User guide

Blue Chip Training Guide Page 131 of 193
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Blue Chip Training Guide
Refunds & Write Offs
In lay terms, a refund is an adjustment to a receipt performed after banking has been
settled.
The types of refunds that will be described in this section will be: Allocation Refund and a
Credit Payment Refund.
An Allocation Refund scenario would be when a paid invoice/receipt is required to be
adjusted to a lower amount after banking. This scenario is identical to the paid invoice/receipt
adjustment described earlier. The essential difference is that in this case, banking has been
finalised.
Allocation Refund
1. Open the patient’s account and locate the paid invoice to be adjusted
2. Click Open