Transferring a Gift Card Balance

From time to time family members and friends like to share their own Gift Cards with their loved ones. In these instances, Jane will allow us to do this in a couple of ways.

Simple Way to Share a Gift Card

The quickest way to share a Gift Card balance from one patient to another is to simply Redeem the Gift Card at the time of purchase.

1. Receive Payment as usual. In the final Pay screen click Add Payment Method and select Redeem Gift Card… from the list in the popup window.

   

2. Search the name or number of the Gift Card belonging to the patient who wants to share their Gift Card balance with the client.

   

3. If the Gift Card covers the entire amount, you can remove the default payment method by clicking the X or you can leave it if the Gift Card only covers a portion and another payment method is required to pay in full.

   

4. Hit Pay and you are done…Easy peasy!

Officially Transfer the Balance

Since direct transfers aren’t a thing (yet), this process comes in handy if you’d like to see the credit reflected on another patient’s profile or if you need to transfer a credit between two patient profiles. For those needing to transfer a credit from one account to another, you’ll want to start by Loading the Gift Card with the Credit on File.

Let’s break down the steps together!

1. Head to the profile of the patient whose Gift Card you wish to transfer. Go to > Billing > Gift Cards and click on the name of the Gift Card you would like to share between patients.

   

2. Click the Transfer Balance button.

   

3. Search and select the name of the patient you wish to Transfer the Balance to.

   

You’re done! Jane is now storing the balance as a credit on the recipient’s profile and listing it under their Billing > Gift Cards tab.

NOTE: Using the transfer balance feature will update the payment method on receipt and statements from Gift Card to Account Credit.

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Transferring a Balance Back to a Gift Card

To start, you’ll want to go back to the gift card itself by heading over to the Billing tab and selecting Gift Cards / Certificates. From there, you’ll want to click on the word View to the right of the gift card:

Next, click on the blue Load Card button in the top right corner.

Enter the name of the patient that the gift card balance was transferred to and who now has a credit on their account.

Look a little familiar? Now you’ll enter in the total amount of the credit that was transferred. In the below example, we’re working with $100.

Make sure to remove any pre-populated payment methods and to click on the blue Add Payment Method text.

A pop-up will appear and make sure to select the Account Credit as the payment method:

To ensure that you’re not sending a notification to the patient about this change, the recommendation here would be to select the Pay button with no icons.

After reloading the gift card, you have the option to delete or refund the original payment. For more details on how you can delete or refund a gift card purchase, check out this guide: Refunding or Deleting a Gift Card.

As always, if you have any additional questions or concerns, you can contact our support team and we’d be happy to help 💙.