Refunding Payments
Complete this task to refund a guarantor (GPYMT) or insurance (IPYMT) payment applied to a guarantor account. The refund comes from either a guarantor or insurance payment applied to a service fee line (SVCFE) or an on-account transaction (ONACCT).
Step-By-Step Guide
Step | Instructions | Additional Information | ||||||||||||||||||||
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1 | From the Act: [ID] > Active AR tab of the guarantor account, select the GPYMT or IPYMT to refund.
| Use the Filter by DOS option to filter the service fee line items by date of service. You can either type the date in the space provided or use the Calendar Control tool by clicking the arrow and selecting the date on the calendar that appears. To include all service fee lines items, clear the date from the Filter by DOS field. The Refund button is also accessible via the Credit Balances > Service Lines or Credit Balances > On Account tabs. | ||||||||||||||||||||
2 | Click Refund. The Payment Refund window opens.  | The Payment Information section displays the details of the selected payment (GPYMT or IPYMT).
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3 | Enter the amounts to refund in the Refund fields.
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4 | Enter any additional information (reason) about the refund in the Refund Description field. | This information will be included on the Refunds page for the entry, and additionally, appear in the Transaction report for the refund transaction. | ||||||||||||||||||||
5 | Verify the name and address of the recipient is correct in the Refund Details section. If the recipient is someone other than the guarantor or payer, enter the information for whom the refund will be issued and mailed in the appropriate fields. |
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6 | Click OK. The REFND sub-entry code appears under the payment type (GPYMT or IPYMT) activity code you selected in Step 1 as Pending. An entry for this refund is recorded on the Refunds page. |
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7 | Post the refund. | The refund must be posted via the Refunds page in order to complete the payment refund. |
Act: [ID] / External Collections Tab
Update Person / Person Information Tab
Update Person / Address History Tab
Applying Service Line Adjustments
Rebilling Claims with Fee Changes
Rebilling Claims without Fee Changes
Reversing Miscellaneous Adjustments
Reassigning Financial Responsibility
Transferring Service Fee Lines to Internal Collections
Transferring Service Fee Lines to External Collections
Canceling Pre-Collections on Service Fee Lines
Suspending Pre-Collections Eligibility Status on a Specific Service Fee Line
Holding Statements on Specific Service Fee Lines
Generating the Remit Detail Report
Printing the Account AR Activity
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Complete this task to refund a guarantor (GPYMT) or insurance (IPYMT) payment applied to a guarantor account. The refund comes from either a guarantor or insurance payment applied to a service fee line (SVCFE) or an on-account transaction (ONACCT).
Step-By-Step Guide
Step | Instructions | Additional Information | ||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1 | From the Act: [ID] > Active AR tab of the guarantor account, select the GPYMT or IPYMT to refund.
| Use the Filter by DOS option to filter the service fee line items by date of service. You can either type the date in the space provided or use the Calendar Control tool by clicking the arrow and selecting the date on the calendar that appears. To include all service fee lines items, clear the date from the Filter by DOS field. The Refund button is also accessible via the Credit Balances > Service Lines or Credit Balances > On Account tabs. | ||||||||||||||||||||
2 | Click Refund. The Payment Refund window opens. | The Payment Information section displays the details of the selected payment (GPYMT or IPYMT).
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3 | Enter the amounts to refund in the Refund fields.
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4 | Enter any additional information (reason) about the refund in the Refund Description field. | This information will be included on the Refunds page for the entry, and additionally, appear in the Transaction report for the refund transaction. | ||||||||||||||||||||
5 | Verify the name and address of the recipient is correct in the Refund Details section. If the recipient is someone other than the guarantor or payer, enter the information for whom the refund will be issued and mailed in the appropriate fields. |
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6 | Click OK. The REFND sub-entry code appears under the payment type (GPYMT or IPYMT) activity code you selected in Step 1 as Pending. An entry for this refund is recorded on the Refunds page. |
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7 | Post the refund. | The refund must be posted via the Refunds page in order to complete the payment refund. |