Refund a patient who paid their invoice using a Tyro terminal. The patient being refunded can be on-site (at reception) or off-site.
Note: If the original payment was taken using Tyro MOTO mode, the refund may be made using Tyro MOTO.
Refunding an on-site patient/payer
In this scenario, the payment was made using Tyro (EFTPOS), and the payer is still at the clinic (reception) to tap their card for the refund.
To refund a Tyro payment:
- Navigate to the patient's Acc Enquiry.
- Select Payments.
The Payments Enquiry screen will open.
Before processing the refund, you must reverse the allocation to the invoice.
Reverse the allocation - Select the relevant receipt (R) to highlight it.
- Select Reverse Allocation.
- Select Yes to confirm the 'reverse allocation' message.
- Select Close to complete the reversal and return to the Account Enquiry screen.
Account Enquiry will show an Outstanding amount.
Process the Refund
You can now go back to Payments and submit the refund. - Select Payments.
You will see the invoice now has a Credits equal to the invoice Value. - Select the receipt to highlight it.
- Select Refund.
- ssss
The Refund dialog will open and display the available payment types. - Select Eftpos.
- Select OK.
Follow the Tyro terminal prompts.
When you select OK, Zedmed will open the Tyro terminal's dialog.- Enter the refund password in the terminal.
- Have the patient swipe their card on the terminal.
Select YES to the 'surcharge' message when prompted.
Zedmed will not apply any surcharge to the refund.
- Select YES on the signature message when prompted.
Depending on your terminal setup and workflow, the patient can be asked to sign the refund slip or enter a pin.
The Receipt will now show no Value or Credits remaining.
- Select Close.
Refunding an off-site patient/payer
In this scenario, the payment was made using Tyro (EFTPOS), but the payer has left the clinic (has gone home), so reception will need to manually enter the card information into the terminal to send the refund.
To refund an off-site payers Tyro payment:
- Navigate to the patient's Acc Enquiry.
- Select Payments
The Payments Enquiry screen will open.
Before processing the refund, you must reverse the amount paid, or the invoice will be left in the system as unpaid.
Reverse the allocation - Select the receipt (R) to highlight it.
- Select Reverse Allocation.
- Select Yes to confirm 'reverse allocation' message.
- Select Close to complete the reversal and return to the Account Enquiry screen.
Account Enquiry will show the invoice has the same amount next to Value and Outstanding.
Process the Refund
You can now go back to Payments and submit the refund. - Select Payments.
You will see the invoice now has a Credits equal to the invoice Value. - Select the receipt to highlight it.
- Select Refund.
- Select Refund.
The Refund dialog will open and display the available payment types. - Select Cash.
Cash must be used because EFTPOS will trigger the payer Tyro dialogue, which requires the payer to swipe their card. - In Details type text to display on the Banking Report, e.g "Tyro refund".
- Select OK.
- Select Close.
In the Banking Report
Note that the refund was made as Cash so it can be considered for banking. E.g., reconcile a Cash refund of -71.30 against the EFTPOS payment of 71.30.
Refund the payment to their credit card
On the Tyro Terminal, use the Moto/Manual refund steps to refund the payment amount to the patient's payment card. These steps may vary in different versions of your Terminal.- Call the patient to get the card details.
- Navigate to MOTO mode on the terminal.
- When prompted, enter the card details.
- Enter the purchase amount.
- Complete the refund.
MA same day delete
For payments taken using MA Online, the same-day delete should be used to reverse the payment. If the claim is referred to Service Australia and is being processed, you will need to call Medicare.