Refund a TopsPay ACH Payment

Need to refund a TopsPay ACH payment?

ACH payments are treated similar to a physical check.  If an ACH payment needs to be refunded, the practice needs to issue a check to refund the patient or responsible party.   The payment is not refunded via TopsPay.

1. Open the patient chart; go to View > Patient Info or press Command I.
2. Open the New Transaction window; go to Action > New Transaction or press Command T.

3. Select [+] Account Adjustment and enter your Tops Ortho password.
4. Select Refund to Patient and click Use Selected Adjustment Type.

5. Enter the amount to be refunded and enter a note
6. Hit Tab and click Process Charges and Payments.
7. You're done!   Don't forget to actually refund the patient via check or other means!