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How Do I Transfer a Gift Card Balance to Another Patient?

  1. Gift Cards
  2. How Do I Transfer a Gift Card Balance to Another Patient?

    3. 4 min read
    Balance Plan Practice Plan Thrive Plan
Staff Access Level: All levels (with access to the patient's profile)
Jane Plan: All plans
Add-on Required: No
Geography: Available in: All Geographies 🌐

Instructions

To transfer a gift card balance from one patient to another in Jane, use one of the two methods below. Once complete, the gift card is either applied as a payment method on the recipient patient’s invoice, or the balance is transferred as a credit to their profile.

Option 1: Redeem the Gift Card at the Time of Purchase

This is the quickest way to share a gift card balance between patients. Use this option when the recipient patient is checking out and you want to apply the gift card directly to their invoice.

  1. Go to the Patient’s Profile > Billing > View on the Invoice > Pay > Next
  2. In the final Pay screen, click Add Payment Method.
  3. Select Redeem Gift Card from the list in the pop-up window.
  4. Search for the name or number of the gift card belonging to the patient sharing their balance, and select it.
  5. If the gift card covers the entire amount owing, click the X to remove the default payment method. Leave the default payment method in place if the gift card only covers part of the amount and another payment method is needed to pay in full.
  6. Click one of the blue Pay buttons.

What to Expect

The gift card is applied as a payment method on the invoice. If the gift card covers the full amount, no other payment method is charged. If it covers only part of the amount, the remaining balance is charged to the payment method left on the invoice.

Option 2: Transfer the Balance Directly to Another Patient’s Profile

Jane does not support a direct gift card to gift card transfer. Use this option when you need the credit to appear on another patient’s profile rather than applying it to an invoice right away.

  1. Go to the profile of the patient whose gift card you want to transfer.
  2. Go to Billing > Gift Cards.
  3. Click the name of the gift card you want to transfer.
  4. Click Transfer Balance.
  5. Search for and select the name of the patient you want to transfer the balance to.

📣 Heads up: Using Transfer Balance changes the payment method shown on receipts and statements from Gift Card to Account Credit.

What to Expect

Jane stores the balance as a credit memo on the recipient patient’s profile. The credit appears within the patient’s profile, under Billing > Credit Memos tab.

Important Notes

  • Jane does not currently support transferring a balance directly from one gift card to another. Use Option 1 or Option 2 above depending on whether you want to apply the gift card to an invoice or move it to another patient’s profile as a credit.