This is not a real patient
We are trying to figure out the best way to post a refund to a patient’s chart.
I started by posting a payment of $45 to the patients chart.
This payment has been brought to my attention as an over payment by the patient I need to refund the payment that the patient made. So, on the payment screen I enter a $-45 to credit the patient with the over payment. Now the system shows both the payment and the credit of the same amount.
When I look on the patient ledger, the payment and the credit both show on the ledger as well. Now there is a record of the payment, and the refund of that payment
My question is about the methodology that is being used here. Is it best practice?