Refund a Payment
Does your patient need their money back? It's easy to reflect a refund in Tops Ortho!
- Open the patient chart; go to View > Patient Info or press Command I.
- Open the New Transaction window; go to Action > New Transaction or press Command T.
If the original payment was NOT a TopsPay payment, make sure to uncheck the "Use TopsPay" box on the bottom right of the New Transaction Window! See related article below to learn how to refund a TopsPay payment.
- Select [+] Account Adjustment and enter your Tops Ortho password.
- Select Refund to Patient and click Use Selected Adjustment Type.
- Enter the amount to be refunded and enter a note.
- Hit Tab and click Process Charges and Payments.
- You're done! Make sure to process the refund via your credit card processor, on your credit card terminal, or by issuing a check.
