one of the following:
On the Patient menu, under Financial, click (or tap) Ledger.
The patient's Ledger page opens.
The Edit Payment dialog box appears.
Click (or tap) Refund.
When the payment is refunded successfully, an offsetting charge adjustment is posted to the patient's ledger, and the Edit Charge Adjustment dialog box appears.
Note: The adjustment Type is Credit Card Refund.
Select the correct Provider, and add Tags and Notes as needed.
To print a refund receipt, click (or tap) Print Receipt.
Click (or tap) Save & Close.