Refund Maintenance

Refund Maintenance allows the user to request refunds and then advance them through the process to payment. Refunds are requested typically by lower level users. The requests are review by a manager and approved for issue. Issued refunds are paid periodically (weekly, monthly, etc.).

Refund Number

Refund Number assigned by MedSuite

Issued To

Type of person/entity the Refund is to be issued to:

•

Account

•

Patient

•	Subscriber

•

Plan

•

Other

Issued To Name

Select the Search button to select the person or entity to whom the Refund is being issued. This is a required field.

The Issue To Name may be "keyed-in" if the Issued To (Type) above is "Plan" or "Other". Otherwise, the user must select the Issue To Name from the Account, Patient, or Subscriber Search.

For Patient

When "Issued To" is a Patient, the "For Patient" field will default to the Patient selected in the "Issued To Name" field. When "Issued To" is an Account, the "For Patient" field will default to the Account Holder selected in the "Issued to Name" field if there is only one patient for that account holder. If there is more than one patient for that account holder, a drop down box appears on the "For Patient" field with all available Patients listed for that Account Holder. When "Issued To" is a Subscriber the system works the same as the Account. When Plan or Other are selected, select the "For Patient" Search button to select the patient for whom the Refund is being issued.

Address

Address consisting of:

•	Street Address

•	Street Address (Add'l)

•

City

•

State

•	Postal Code

This is a required field.

The tab order will skip from Street Address (Add'l) to the Postal Code. The Postal Code lookup will complete the City and State. In addition, the Postal Code lookup will default the Area Code of the telephone numbers if the Area Code is defined in Postal Code Maintenance

Country

A foreign country may be entered if needed.

Phone

Phone number of person/entity the Refund is to be issued to.

Phone Work

Work phone number of person/entity the Refund is to be issued to.

Amount

Request refund amount. This is a required field.

Division

Enter/Select the Division for which the Refund is being issued

Note

Note to appear on refund check

Status

Status of the Refund:

•

Requested

•

Issued

•

Paid

•

Revoked

Date Request

Date the Refund was requested

Date Issued

Date the Refund was set to issued status by the issuer.

Date Paid

Date the Refund Check was printed.

Date Revoked

Date the Refund was revoked or check was voided.