You don’t need to have fancy Starbucks style gift cards to use Jane’s gift cards feature. You can create, track, and redeem gift certificates all right within Jane. We can work with gift cards in a few different places in Jane.
Where to Create Gift Cards in Jane
Receive Payment Screen
You may have noticed anytime you take a payment from your patients, Jane will allow you to Load a Gift Card from the Receive Payment screen.
You can also generate a gift card by heading to the Billing tab in the upper left-hand side of your screen. Click the Gift Cards/Certificates button in the menu on the left-hand side.
Patient’s Profile > Billing > Gift Cards
Jane will allow you to load gift cards directly from the patient’s profile as well by heading to Billing > Gift Cards.
Once you have landed on one of these screens, you can either enter in a name or number to create a new gift card, or you can even let Jane generate a unique gift certificate number for you.
Let Jane Generate a Fresh (Gift Certificate) Number
To have Jane generate a gift certificate number, go to the Billing tab, then click the Gift Cards/Certificates item in the menu on the left. Then click the generate a fresh number hyperlink.
Jane will ask you to search for the patient who is loading money onto the gift certificate. If the person buying the gift certificate is not a patient at your clinic, you can use a profile with your clinic’s name or named something like “walk-in purchases” instead.
Select the profile you will be recording the payment under, and the Receive Payment screen will open with your gift certificate. Enter the payment details and amount to load onto the card, click Pay, and you’re done!
Or, If you already have gift certificates with numbers
Go to the Billing tab, then click the Gift Cards / Certificates item in the menu on the left.
In the search field enter in your Gift Card number, or if you do happen to have those fancy Starbucks style gift cards, you can use a USB scanner to scan in the number for you.
- Note: The gift card number you enter must be at least 6 digits long and cannot start with a 0. You may start with letters, so if your card number is #003 you could label it something like “GC#003”
Click the Create New Gift Card # text.
Then Jane will ask you to search for the patient who is loading money onto the gift certificate. Again, if the person buying the gift certificate is not a patient at your clinic, you can use a profile with your clinic’s name, or named something like “walk-in purchases” instead.
Select the patient, and the Receive Payment screen will open with your gift certificate. Enter the payment details and amount to load onto the card, click Pay, and you’re done!
Pro Tip: Name vs. Number
If your patient is buying a gift card for another patient already within your practice, consider giving your gift card a name rather than a number. This makes the gift card real easy to search when the recipient comes in to redeem the card for treatment or services. ; )
Note: Should you decide to give your gift certificate a name instead of a number, just be sure to have at least 6 digits and no spaces within the name as pictured above. Who doesn’t love a good hashtag? No need to add that # symbol though when creating the Gift Card Name/Number. Jane will put that in there for you on your behalf.
If you already have the gift card created in Jane and would like to re-load it for another transaction, check out the How to reload a gift card page for instructions. To redeem a Gift Certificate, check out Redeeming a Gift Card.
As always, give us a shout if you need a hand!