How to Create an e-Gift Card
In this example, you will learn how to create a $100 e-Gift Card. You can use any denomination for this and you can change the amount upon checkout.
Step By Step Instructions
Go to the Billing tab then Quick Invoice.
Enter the Patient name, set the Insurance field to Direct to Patient, and set the Practitioner field to No Practitioner
Under Item # field, enter "EGIFTCARD" then select EGIFTCARD: E-GIFT CARD
You will get a popup where you can Enter Gift Card # or select Cancel and the system will create a gift card number for you
Enter the Amount of the gift card then select Checkout
Select the Pay By type, check the Payment Amount and then select $Apply Payment.
The invoice will be generated with the Gift Card # listed on it and the e-Gift Card will be added to the Patient Profile and can be found under History > Credits
How to Redeem an e-Gift Card
To redeem an e-gift card for a patient's service, from the appointment block on the schedule select Complete and Invoice then Checkout
Under Paid By select Gift Card, then click Select GC and choose the e-gift card from the dropdown menu.
|*Note: If the e-Gift Card doesn't appear in the dropdown menu, you can find it by typing in the Gift Card # and selecting Lookup|
*If the e-Gift Card amount is equal to or greater than the Balance Owing
Enter the Payment Amount and select $Apply Payment
*If the e-Gift Card amount is less than the Balance Owing
Enter the Payment Amount then in the dropdown below Email Invoice to Patient, select New Payment & then select $Apply Payment
The gift card payment has been applied and the remaining invoice balance will appear as the Balance Owing. Now you can collect the remaining amount via a separate payment method.