First you can start by going into the patient’s profile and clicking on Billing and then Gift Cards. You can search for the existing gift card number, or click on the number if you see it listed below.
In the window that opens click Load Gift Card on the top right corner.
Then you should be walked through the checkout process. Just edit the amount you’d like to load onto the gift card, and proceed through payment as usual.
If the checkout above doesn’t look familiar to you, you may be still using our original billing screen. See instructions below for our old check-out view.
Any time you are receiving a payment for a patient, you can also load funds onto a gift card.
Click Receive Payment on a patient’s payments tab, or click Pay at the top of an Appointment pane.
Enter the payment details for the funds you are receiving from the patient. For example, a $200 Debit payment.
Then you can add the gift card that you are loading. Enter the gift card number in the Load Gift Card search field. If it’s a new card, click the Create New Gift Card link that appears. If it’s an existing card, it will appear in the list and show you any existing balance on the card. Enter the amount you would like to load onto the gift card.
Click Apply or any of the apply & receipt options, and you’re done!
This gift card will now be listed in the patient’s profile in their Gift Cards list, found on their Billing tab.