Credit Card Refund/Return

[nateinmaine]

We've had a few instances where we've needed to give a patient a refund via their credit card.  Because PracticeWorks does not include a Transaction Code for a Visa/MC/DISC Refund, the credit card deposit slip is incorrect for those days.

This could be corrected by allowing users to add an adjustment Transaction Code with the Tx Class 'Credit (TOS)'.  This adjustment could then show up as Total Credit Card Adjustments on the CC Deposit Slip.  The Tx Class field is grayed out and defaults to 'New Patient' for all adjustments, which is unfortunate.

We've heard that the reporting is correct if we switch to Carestream's credit card processing, but it seems as though this functionality ought to be built in for everyone, given that credit card purchasing is built in.

This would ease a lot of headache in having to fish through month old credit card slips when the bookkeeper reconciles bank statements after entering deposit information from PracticeWorks.  In the event of an IRS audit, the PracticeWorks deposit slip also would not match the actual bank deposit, which could be a problem.  Please include this functionality!

[bathomas05]

I also agree. If I enter a credit card refund then it should come out on my detail report and the least of which on the credit card report.

[robertangus]

Nathan,

   Currently, the only way to have those adjustment reflected on the deposit slip is to use our credit card processing service as refund options are built into it and are reflected on reports differently. I don't know if there are currently any plans on changing or enhancing this to include manually entered adjustments for credit card refunds. I'm tagging juriz‌ for that.

[Anon]

Nathan,

I agree this is a shortcoming and requires you to go through another step to get complete deposit slip results. I can't commit to getting it into the next release (which I'll be posting about soon). However I will find out how much effort this will be and see if we can make it happen.

[nateinmaine]

Jeremy and Robert, thanks for looking into this!

I've also tried entering negative credit card sales, which it won't accept (I thought we could fool it).  Are there separate transaction IDs for your credit card processing service that are mapped to that other line on the deposit report?

Looking forward to the next versions, and thanks again.