Refunds in Dental4Web

Process Refunds for treatment completed and payments made.

Show the refund allocation, including any notes in the Treatment file and process an automatic refund Bank Slip. 

Setup Refund Item

1. Click the navigation menu > Location Setup > Items page
   
2. Open MISCELLANEOUS Category > Miscellaneous Sub Category
   
3. Click PROCEDURE
   
4. Enter Item Code (e.g. Refund) and Description (e.g. Refund to Patient)
5. Go to Financial Details tab
   
6. Tick Refund
   

How to Refund Previously Paid Treatment

1. Items available for refund will be highlighted in Blue
   
2. By clicking item rows the Amount of the refund will increase based on what the patient paid
   
3. Any notes written in the Refunds window will been placed in the notes column with the refund item
   
4. Cash refunds ONLY available if unbanked cash is available
   

1. Click the navigation menu > Patients > Treatment page
   
2. Itemised Invoices toolbar > New Refund of Payments for Treatment
   
1. Highlight the items to be refunded in the background
   
2. Write Notes with regards to this refund.
   
3. The Amount can be decreased if the refund is less than payment
   
4. Select Payment Type 
   
5. Click PRINT or OK
   
3. The Item is added to the treatment file with refund amount and any notes
   
   

Need to refund a Deposit paid. instructions here.

See Refunds in Bank Slips

The negative amount will be shown in automated bank deposit slip creation

1. Click the navigation menu > Management > Bank Slips page
   
   

Reports that include Refunds

The refund information will be found in any financial report.

​Financial, Statistical & Business related Reports

• Related Articles

• NZ Dental Benefits in Dental4Windows

  Charting patients under the NZ dental benefits scheme. Charting Patients under New Zealand (NZ) Dental Benefits Scheme To ensure the correct items are used, when charting for a patient under either the Oral Health Service for Adolescents (OHSA) or ...

• National Dental Plan in Dental4Web

  Patients can Buy Now Pay Later with the National Dental Plan (NDP) payment solution. Setup National Dental Plan terms, fees and deposit percentage for Humm and/or Zip Using National Dental Plan in Dental4Web, including: Payment plan on treatment ...

• National Dental Plan in Dental4Windows

  Buy Now Pay Later with the National Dental Plan payment solution. Setup National Dental Plan terms, fees and deposit percentage for Humm and/or Zip Using National Dental Plan including: Payment plan on treatment plan, applications, applying deposit ...

• WA Government Dental Subsidy Service in Dental4Windows

  In Western Australia, subsidised emergency and general dental care for adult concession cardholders is available through public dental clinics or private dental clinics participating in the Government Subsidised Dental Health Care Scheme. Here we ...

• WA Dental Subsidy Services in Dental4Web

  In Western Australia, subsidised emergency and general dental care for holders of a current Health Care Card or Pension Concession Card is available through public dental clinics or private dental clinics. Dental treatment provided at a Public Dental ...