How to View Credits & Gift Cards

  • Updated

You can see credits and gift cards in the patient's profile or in the accounting section. When you're creating an invoice for a patient, you'll also get a notification if they have any available credit. This article show you where you can find existing credits and gifts cards. 

 

Patient Profile 

  1. Open the patient's profile
  2. Click History 
  3. Choose Credits 

 

 

Accounting - Credits

  1. Go to Accounting 
  2. Select Credits 
  3. Enter your search parameters 
  4. Click Search 

 

Accounting - Gift Cards

  1. Go to Accounting 
  2. Select Gift Cards 
  3. Enter your search parameters 
  4. Click Search

 

Complete & Invoice

You'll be notified if a patient has an available credit when you're creating an invoice for them:  

 

 

 

 

 

 

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