There are several places you can view credits and gift cards.
1. Credits and Gift Cards (Patient Profile)
Open the Patient Profile, History tab, Credit tab.
2. Accounting>Credits
In the search section enter the search criteria and perform the search. Credits will appear in a list at the bottom of the page.
3. Accounting Gift Cards
Go to Accounting>Gift Cards. Do a search for the Gift Card.
| Notes |
When a patient has a credit and you complete and invoice, at the top of the receive payment window you will see a note the patient has a credit. |