Submitting a refund on Epic

Find the negative "PMT SELF PAY" value, or "PMT INSURANCE" and right click and select "REFUND"

An additional screen will populate to complete the refund, see required fields below.

• Enter in the Refund Reasons (search the most accurate reason)
• Select the correct refund code, (patient or insurance)
• The comment will be the receipt number or check number
• Select the box for the amounts being refunded

• Select 1 copy to be printed
• Make sure the "Total Refund Amount" matches the refund receipt or check#
• Select accept

(A copy will print and the check stub or refund receipt needs to be stapled and filed accordingly.)