Jane's Guide Here's all the help you need to use Jane.

Refunding and Deleting a Gift Card

Because Jane uses Gift Cards for Transferring Balances and as an option for managing Packages, there may come a day when you need to refund a Gift Card. If you are reading this, today is likely the day. :)

Refunding the Full Balance

If the Gift Card has not yet been redeemed for purchases in Jane, refunding the balance is simple and Jane allows us to do this in a few different places. We’ll look at the two most common below.

From the Billing Tab

  1. Head to Billing > Gift Cards/Certificates. Locate the Gift Card you want to refund and click on the blue hyperlink name or number of the Gift Card.

  2. Next click on the Payment hyperlink.

  3. Unapply the payment by clicking on the broken chain link and confirm that you want to unapply the payment.

  4. Now you can refund! Click the Refund button and select the method you will use to refund the Gift Card.

From the Patient’s Profile

  1. Head to the Patient Profile of the person who originally purchased the Gift Card and click Billing > Gift Cards.

  2. Click on the name or number of the Gift Card you wish to refund.

  3. Next click on the Payment hyperlink.

  4. Unapply the payment by clicking on the broken chain link and confirm that you want to unapply the payment.

  5. Now you can refund! Click the Refund button and select the method you will use to refund the Gift Card.

Refunding a Partial or Remaining Balance on a Gift Card

Sometimes a Gift Card has been used for purchases in your Jane account and has a partial balance remaining that you wish to refund to your patient. In this case, we recommend that you Contact Us for a little guidance.

Each case is so unique and we are happy to guide you through the process step by step.

Deleting a Gift Card

Sometimes a clinic will want to remove a gift card from their ledger altogether.

Jane only allows us to Delete a Gift Card when the card has no past transactions associated with it.

Lastly, Jane keeps a record of your refunded Gift Cards and all of the associated transactions on the Patient Profile > Billing > Gift Cards tab and on the Gift Card Transactions report for reference.

Hope that helps!