Gift Card/Certificate Payments

We encourage you to read the article Enter Pre-payment before continuing with these instructions. 

Instructions

1. Acccess Patients > search for and open a patient > Account.
2. Click the + icon.
3. Select Patient Invoice.
4. In the Select Encounter modal, click 'Skip.' Note: This action opens a new invoice.
5. Click the ellipsis button.
6. Select 'Add Adhoc.'
7. In the Add Adhoc Item modal, input "Gift Card Purchase" in the Description field.
8. Press the Tab button on your keyboard.
9. Click 'Save.' Note: This action adds a line item on your invoice with $0.00 in the Unit Price column.
10. Click 'Authorized.'
11. Click 'Receive Payment.'
12. In the Receive Payment(s) modal, complete the fields for Payment Amount and Payment Method. Note: The payment amount should match the gift card/certificate amount.
13. Input the amount into the Payment column field.
14. Click Apply Payments to the $0.00 invoice. This will create a negative invoice.
15. Click 'Grant Credit.'
16. In the Grant Credit modal, check the box beside Credit to Patient and input credit amount to the patient. 
17. Click 'Apply.'

The credit applied can be used on future invoices by selecting Credit in the Payment Method field within the Receive Payment modal. When someone uses the gift card/certificate, you can receive payment and choose "Credit" as the payment method. You can also transfer this credit to a linked family member.  

Note: If the Gift Card is being purchased for a Family Member, the credit granted can be given directly to the Family Member as long as the two patients are linked together in Family/Contacts.