[{"data":1,"prerenderedAt":1534},["ShallowReactive",2],{"navigation":3,"\u002Faccounting\u002Frefunds":641,"\u002Faccounting\u002Frefunds-surround":1531},[4,37,99,146,218,305,367,408,610],{"title":5,"icon":6,"description":7,"color":8,"path":9,"stem":10,"children":11},"Getting Started","i-lucide-log-in","Learn how to log in, navigate the interface, and use quick search.","text-blue-500","\u002Fgetting-started","01.getting-started",[12,17,22,27,32],{"title":13,"path":9,"stem":14,"icon":15,"description":16,"color":15},"Welcome","01.getting-started\u002Findex",null,"Your complete guide to using Clinic HQ software for veterinary clinic operations.",{"title":18,"path":19,"stem":20,"icon":15,"description":21,"color":15},"Learning HQ","\u002Fgetting-started\u002Flearning-hq","01.getting-started\u002F01.learning-hq","Resources for learning Clinic HQ — manual, university courses, training clinic, and support.",{"title":23,"path":24,"stem":25,"icon":15,"description":26,"color":15},"Web Browser","\u002Fgetting-started\u002Fweb-browser","01.getting-started\u002F02.web-browser","Why HQ requires Google Chrome and how to set it up on your devices.",{"title":28,"path":29,"stem":30,"icon":15,"description":31,"color":15},"Logging In","\u002Fgetting-started\u002Flogging-in","01.getting-started\u002F03.logging-in","How to access your HQ account, set up credentials, and stay secure.",{"title":33,"path":34,"stem":35,"icon":15,"description":36,"color":15},"Navigation","\u002Fgetting-started\u002Fnavigation","01.getting-started\u002F04.navigation","Navigate Clinic HQ with ease using the sidebar, quick search, and dashboard tools.",{"title":38,"icon":39,"description":40,"color":41,"path":42,"stem":43,"children":44},"Concepts","i-lucide-lightbulb","Understand core HQ concepts like scheduling, client types, and workflows.","text-yellow-500","\u002Fconcepts","02.concepts",[45,49,54,59,64,69,74,79,84,89,94],{"title":46,"path":42,"stem":47,"icon":15,"description":48,"color":15},"Concepts Overview","02.concepts\u002Findex","Core concepts for using Clinic HQ: client types, calendars, scheduling rules, and clinic workflow fundamentals.",{"title":50,"path":51,"stem":52,"icon":15,"description":53,"color":15},"HQ Flow","\u002Fconcepts\u002Fthe-hq-flow","02.concepts\u002F01.the-hq-flow","The step-by-step HQ Flow optimized for high-volume spay\u002Fneuter clinics.",{"title":55,"path":56,"stem":57,"icon":15,"description":58,"color":15},"Calendars","\u002Fconcepts\u002Fcalendars","02.concepts\u002F02.calendars","Overview of HQ spay\u002Fneuter and wellness calendars for daily scheduling.",{"title":60,"path":61,"stem":62,"icon":15,"description":63,"color":15},"Client Types & Owner Roles","\u002Fconcepts\u002Fclient-types-and-owner-roles","02.concepts\u002F03.client-types-and-owner-roles","Public vs volume clients, TNR trappers, and the distinction between owner and client in HQ.",{"title":65,"path":66,"stem":67,"icon":15,"description":68,"color":15},"Scheduling Rules & Appointment Types","\u002Fconcepts\u002Fscheduling-rules-and-appointment-types","02.concepts\u002F04.scheduling-rules-and-appointment-types","Who to schedule under, internal vs external appointments, SN vs wellness vs recheck, and anesthetic classification.",{"title":70,"path":71,"stem":72,"icon":15,"description":73,"color":15},"Priority Scheduling","\u002Fconcepts\u002Fpriority-scheduling","02.concepts\u002F05.priority-scheduling","Priority appointments for vulnerable pets when demand exceeds capacity.",{"title":75,"path":76,"stem":77,"icon":15,"description":78,"color":15},"Mobile Clinic Scheduling","\u002Fconcepts\u002Fmobile-clinic-scheduling","02.concepts\u002F06.mobile-clinic-scheduling","Manage multiple mobile clinic locations within the HQ calendar.",{"title":80,"path":81,"stem":82,"icon":15,"description":83,"color":15},"Spay\u002FNeuter Appointments by Time","\u002Fconcepts\u002Fspay-neuter-appointments-by-time","02.concepts\u002F07.spay-neuter-appointments-by-time","Schedule spay\u002Fneuter appointments with specific time slots instead of open windows.",{"title":85,"path":86,"stem":87,"icon":15,"description":88,"color":15},"Overbooking","\u002Fconcepts\u002Foverbooking","02.concepts\u002F08.overbooking","What happens when scheduled animals exceed daily capacity limits.",{"title":90,"path":91,"stem":92,"icon":15,"description":93,"color":15},"Special Scheduling Situations","\u002Fconcepts\u002Fspecial-scheduling-situations","02.concepts\u002F09.special-scheduling-situations","Walk-ins, already sterilized status, feral cats, address requirements, secondary owners, and medication pickups.",{"title":95,"path":96,"stem":97,"icon":15,"description":98,"color":15},"Volume Client Portal","\u002Fconcepts\u002Fvolume-client-portal","02.concepts\u002F10.volume-client-portal","The Volume Client Portal: a self-service site for shelters and rescues.",{"title":100,"icon":101,"description":102,"color":103,"path":104,"stem":105,"children":106},"Suggested Flow","i-lucide-route","Follow the recommended daily clinic workflow from check-in to check-out.","text-cyan-500","\u002Fsuggested-flow","03.suggested-flow",[107,111,116,121,126,131,136,141],{"title":108,"path":104,"stem":109,"icon":15,"description":110,"color":15},"Suggested Flow Overview","03.suggested-flow\u002Findex","The recommended day-of clinic workflow in Clinic HQ: from daily checklists through check-in, exam, patient flow, and check-out.",{"title":112,"path":113,"stem":114,"icon":15,"description":115,"color":15},"SOP Daily Checklists","\u002Fsuggested-flow\u002Fsop-daily-checklists","03.suggested-flow\u002F01.sop-daily-checklists","Before-during-after daily checklists for running your clinic day with HQ.",{"title":117,"path":118,"stem":119,"icon":15,"description":120,"color":15},"Check In","\u002Fsuggested-flow\u002Fcheck-in","03.suggested-flow\u002F02.check-in","The client and patient check-in process on clinic day.",{"title":122,"path":123,"stem":124,"icon":15,"description":125,"color":15},"Exam & Pre-Med","\u002Fsuggested-flow\u002Fexam","03.suggested-flow\u002F03.exam","The pre-surgical and wellness exam workflow, including pre-medication.",{"title":127,"path":128,"stem":129,"icon":15,"description":130,"color":15},"Patient Flow","\u002Fsuggested-flow\u002Fpatient-flow","03.suggested-flow\u002F04.patient-flow","Moving patients through surgical and wellness workflows in HQ.",{"title":132,"path":133,"stem":134,"icon":15,"description":135,"color":15},"Drug Logs","\u002Fsuggested-flow\u002Fdrug-logs","03.suggested-flow\u002F05.drug-logs","Starting, managing, and closing daily controlled substance drug logs.",{"title":137,"path":138,"stem":139,"icon":15,"description":140,"color":15},"Check Out & Pick Up","\u002Fsuggested-flow\u002Fcheck-out-and-pick-up","03.suggested-flow\u002F06.check-out-and-pick-up","The checkout and pick-up workflow for completing a patient visit.",{"title":142,"path":143,"stem":144,"icon":15,"description":145,"color":15},"Patient Packets","\u002Fsuggested-flow\u002Fpatient-packets","03.suggested-flow\u002F07.patient-packets","",{"title":147,"icon":148,"description":149,"color":150,"path":151,"stem":152,"children":153},"In-Depth Topics","i-lucide-layers","Detailed walkthroughs for appointments, communications, client management, and more.","text-violet-500","\u002Fin-depth","04.in-depth",[154,158,163,168,173,178,183,188,193,198,203,208,213],{"title":155,"path":151,"stem":156,"icon":15,"description":157,"color":15},"In-Depth Topics Overview","04.in-depth\u002Findex","Step-by-step guides for HQ's core features: scheduling appointments, managing clients, applying discounts, communications, templates, and more.",{"title":159,"path":160,"stem":161,"icon":15,"description":162,"color":15},"Public Spay\u002FNeuter Appointments","\u002Fin-depth\u002Fpublic-spay-neuter-appointments","04.in-depth\u002F01.public-spay-neuter-appointments","Scheduling spay\u002Fneuter appointments for public (individual pet owner) clients.",{"title":164,"path":165,"stem":166,"icon":15,"description":167,"color":15},"Volume Spay\u002FNeuter Appointments","\u002Fin-depth\u002Fvolume-spay-neuter-appointments","04.in-depth\u002F02.volume-spay-neuter-appointments","Set up volume clients and schedule bulk spay\u002Fneuter appointments.",{"title":169,"path":170,"stem":171,"icon":15,"description":172,"color":15},"Wellness Appointments","\u002Fin-depth\u002Fwellness-appointments","04.in-depth\u002F03.wellness-appointments","Create wellness appointments from the calendar or let clients book online via E-Appointments.",{"title":174,"path":175,"stem":176,"icon":15,"description":177,"color":15},"Recheck Appointments","\u002Fin-depth\u002Frecheck-appointments","04.in-depth\u002F04.recheck-appointments","Why recheck appointments must be linked to a prior spay\u002Fneuter surgery.",{"title":179,"path":180,"stem":181,"icon":15,"description":182,"color":15},"Canceling, Rescheduling & No-Shows","\u002Fin-depth\u002Fcanceling-rescheduling-and-no-shows","04.in-depth\u002F05.canceling-rescheduling-and-no-shows","All methods for canceling, rescheduling, and no-showing appointments, including deposit handling.",{"title":184,"path":185,"stem":186,"icon":15,"description":187,"color":15},"Templates","\u002Fin-depth\u002Ftemplates","04.in-depth\u002F06.templates","Create and manage Word document templates with auto-populated merge fields.",{"title":189,"path":190,"stem":191,"icon":15,"description":192,"color":15},"Discounts","\u002Fin-depth\u002Fdiscounts","04.in-depth\u002F07.discounts","Apply discounts and subsidies using grants, invoices, or in-house funds.",{"title":194,"path":195,"stem":196,"icon":15,"description":197,"color":15},"Client Management","\u002Fin-depth\u002Fclient-management","04.in-depth\u002F08.client-management","Find, manage, and organize client and animal records in HQ.",{"title":199,"path":200,"stem":201,"icon":15,"description":202,"color":15},"Understanding & Maximizing Donations","\u002Fin-depth\u002Fdonations","04.in-depth\u002F09.donations","Maximize clinic donations: campaigns, widgets, receipts, and reporting.",{"title":204,"path":205,"stem":206,"icon":15,"description":207,"color":15},"Communications","\u002Fin-depth\u002Fcommunications","04.in-depth\u002F10.communications","All client communication channels: email, text, calls, and document sharing.",{"title":209,"path":210,"stem":211,"icon":15,"description":212,"color":15},"Documenting User Actions","\u002Fin-depth\u002Flogs","04.in-depth\u002F11.logs","Audit, scheduler, and payment logs for tracking changes and activity in HQ and utilizing timestamps.",{"title":214,"path":215,"stem":216,"icon":15,"description":217,"color":15},"Vaccine Clinics","\u002Fin-depth\u002Fvaccine-clinics","04.in-depth\u002F12.vaccine-clinics","Complete guide to scheduling and running high-volume vaccine clinics.",{"title":219,"icon":220,"description":221,"color":222,"path":223,"stem":224,"children":225},"Accounting","i-lucide-receipt","Handle payments, deposits, credits, reconciliation, and tax reporting.","text-emerald-500","\u002Faccounting","05.accounting",[226,230,235,240,245,250,255,260,265,270,275,280,285,290,295,300],{"title":227,"path":223,"stem":228,"icon":15,"description":229,"color":15},"Accounting Overview","05.accounting\u002Findex","Complete accounting guide: payments, invoices, subsidies, refunds, and reports.",{"title":231,"path":232,"stem":233,"icon":15,"description":234,"color":15},"Accounting Public","\u002Faccounting\u002Faccounting-public","05.accounting\u002F01.accounting-public","Apply Payment screen for public client appointments and payment collection.",{"title":236,"path":237,"stem":238,"icon":15,"description":239,"color":15},"Accounting Volume","\u002Faccounting\u002Faccounting-volume","05.accounting\u002F02.accounting-volume","Volume client accounting: invoicing, payments, and financial reports.",{"title":241,"path":242,"stem":243,"icon":15,"description":244,"color":15},"Item Sales","\u002Faccounting\u002Fitem-sales","05.accounting\u002F03.item-sales","Sell non-medical items like t-shirts or OTC products via Item Sales.",{"title":246,"path":247,"stem":248,"icon":15,"description":249,"color":15},"Subsidies","\u002Faccounting\u002Fsubsidies","05.accounting\u002F04.subsidies","Apply subsidies to change prices, use grant funds, or bill third parties.",{"title":251,"path":252,"stem":253,"icon":15,"description":254,"color":15},"Deposits","\u002Faccounting\u002Fdeposits","05.accounting\u002F05.deposits","Pre-payment deposits for public appointments: setup, collection, and management.",{"title":256,"path":257,"stem":258,"icon":15,"description":259,"color":15},"Credit Cards","\u002Faccounting\u002Fcredit-cards","05.accounting\u002F06.credit-cards","Integrated credit card processing through MP Group at discounted rates.",{"title":261,"path":262,"stem":263,"icon":15,"description":264,"color":15},"Client Credits & Write-Offs","\u002Faccounting\u002Fclient-credits-and-write-offs","05.accounting\u002F07.client-credits-and-write-offs","Manage client credits from overpayments and record write-offs for uncollectible debts.",{"title":266,"path":267,"stem":268,"icon":15,"description":269,"color":15},"Refunds","\u002Faccounting\u002Frefunds","05.accounting\u002F08.refunds","All refund types: full, partial, deposits, client credits, and troubleshooting.",{"title":271,"path":272,"stem":273,"icon":15,"description":274,"color":15},"Accounting Tools","\u002Faccounting\u002Faccounting-tools-and-reports","05.accounting\u002F09.accounting-tools-and-reports","Unbill and unpay volume client invoices to correct billing mistakes.",{"title":276,"path":277,"stem":278,"icon":15,"description":279,"color":15},"Reconciliation & Financial Reports","\u002Faccounting\u002Freconciliation","05.accounting\u002F10.reconciliation","Run reconciliation, export financial data, and match bank deposits in HQ.",{"title":281,"path":282,"stem":283,"icon":15,"description":284,"color":15},"Tax","\u002Faccounting\u002Ftax","05.accounting\u002F11.tax","Report sales tax, handle subsidized taxable items, and set up volume client tax exemptions.",{"title":286,"path":287,"stem":288,"icon":15,"description":289,"color":15},"E-Pay & Card Vaulting","\u002Faccounting\u002Fe-pay-card-vaulting","05.accounting\u002F12.e-pay-card-vaulting","E-Pay: send secure payment requests via email to public clients.",{"title":291,"path":292,"stem":293,"icon":15,"description":294,"color":15},"No Prices on Paperwork","\u002Faccounting\u002Fno-prices-on-paperwork","05.accounting\u002F13.no-prices-on-paperwork","Use price-free templates to hide costs on invoices or take-home documents.",{"title":296,"path":297,"stem":298,"icon":15,"description":299,"color":15},"A Word About Accounting Tech Support","\u002Faccounting\u002Fa-word-about-accounting-tech-support","05.accounting\u002F14.a-word-about-accounting-tech-support","Scope of HQ accounting support and when to consult your own accountant.",{"title":301,"path":302,"stem":303,"icon":15,"description":304,"color":15},"How to look up payments","\u002Faccounting\u002Fhow-to-look-up-payments","05.accounting\u002F15.how-to-look-up-payments","Look up all payments for a client via the Payments Tab on their profile.",{"title":306,"icon":307,"description":308,"color":309,"path":310,"stem":311,"children":312},"Reports","i-lucide-bar-chart-2","Access patient metrics, service reports, rabies exports, and more.","text-orange-500","\u002Freports","06.reports",[313,317,322,327,332,337,342,347,352,357,362],{"title":314,"path":310,"stem":315,"icon":15,"description":316,"color":15},"Reports Overview","06.reports\u002Findex","All HQ reports: patient metrics, financials, custom reports, and exports.",{"title":318,"path":319,"stem":320,"icon":15,"description":321,"color":15},"Patient Metrics & Master Report","\u002Freports\u002Fpatient-and-master-reports","06.reports\u002F01.patient-and-master-reports","Summary and detailed reports on surgeries, animals, and appointments, plus the Master Report.",{"title":323,"path":324,"stem":325,"icon":15,"description":326,"color":15},"Data Exports","\u002Freports\u002Fdata-exports","06.reports\u002F02.data-exports","Export microchip and rabies vaccination records for registries and regulatory reporting.",{"title":328,"path":329,"stem":330,"icon":15,"description":331,"color":15},"Service Metrics & Item Prep","\u002Freports\u002Fservice-metrics-and-item-prep","06.reports\u002F03.service-metrics-and-item-prep","Monthly service counts by category, and item prep for upcoming clinic days.",{"title":333,"path":334,"stem":335,"icon":15,"description":336,"color":15},"Volume Client Metrics","\u002Freports\u002Fvolume-client-metrics","06.reports\u002F04.volume-client-metrics","Volume client surgery statistics and success rate breakdowns.",{"title":338,"path":339,"stem":340,"icon":15,"description":341,"color":15},"Geographic Metrics","\u002Freports\u002Fgeographic-metrics","06.reports\u002F05.geographic-metrics","Visual map showing where your clients are located geographically.",{"title":343,"path":344,"stem":345,"icon":15,"description":346,"color":15},"Executive Director Metrics","\u002Freports\u002Fexecutive-director-metrics","06.reports\u002F06.executive-director-metrics","High-level clinic and vet performance data for executive directors.",{"title":348,"path":349,"stem":350,"icon":15,"description":351,"color":15},"Funding Reports","\u002Freports\u002Ffunding-reports","06.reports\u002F07.funding-reports","Partnership metrics, donations, and subsidies summary reports.",{"title":353,"path":354,"stem":355,"icon":15,"description":356,"color":15},"Appointment Reports","\u002Freports\u002Fappointment-reports","06.reports\u002F08.appointment-reports","No-show, recheck, scheduling productivity, and priority appointment reports.",{"title":358,"path":359,"stem":360,"icon":15,"description":361,"color":15},"Death Report","\u002Freports\u002Fdeath-report","06.reports\u002F09.death-report","Access data on animal deaths to identify patterns and improve care.",{"title":363,"path":364,"stem":365,"icon":15,"description":366,"color":15},"Custom Reports","\u002Freports\u002Fcustom-reports","06.reports\u002F10.custom-reports","Build custom reports by combining any HQ data fields you need.",{"title":368,"icon":369,"description":370,"color":150,"path":371,"stem":372,"children":373},"Admin","i-lucide-shield","Billing, administration, integrations, technology, and help resources for HQ.","\u002Fadmin","07.admin",[374,378,383,388,393,398,403],{"title":375,"path":371,"stem":376,"icon":15,"description":377,"color":15},"Admin Overview","07.admin\u002Findex","Admin-level operations for Clinic HQ: billing, account management, integrations, recommended technology, contingency planning, and training resources.",{"title":379,"path":380,"stem":381,"icon":15,"description":382,"color":15},"Services Down","\u002Fadmin\u002Fservices-down","07.admin\u002F01.services-down","What to do when HQ or internet services are unavailable.",{"title":384,"path":385,"stem":386,"icon":15,"description":387,"color":15},"Billing & Organization","\u002Fadmin\u002Fhq-billing-and-organization","07.admin\u002F02.hq-billing-and-organization","Subscription management, billing, and multi-clinic organization for HQ accounts.",{"title":389,"path":390,"stem":391,"icon":15,"description":392,"color":15},"HQ Administration","\u002Fadmin\u002Fhq-administration","07.admin\u002F03.hq-administration","Data migration, account management, security, and legal documentation.",{"title":394,"path":395,"stem":396,"icon":15,"description":397,"color":15},"Integrations","\u002Fadmin\u002Fintegrations","07.admin\u002F04.integrations","Third-party integrations: IDEXX lab services and microchip auto-registration.",{"title":399,"path":400,"stem":401,"icon":15,"description":402,"color":15},"Technology Suggested","\u002Fadmin\u002Ftechnology-suggested","07.admin\u002F05.technology-suggested","Recommended hardware and technology for running Clinic HQ.",{"title":404,"path":405,"stem":406,"icon":15,"description":407,"color":15},"HQ Help & Training","\u002Fadmin\u002Fhq-help-and-training","07.admin\u002F06.hq-help-and-training","HQ's story, resources, community, and training materials.",{"title":409,"icon":410,"description":411,"color":412,"path":413,"stem":414,"children":415},"Settings","i-lucide-settings-2","Configure clinic profile, users, services, packages, and integrations.","text-slate-500","\u002Fsettings","08.settings",[416,420,425,430,435,440,445,450,455,460,465,470,475,480,485,490,495,500,505,510,515,520,525,530,535,540,545,550,555,560,565,570,575,580,585,590,595,600,605],{"title":417,"path":413,"stem":418,"icon":15,"description":419,"color":15},"Settings Overview","08.settings\u002Findex","Configure all HQ settings: calendar, pricing, users, communications, and more.",{"title":421,"path":422,"stem":423,"icon":15,"description":424,"color":15},"Clinic Profile","\u002Fsettings\u002Fclinic-profile","08.settings\u002F01.clinic-profile","Set up your clinic profile, preferences, and general system settings.",{"title":426,"path":427,"stem":428,"icon":15,"description":429,"color":15},"Users","\u002Fsettings\u002Fusers","08.settings\u002F02.users","Manage users, roles, and permissions in your HQ clinic account.",{"title":431,"path":432,"stem":433,"icon":15,"description":434,"color":15},"Vets","\u002Fsettings\u002Fvets","08.settings\u002F03.vets","Set up veterinarian profiles and surgical settings for your clinic.",{"title":436,"path":437,"stem":438,"icon":15,"description":439,"color":15},"Services & Products","\u002Fsettings\u002Fservices-products","08.settings\u002F04.services-products","Add and manage medical services and products in your HQ clinic.",{"title":441,"path":442,"stem":443,"icon":15,"description":444,"color":15},"Packages","\u002Fsettings\u002Fpackages","08.settings\u002F05.packages","Group commonly used services into packages for quick appointment setup.",{"title":446,"path":447,"stem":448,"icon":15,"description":449,"color":15},"Custom Fields","\u002Fsettings\u002Fcustom-fields","08.settings\u002F06.custom-fields","Create custom data fields for e-appointments, reports, and medical notes.",{"title":451,"path":452,"stem":453,"icon":15,"description":454,"color":15},"Clinic Tags","\u002Fsettings\u002Fclinic-tags","08.settings\u002F07.clinic-tags","Create color-coded tags to flag clients and animals throughout HQ.",{"title":456,"path":457,"stem":458,"icon":15,"description":459,"color":15},"Vaccine Setup","\u002Fsettings\u002Fvaccine-setup","08.settings\u002F08.vaccine-setup","Configure rabies vaccine details required for certificate generation.",{"title":461,"path":462,"stem":463,"icon":15,"description":464,"color":15},"Integrations Setup","\u002Fsettings\u002Fintegrations-setup","08.settings\u002F09.integrations-setup","Connect HQ with IDEXX, Shelterluv, and PetPoint integrations.",{"title":466,"path":467,"stem":468,"icon":15,"description":469,"color":15},"Divvy Setup","\u002Fsettings\u002Fdivvy-setup","08.settings\u002F10.divvy-setup","Create animal groups and surgical teams for the Divvy distribution tool.",{"title":471,"path":472,"stem":473,"icon":15,"description":474,"color":15},"Patient Flow Setup","\u002Fsettings\u002Fdrug-log-setup","08.settings\u002F11.drug-log-setup","Patient Flow setup: drug protocols, controlled substances, and automations.",{"title":476,"path":477,"stem":478,"icon":15,"description":479,"color":15},"Medical Notes Setup","\u002Fsettings\u002Fmedical-notes-setup","08.settings\u002F12.medical-notes-setup","Customize pre-generated medical notes for records and visit summaries.",{"title":481,"path":482,"stem":483,"icon":15,"description":484,"color":15},"High Risk Waiver Setup","\u002Fsettings\u002Fhigh-risk-waiver-setup","08.settings\u002F13.high-risk-waiver-setup","Configure high-risk waiver options for verbal and digital signatures.",{"title":486,"path":487,"stem":488,"icon":15,"description":489,"color":15},"Prescription Labels","\u002Fsettings\u002Fprescription-labels","08.settings\u002F14.prescription-labels","Supported label printers for prescription labels: Zebra and Dymo setup.",{"title":491,"path":492,"stem":493,"icon":15,"description":494,"color":15},"Microchip Preferences","\u002Fsettings\u002Fmicrochip-preferences","08.settings\u002F15.microchip-preferences","Configure microchip integration preferences and auto-registration partners.",{"title":496,"path":497,"stem":498,"icon":15,"description":499,"color":15},"Capacity Management","\u002Fsettings\u002Fcapacity-management","08.settings\u002F16.capacity-management","Set daily spay\u002Fneuter capacity limits by species, sex, and weight.",{"title":501,"path":502,"stem":503,"icon":15,"description":504,"color":15},"Wellness Settings","\u002Fsettings\u002Fwellness-settings","08.settings\u002F17.wellness-settings","Set up wellness rooms, appointment types, and scheduling preferences.",{"title":506,"path":507,"stem":508,"icon":15,"description":509,"color":15},"Templates Settings","\u002Fsettings\u002Ftemplates-settings","08.settings\u002F18.templates-settings","Upload custom clinic forms with merge fields for auto-populated data.",{"title":511,"path":512,"stem":513,"icon":15,"description":514,"color":15},"E-Appointments","\u002Fsettings\u002Fe-appointments","08.settings\u002F19.e-appointments","Set up online appointment booking for clients via E-Appointments.",{"title":516,"path":517,"stem":518,"icon":15,"description":519,"color":15},"E-Payments","\u002Fsettings\u002Fe-payments","08.settings\u002F20.e-payments","Enable online payments by connecting your MP Group merchant account.",{"title":521,"path":522,"stem":523,"icon":15,"description":524,"color":15},"Mobile Location Settings","\u002Fsettings\u002Fmobile-location-settings","08.settings\u002F21.mobile-location-settings","Configure mobile clinic locations and schedules in HQ settings.",{"title":526,"path":527,"stem":528,"icon":15,"description":529,"color":15},"Confirmations and Reminders","\u002Fsettings\u002Fconfirmations-and-reminders","08.settings\u002F22.confirmations-and-reminders","Configure automated confirmation and reminder settings for all appointments.",{"title":531,"path":532,"stem":533,"icon":15,"description":534,"color":15},"Medical Records Request","\u002Fsettings\u002Fmedical-records-request","08.settings\u002F23.medical-records-request","Share your clinic medical record request form link with clients.",{"title":536,"path":537,"stem":538,"icon":15,"description":539,"color":15},"Email Attachments","\u002Fsettings\u002Femail-attachments","08.settings\u002F24.email-attachments","Attach documents like aftercare PDFs to confirmation or reminder emails.",{"title":541,"path":542,"stem":543,"icon":15,"description":544,"color":15},"Call & Text Add On","\u002Fsettings\u002Fcall-text-add-on","08.settings\u002F25.call-text-add-on","Set up text and robo-call reminders with the Call and Text add-on.",{"title":546,"path":547,"stem":548,"icon":15,"description":549,"color":15},"e-Lobby","\u002Fsettings\u002Fe-lobby","08.settings\u002F26.e-lobby","Configure auto-response messages for E-Lobby client communications.",{"title":551,"path":552,"stem":553,"icon":15,"description":554,"color":15},"Invoices","\u002Fsettings\u002Finvoices","08.settings\u002F27.invoices","Customize the email template sent with volume client invoices.",{"title":556,"path":557,"stem":558,"icon":15,"description":559,"color":15},"Donations","\u002Fsettings\u002Fdonations-campaigns","08.settings\u002F28.donations-campaigns","Set up donation campaigns and embed widgets for online giving.",{"title":561,"path":562,"stem":563,"icon":15,"description":564,"color":15},"Funding Partnerships","\u002Fsettings\u002Ffunding-partnerships","08.settings\u002F29.funding-partnerships","Create funding partnerships as a prerequisite for subsidy setup.",{"title":566,"path":567,"stem":568,"icon":15,"description":569,"color":15},"Subsidy Settings","\u002Fsettings\u002Fsubsidy-settings","08.settings\u002F30.subsidy-settings","Create and configure subsidy settings with funding partnerships.",{"title":571,"path":572,"stem":573,"icon":15,"description":574,"color":15},"Grantors","\u002Fsettings\u002Fgrantors","08.settings\u002F31.grantors","Set up grantors to track the source of every donation in HQ.",{"title":576,"path":577,"stem":578,"icon":15,"description":579,"color":15},"VC Custom Pricing","\u002Fsettings\u002Fvc-custom-pricing","08.settings\u002F32.vc-custom-pricing","Override standard pricing for individual volume clients on specific items.",{"title":581,"path":582,"stem":583,"icon":15,"description":584,"color":15},"Tax Info","\u002Fsettings\u002Ftax-info","08.settings\u002F33.tax-info","Configure tax categories and rates for taxable clinic items.",{"title":586,"path":587,"stem":588,"icon":15,"description":589,"color":15},"QuickBooks","\u002Fsettings\u002Fquickbooks","08.settings\u002F34.quickbooks","Map QuickBooks codes to HQ services and products for accounting sync.",{"title":591,"path":592,"stem":593,"icon":15,"description":594,"color":15},"Chat Settings","\u002Fsettings\u002Fchat-settings","08.settings\u002F35.chat-settings","Enable instant messaging between your clinic and volume client Portal users.",{"title":596,"path":597,"stem":598,"icon":15,"description":599,"color":15},"OneLink E-Appointments (Multi-Clinic Only)","\u002Fsettings\u002Fone-link","08.settings\u002F36.one-link","OneLink: a single E-Appointment booking link for multi-clinic organizations.",{"title":601,"path":602,"stem":603,"icon":15,"description":604,"color":15},"VCP Settings","\u002Fsettings\u002Fvcp-settings","08.settings\u002F37.vcp-settings","Control volume client Portal permissions and required fields.",{"title":606,"path":607,"stem":608,"icon":15,"description":609,"color":15},"Inventory","\u002Fsettings\u002Finventory","08.settings\u002F38.inventory","Track inventory through HQ custom reports since there is no built-in system.",{"title":611,"icon":612,"description":613,"color":614,"path":615,"stem":616,"children":617},"Resources & Perks","i-lucide-gift","Explore resources, tools, and perks available to your clinic.","text-rose-500","\u002Fresources-and-perks","09.resources-and-perks",[618,622,627,632,637],{"title":619,"path":615,"stem":620,"icon":15,"description":621,"color":15},"Overview","09.resources-and-perks\u002Findex","Explore HQ's top tools, downloadable templates, exclusive clinic perks, and discounted credit card processing options.",{"title":623,"path":624,"stem":625,"icon":15,"description":626,"color":15},"Top Tools","\u002Fresources-and-perks\u002Ftop-tools","09.resources-and-perks\u002F01.top-tools","Quick video overviews of HQ's most powerful features, including online scheduling, e-Pay, consent forms, patient flow, grant management, and more.",{"title":628,"path":629,"stem":630,"icon":15,"description":631,"color":15},"Templates & Resources","\u002Fresources-and-perks\u002Ftemplates-and-resources-copy","09.resources-and-perks\u002F02.templates-and-resources copy","Download ready-to-use HQ templates for consent forms, aftercare instructions, cage cards, curbside check-in flyers, and other clinic documents.",{"title":633,"path":634,"stem":635,"icon":15,"description":636,"color":15},"Perks","\u002Fresources-and-perks\u002Fperks","09.resources-and-perks\u002F03.perks","Exclusive benefits available to HQ clinics, including discounted credit card processing, microchips, vet supplies, text messaging, surgical packs, and volunteer opportunities.",{"title":256,"path":638,"stem":639,"icon":15,"description":640,"color":15},"\u002Fresources-and-perks\u002Fcredit-cards","09.resources-and-perks\u002F04.credit-cards","Learn about HQ's discounted interchange-plus credit card processing rates, supported hardware, and how to get a savings quote for your clinic.",{"id":642,"title":266,"body":643,"color":15,"description":269,"extension":1524,"icon":15,"links":1525,"meta":1526,"navigation":1527,"path":267,"seo":1528,"sitemap":1529,"stem":268,"__hash__":1530},"docs\u002F05.accounting\u002F08.refunds.md",{"type":644,"value":645,"toc":1512},"minimark",[646,653,659,662,667,672,675,679,685,691,694,698,701,707,712,726,731,735,742,746,753,759,763,770,775,779,782,787,791,795,798,802,805,813,881,886,890,915,920,923,928,931,951,956,959,975,980,984,988,991,1011,1016,1020,1024,1028,1052,1057,1061,1091,1095,1099,1102,1124,1129,1133,1152,1156,1159,1163,1181,1186,1190,1215,1220,1225,1229,1233,1241,1244,1290,1294,1298,1315,1319,1323,1326,1328,1346,1349,1351,1367,1371,1375,1379,1382,1387,1409,1413,1416,1421,1435,1438,1443,1448,1452,1456,1462,1465,1471,1475,1479,1482,1488,1496,1501,1506],[647,648,649],"p",{},[650,651],"img",{"alt":145,"src":652},"\u002Fimages\u002F05-accounting\u002F720-1920-x-225-px-1920-x-320-px-2025-07-29t124354-625.png",[647,654,655],{},[656,657,658],"strong",{},"A refund can only occur when a payment has already been made.",[647,660,661],{},"The objective of the payment as being a deposit, direct payment, or donation will not affect the ability to perform refunds as long as it is cash, check, or credit card payment.",[663,664,666],"h2",{"id":665},"understanding-refunds","Understanding Refunds",[668,669,671],"h3",{"id":670},"use-cases-why-would-you-offer-a-refund","Use cases: Why would you offer a refund?",[647,673,674],{},"There are generally two common reasons for performing refunds. The client has overpaid for an appointment or the client needs to cancel an appointment and the clinic policy allows for refunding deposits with notice.",[668,676,678],{"id":677},"overpayment-refund","Overpayment – Refund*",[647,680,681,682],{},"An overpayment occurs on an appointment where the services or prices change. This could happen when a surgery is declined, services or no longer needed, a subsidy discount is applied, or one-offs such as comped services for an unhappy client.\n",[650,683],{"alt":145,"src":684},"\u002Fimages\u002F05-accounting\u002Foverpaid-options.png",[647,686,687],{},[688,689,690],"em",{},"TIP: If a client has overpaid for services instead of refunding, ask the client if they would like to leave the overpayment as a donation! In this case, use the action button and repurpose the money to a donation. This is a great way to save on credit card fees if the original payment was a credit card.",[647,692,693],{},"Overpayments to create “Change Due” is not the same as a refund.\nIf the client’s total is $18 and they give you $20 – the extra $2 given back to the client, is not a refund. This is the change due amount. In Clinic HQ, you would enter the payment amount as $18, not $20.",[668,695,697],{"id":696},"cancelled-appointment-refund-deposit","Cancelled Appointment – Refund Deposit",[647,699,700],{},"If the client contacts the clinic to cancel their appointment and a deposit was made, the clinic may offer a refund to the client.",[647,702,703,706],{},[688,704,705],{},"NOTE: Discuss your clinic policy with a manager – some clinics may have a no-refund policy for canceled appointments.","\nBefore the appointment can be marked as canceled, the deposit would need to be managed and the action taken to refund the payment. Once an action is taken with the deposit the appointment can be cancelled.",[647,708,709],{},[656,710,711],{},"Things to note about Refunds",[713,714,715,719],"ul",{},[716,717,718],"li",{},"Discuss with your manager your clinic’s policy on refunds.",[716,720,721,722,725],{},"MX Merchant has a refund threshold in place to prevent fraud. The default is 50 refunds in 24 hours or 10 within 2 minutes.\nIf your clinic exceeds the threshold, you will see an error banner with “",[656,723,724],{},"Rapid Refund Activity Detected","” If you are constantly getting this message, please call MP Group at 770-818-6188 to review your account. It’s possible there is a lock on your account.",[647,727,728],{},[656,729,730],{},"Process all refunds through Clinic HQ. Do not process refunds via MX Merchant directly.",[663,732,734],{"id":733},"unable-to-refund-a-credit-card","Unable to refund a credit card?",[647,736,737,738],{},"Read about credit card refund errors what they mean and what you should do if you get an error, ",[739,740,741],"a",{"href":257},"HERE.",[663,743,745],{"id":744},"never-process-transactions-in-mx-merchant-first","Never Process Transactions in MX Merchant First!",[668,747,749,752],{"id":748},"important-all-transactions-must-be-processed-through-clinic-hq-first",[656,750,751],{},"IMPORTANT:"," All transactions must be processed through Clinic HQ FIRST",[647,754,755,758],{},[656,756,757],{},"Never"," process any transactions through MX before they are processed through Clinic HQ. The team has posted numerous memos about this topic, and cannot provide individual transaction assistance if this process is done either incorrectly or accidentally.",[668,760,762],{"id":761},"one-way-street","One-Way Street",[647,764,765,766,769],{},"It is not a two-way street between Clinic HQ and MX Merchant. Clinic HQ can 'talk to' MX but MX cannot 'talk back' making it a one-way street from HQ to MX. If you process any transactions through MX Merchant first, they will not be reflected in Clinic HQ. To avoid this situation, ",[656,767,768],{},"you'll need to process all transactions through Clinic HQ first",".",[647,771,772],{},[650,773],{"alt":145,"src":774},"\u002Fimages\u002F05-accounting\u002Foneway1.jpg",[668,776,778],{"id":777},"we-cannot-make-it-refund-in-hq-if-youve-already-done-a-refund-in-mx-merchant","We cannot make it refund in HQ if you've already done a refund in MX Merchant",[647,780,781],{},"It is physically impossible for us to 'make' HQ refund a payment when you have already refunded it in MX Merchant. We have no suggestions on what to do to \"fix\" the situation in HQ if you make this mistake. You can leave a note in the financial memo but that is the only suggestion we can give for these circumstances.",[647,783,784],{},[650,785],{"alt":145,"src":786},"\u002Fimages\u002F05-accounting\u002Fyou-can-leave-a-note-in-financial-memo.jpg",[663,788,790],{"id":789},"how-to-process-a-refund","How To Process a Refund",[668,792,794],{"id":793},"how-to-process-a-refund-1","How to Process a Refund",[647,796,797],{},"Your clinic may process refunds for a variety of reasons, such as canceled appointments, billing errors, or overpayments",[668,799,801],{"id":800},"how-to-issue-a-refund","How to Issue a Refund",[647,803,804],{},"Every payment will have an action menu. From the action menu, you can opt to repurpose or refund the payment.",[647,806,807,812],{},[688,808,809],{},[656,810,811],{},"Locate the Payment","\nPayments can be viewed and managed in any of the following places:",[713,814,815,831,848,864],{},[716,816,817,820,821,824,825,827,828],{},[688,818,819],{},"Deposit Management","\nGo to ",[656,822,823],{},"Clients"," > ",[656,826,251],{}," > Locate the payment and click ",[656,829,830],{},"Action",[716,832,833,820,836,824,838,824,841,844,845],{},[688,834,835],{},"Appointment Financial Tab",[656,837,823],{},[656,839,840],{},"Check In\u002FCheckout",[656,842,843],{},"Edit"," appointment > ",[656,846,847],{},"Financial",[716,849,850,853,854,824,857,860,861],{},[688,851,852],{},"Client Profile Payment History","\nGo to Clients > Search Clients\u002FAnimals > Locate the client via ",[656,855,856],{},"Search",[656,858,859],{},"View"," profile > ",[656,862,863],{},"Payments",[716,865,866,820,869,824,871,874,875,877,878],{},[688,867,868],{},"Reconciliation Report",[656,870,219],{},[656,872,873],{},"Reconciliation"," > Choose a date range and ",[656,876,856],{}," > Locate payment and ",[656,879,880],{},"View Details",[647,882,883],{},[650,884],{"alt":145,"src":885},"\u002Fimages\u002F05-accounting\u002Fpayment-actions.jpg",[668,887,889],{"id":888},"cash-or-check","Cash or Check",[891,892,893,896,905,908],"ol",{},[716,894,895],{},"In Clinic HQ, locate the payment and edit the payment.",[716,897,898,899,901,902],{},"Click the ",[656,900,830],{}," menu and choose ",[656,903,904],{},"Refund Payment.",[716,906,907],{},"From the refund screen, confirm the payment type and refund amount: is it a full refund or partial refund of the original payment?",[716,909,910,911,914],{},"Save the refund details by clicking the red ",[656,912,913],{},"Refund Payment"," button.",[647,916,917],{},[650,918],{"alt":145,"src":919},"\u002Fimages\u002F05-accounting\u002Frefund-details.jpg",[668,921,256],{"id":922},"credit-cards",[924,925,927],"h4",{"id":926},"non-integrated-credit-card-manual","NON-INTEGRATED CREDIT CARD (MANUAL)",[647,929,930],{},"Review the original payment type. If it is Credit Card (Manual), then the refund will also be manual.\nRefunding as Credit Card (Manual): This option does not use the integrated MX Merchant system. Your clinic will need to process the refund on the card outside of Clinic HQ manually and record in Clinic HQ that the refund was processed. Using the refund tool will simply notate in Clinic HQ that the refunds occurred.",[891,932,933,936,938,944,947],{},[716,934,935],{},"User your clinic's merchant platform to process the refund transaction.",[716,937,895],{},[716,939,898,940,901,942],{},[656,941,830],{},[656,943,904],{},[716,945,946],{},"From the refund screen confirm the payment type, card details, and refund amount: is it a full refund or partial refund of the original payment?",[716,948,910,949,914],{},[656,950,913],{},[952,953,955],"h5",{"id":954},"integrated-pos-or-credit-card-e-payment","INTEGRATED (POS) or CREDIT CARD (E-PAYMENT)",[647,957,958],{},"If the original payment was processed through MX Merchant as Credit Card (POS) or Online through E-payments, the card is not needed to process the refund. The system will utilize the original transaction to refund the client.",[891,960,961,963,969,971],{},[716,962,895],{},[716,964,898,965,901,967],{},[656,966,830],{},[656,968,904],{},[716,970,946],{},[716,972,910,973,914],{},[656,974,913],{},[647,976,977],{},[650,978],{"alt":145,"src":979},"\u002Fimages\u002F05-accounting\u002Frefund-credit-card-pos-or-online.jpg",[668,981,983],{"id":982},"difference-in-refund-repurpose-and-voiding-payments","Difference in Refund, Repurpose and Voiding Payments",[924,985,987],{"id":986},"refunds-vs-voiding-payments-in-hq","Refunds vs Voiding Payments in HQ",[647,989,990],{},"Understanding the difference between a refund and a void is essential for accurate payment processing in HQ. Using the wrong option can lead to accounting issues or client dissatisfaction.",[713,992,993,999,1005],{},[716,994,995,998],{},[656,996,997],{},"Refund:"," Returns money to the client via their original payment method. Use this when the payment has already been processed. The transaction remains in records as \"refunded\" and appears in reports and history. If integrated with MX Merchant, the funds are actually returned; if not, the refund is only recorded internally.",[716,1000,1001,1004],{},[656,1002,1003],{},"Repurpose",": Instead of refunding, you can apply the payment as a client credit for future use or convert it into a donation.",[716,1006,1007,1010],{},[656,1008,1009],{},"Void",": Cancels the payment before it settles - like it never happened. The payment is removed but will still show in your deleted payments log.",[647,1012,1013],{},[656,1014,1015],{},"Important: Once a payment is voided, it cannot be refunded.",[668,1017,1019],{"id":1018},"refunding-multiple-animals-all-at-once","Refunding Multiple Animals All At Once",[924,1021,1023],{"id":1022},"refunding-multiple-animals-at-once","Refunding Multiple Animals At Once",[924,1025,1027],{"id":1026},"from-client-profile","From Client Profile:",[891,1029,1030,1033,1036,1042,1045,1048],{},[716,1031,1032],{},"Locate the payment in the \"Payments\" tab",[716,1034,1035],{},"View details on payment",[716,1037,1038,1039],{},"Select ",[656,1040,1041],{},"full refund",[716,1043,1044],{},"Select how you want to refund (cash, card, check, etc.)",[716,1046,1047],{},"Enter the amount",[716,1049,1038,1050],{},[656,1051,913],{},[647,1053,1054],{},[688,1055,1056],{},"Note: If you want to select any partial amount of a refund, it must be done individually.",[924,1058,1060],{"id":1059},"from-the-appointment-screen","From The Appointment Screen:",[891,1062,1063,1077,1082,1084,1086],{},[716,1064,1065,1066,1069,1070,1073,1074],{},"In the appointment, navigate to the ",[656,1067,1068],{},"financial"," tab. Your screen will look like this (below). ",[656,1071,1072],{},"You will only need to select one of the animals on this payment in order to refund the full amount",".\n",[650,1075],{"alt":145,"src":1076},"\u002Fimages\u002F05-accounting\u002Frefundbutton2.png",[716,1078,1038,1079],{},[656,1080,1081],{},"Edit Payments",[716,1083,1044],{},[716,1085,1047],{},[716,1087,1088,1089,769],{},"Click ",[656,1090,913],{},[668,1092,1094],{"id":1093},"refunding-one-animal-out-of-multiple-animals","Refunding One Animal Out of Multiple Animals",[924,1096,1098],{"id":1097},"refunding-one-animal-out-of-multiple-animals-1","Refunding One Animal out of Multiple Animals",[924,1100,1027],{"id":1101},"from-client-profile-1",[891,1103,1104,1106,1108,1113,1116,1118,1120],{},[716,1105,1032],{},[716,1107,1035],{},[716,1109,1038,1110],{},[656,1111,1112],{},"Partial Refund",[716,1114,1115],{},"Select which animals you'd like to refund",[716,1117,1044],{},[716,1119,1047],{},[716,1121,1088,1122],{},[656,1123,913],{},[647,1125,1126],{},[688,1127,1128],{},"Note: The amount of a single refund cannot exceed the amount of the original payment.",[924,1130,1132],{"id":1131},"from-appointment-screen","From Appointment Screen",[891,1134,1135,1138,1142,1144,1146,1148],{},[716,1136,1137],{},"In the appointment, navigate to the financial tab",[716,1139,1088,1140],{},[656,1141,1081],{},[716,1143,1115],{},[716,1145,1044],{},[716,1147,1047],{},[716,1149,1088,1150],{},[656,1151,913],{},[668,1153,1155],{"id":1154},"refunding-partial-amounts","Refunding Partial Amounts",[924,1157,1155],{"id":1158},"refunding-partial-amounts-1",[924,1160,1162],{"id":1161},"from-client-profile-2","From Client Profile",[891,1164,1165,1167,1169,1173,1175,1177],{},[716,1166,1032],{},[716,1168,1035],{},[716,1170,1038,1171],{},[656,1172,1112],{},[716,1174,1044],{},[716,1176,1047],{},[716,1178,1088,1179],{},[656,1180,913],{},[647,1182,1183],{},[650,1184],{"alt":145,"src":1185},"\u002Fimages\u002F05-accounting\u002Fimage-22.png",[924,1187,1189],{"id":1188},"from-the-appointment-screen-1","From The Appointment Screen",[891,1191,1192,1197,1201,1203,1207,1209,1211],{},[716,1193,1065,1194,1196],{},[656,1195,847],{}," tab",[716,1198,1088,1199],{},[656,1200,1081],{},[716,1202,1035],{},[716,1204,1038,1205],{},[656,1206,1112],{},[716,1208,1044],{},[716,1210,1047],{},[716,1212,1088,1213],{},[656,1214,913],{},[647,1216,1217],{},[650,1218],{"alt":145,"src":1219},"\u002Fimages\u002F05-accounting\u002Fimage-21.png",[647,1221,1222],{},[650,1223],{"alt":145,"src":1224},"\u002Fimages\u002F05-accounting\u002Fimage-15.png",[663,1226,1228],{"id":1227},"refunding-deposits","Refunding Deposits",[668,1230,1232],{"id":1231},"how-to-refund","How to Refund?",[647,1234,1235,1236],{},"Each payment has an action menu. From there, you can choose to either repurpose or refund the payment.\n",[688,1237,1238],{},[656,1239,1240],{},"Locate The Payment",[647,1242,1243],{},"Payments can be viewed and managed in any of the following places:",[713,1245,1246,1256,1268,1278],{},[716,1247,1248,820,1250,824,1252,827,1254],{},[688,1249,819],{},[656,1251,823],{},[656,1253,251],{},[656,1255,830],{},[716,1257,1258,820,1260,824,1262,824,1264,844,1266],{},[688,1259,835],{},[656,1261,823],{},[656,1263,840],{},[656,1265,843],{},[656,1267,847],{},[716,1269,1270,853,1272,824,1274,860,1276],{},[688,1271,852],{},[656,1273,856],{},[656,1275,859],{},[656,1277,863],{},[716,1279,1280,820,1282,824,1284,874,1286,877,1288],{},[688,1281,868],{},[656,1283,219],{},[656,1285,873],{},[656,1287,856],{},[656,1289,880],{},[647,1291,1292],{},[650,1293],{"alt":145,"src":885},[668,1295,1297],{"id":1296},"cash-check","CASH, CHECK",[891,1299,1300,1302,1308,1311],{},[716,1301,895],{},[716,1303,898,1304,901,1306],{},[656,1305,830],{},[656,1307,904],{},[716,1309,1310],{},"From the refund screen confirm the payment type and refund amount: is it a full refund or partial refund of the original payment?",[716,1312,910,1313,914],{},[656,1314,913],{},[647,1316,1317],{},[650,1318],{"alt":145,"src":919},[668,1320,1322],{"id":1321},"credit-card","CREDIT CARD",[924,1324,927],{"id":1325},"non-integrated-credit-card-manual-1",[647,1327,930],{},[891,1329,1330,1332,1334,1340,1342],{},[716,1331,935],{},[716,1333,895],{},[716,1335,898,1336,901,1338],{},[656,1337,830],{},[656,1339,904],{},[716,1341,946],{},[716,1343,910,1344,914],{},[656,1345,913],{},[668,1347,955],{"id":1348},"integrated-pos-or-credit-card-e-payment-1",[647,1350,958],{},[891,1352,1353,1355,1361,1363],{},[716,1354,895],{},[716,1356,898,1357,901,1359],{},[656,1358,830],{},[656,1360,904],{},[716,1362,946],{},[716,1364,910,1365,914],{},[656,1366,913],{},[647,1368,1369],{},[650,1370],{"alt":145,"src":979},[663,1372,1374],{"id":1373},"how-to-refund-a-client-credit","How to Refund a Client Credit",[668,1376,1378],{"id":1377},"refunding-client-credits","Refunding Client Credits",[647,1380,1381],{},"If a Client Credit has been applied to an appointment, and you now need to refund the amount, you will need to take the Client Credit back to its original form of payment before refunding.",[647,1383,1384],{},[656,1385,1386],{},"Follow the steps below to refund a Client Credit:",[891,1388,1389,1400,1403],{},[716,1390,1391,1392,1395,1396,1399],{},"Remove the payment from the appointment using ",[656,1393,1394],{},"Delete (void) Payment",". (",[688,1397,1398],{},"This will remove the client credit payment from the appointment, this will revert the transaction back to an unused client credit and will be logged as a Deleted Payment",")",[716,1401,1402],{},"Revert the client credit on the original payment using the reverse arrow on the client credit line",[716,1404,1405,1406],{},"Refund overpayment by selecting ",[656,1407,1408],{},"Action > Refund Payment",[668,1410,1412],{"id":1411},"refunding-a-partial-client-credit","Refunding a Partial Client Credit",[647,1414,1415],{},"If you need to use portion of the Client Credit and refund the rest, you will first need to take the initial payment back to its original form, run the partial refund, then go back through converting the remainder to a client credit and re-applying it back to the appointment.",[647,1417,1418],{},[656,1419,1420],{},"To do so, follow Steps 1-3 above, and continue with the steps below:",[891,1422,1423,1426,1432],{},[716,1424,1425],{},"Once the Client Credit has been reverted, run a Partial Refund for the amount needing to be refunded to the client",[716,1427,1428,1429],{},"Convert the remaining balance back to Client Credit by selecting ",[656,1430,1431],{},"Action > Repurpose Payment",[716,1433,1434],{},"Apply Client Credit to appointment",[668,1436,734],{"id":1437},"unable-to-refund-a-credit-card-1",[647,1439,737,1440],{},[739,1441,1442],{"href":257},"(blank)HERE.",[647,1444,1445],{},[650,1446],{"alt":145,"src":1447},"\u002Fimages\u002F05-accounting\u002Fimage-14.png",[663,1449,1451],{"id":1450},"rapid-refund-error-what-to-do","Rapid Refund Error - What To Do",[668,1453,1455],{"id":1454},"what-to-do-with-rapid-refund-errors","What To Do with Rapid Refund Errors",[647,1457,1458,1459,1461],{},"•\tMX Merchant has a refund threshold in place to prevent fraud. The default is 50 refunds in 24 hours or 10 within 2 minutes.\nIf your clinic exceeds the threshold, you will see an error banner with “",[656,1460,724],{},"”",[647,1463,1464],{},"If you are constantly getting this message, please call MP Group at 770-818-6188 to review your account. It’s possible there is a lock on your account.",[713,1466,1467],{},[716,1468,1469],{},[656,1470,730],{},[663,1472,1474],{"id":1473},"refund-with-different-payment-method","Refund With Different Payment Method",[668,1476,1478],{"id":1477},"refund-with-a-different-payment-type","Refund with a different payment type",[647,1480,1481],{},"If the original payment was made by credit card, your clinic should default to refunding that same card. While alternative refund methods (e.g., cash, check, or a different card) are available, they should only be used if there's an issue with the original card.",[647,1483,1484,1487],{},[656,1485,1486],{},"Why this matters:"," Refunding to a different method can lead to duplicate refunds. A client could dispute the original charge and receive a chargeback, while also receiving your manual refund—resulting in them being refunded twice. Refunding to the original card helps prevent this risk. That said, exceptions may arise where an alternative method is necessary.",[891,1489,1490,1493],{},[716,1491,1492],{},"From the refund window,  the default refund method will be the same as the original payment.",[716,1494,1495],{},"Choose the option next to this to refund using a different payment method.",[647,1497,1498],{},[650,1499],{"alt":145,"src":1500},"\u002Fimages\u002F05-accounting\u002Frefund-with-a-different-payment-method.jpg",[647,1502,1503],{},[656,1504,1505],{},"What if you refund a client using cash or check and the original payment was Credit Card POS or Online?",[647,1507,1508,1509],{},"Refunding as Cash or Check will cross-post the transaction to MX Merchant since the original payment was processed there. This simply notates in MX Merchant that the credit card was refunded using a different payment type. ",[656,1510,1511],{},"Once refunded, the transaction details cannot be revised or voided.",{"title":145,"searchDepth":1513,"depth":1513,"links":1514},1,[1515,1517,1518,1519,1520,1521,1522,1523],{"id":665,"depth":1516,"text":666},2,{"id":733,"depth":1516,"text":734},{"id":744,"depth":1516,"text":745},{"id":789,"depth":1516,"text":790},{"id":1227,"depth":1516,"text":1228},{"id":1373,"depth":1516,"text":1374},{"id":1450,"depth":1516,"text":1451},{"id":1473,"depth":1516,"text":1474},"md",[],{},true,{"title":266,"description":269},{"loc":267},"mmoT0d5zjfhR05htDXS3_2dNh33cgnpgnFkFzHnmD6I",[1532,1533],{"title":261,"path":262,"stem":263,"description":264,"children":-1},{"title":271,"path":272,"stem":273,"description":274,"children":-1},1779183728068]