If you have a patient that has credit on account that they would like to share with a friend or family member through a Gift Card, you have come to the right place. :)
Depending on where you are in Jane, you can load a gift card with account credit to be redeemed by anyone who can present the gift card name or reference number at checkout.
Here’s how:
From the Account Billing Tab
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Head to Billing > Gift Cards/Certificates and click the New Gift Card button.
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Next type the name or number of the gift card you wish to create.
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Search the name of the patient whose credit you wish to use to purchase the Gift Card.
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Enter the amount you wish to add to your new Gift Card then click Next.
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By default, Jane pulls up available credit automatically so you just double-check the amount being loaded is correct here:
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Hit Pay and you’re done!
Within the Patient’s Profile
If you are already in the Patient’s Profile, you can quickly purchase a Gift Card using Account Credit on file from a couple of places.
Receive Payment Screen
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From the Patient’s Profile head to Billing > Payments > Receive Payment.
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Click Load a Gift Card:
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Enter the name or number of the Gift Card you wish to create, and click New Gift Card.
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Enter the Gift Card amount and click Next.
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Use the Account Credit on file as the Payment Method to confirm the purchase.
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Hit Pay and you’re done!
Gift Cards Area
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From the Patient’s Profile head to Billing > Gift Cards and click the New Gift Card button.
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Just like above, type the name or number of the gift card you wish to create. The patient’s name will already be filled in so click Next.
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Enter the amount you wish to add to your new Gift Card then click Next.
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By default, Jane pulls up available credit automatically so you just double-check the amount being loaded is correct here:
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Hit Pay and you’re done!
That’s it!
Bonus Tip: Check out our guide on Transferring Balances to our lovely support team if you have questions or need assistance!