Sign up
Book a demo

Jane's Guide

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


Redeeming a Gift Card

  1. Gift Cards
  2. Redeeming a Gift Card

    3. 4 min read
    Balance Plan Practice Plan Thrive Plan
Staff Access Level: Full Access and above
Jane Plan: All plans
Add-on Required: No
Geography: 🌐 All geographies

Gift cards in Jane can be redeemed in two ways: from the Receive Payment screen during checkout, or directly from the patient’s profile. Both methods are covered below.

Instructions

Option 1: Redeem from the Receive Payment screen

  1. Go to Patient's Profile > Billing > Payments
  2. Click on Receive Payment
  3. Select the invoices the need to be paid using the gift card > click Next .
  4. Click Add Payment Method > select Redeem Gift Cards to reveal the gift card search field.

    A short video of selecting the payment method to reveal the gift card search field
  5. Enter the gift card number manually, or click the search field and use a USB swiper.
  6. Select the gift card from the list once it appears.
  7. Enter the amount to redeem from the gift card. You can redeem a partial amount and combine the gift card with other payment methods, such as account credit or a new payment.
  8. Click any of the Pay options to complete the payment.

Option 2: Redeem directly from the saved gift card

  1. Go to the Billing tab > Gift Cards / Certificates > find the gift card and click the View button for that gift card.
  2. Click Redeem Gift Card in the top right corner.

    A short video showing how to redeem a gift card from the Billing tab in Jane
  3. Type in the name of the patient you want to redeem the gift card for and choose them from the list.
  4. Select the invoices to pay for with the gift card and click Next.
  5. Enter the dollar amount to redeem from the gift card and click Pay.

What to Expect

After completing payment, the redeemed amount is deducted from the gift card balance and a payment record is added to the patient’s billing profile. If the gift card still has a remaining balance, it stays active and can be used for future payments.

Important Notes

  • Gift cards can be redeemed from the Schedule. Click on the appointment and select Pay within the Appointment Panel
  • Gift cards can be combined with other payment methods (such as account credit or a new payment) in a single transaction.
  • If a gift card doesn’t appear in the search field, go to Billing > Gift Cards / Certificates to view all gift cards on the account.
  • Gift cards can be used to pay for tips. Select Redeem Gift Cards as the payment method on the Receive Payment screen and enter the amount to apply toward the tip.

Heads Up 📣: Gift cards can only be searched by gift card number, not by the name of the person who loaded it.