How to Manage Gift Certificates - Clinic Essentials Knowledge Base

How to Manage Gift Certificates

March 19, 2014

Clinic Essentials has the ability to manage gift certificates. Here are the instructions to issue and redeem them.

Issuing a Gift Certificate:

  1. Create a new patient: First Name = Gift, Last Name = Certificate
  2. Click Billing or Pay, and select the appropriate Billing Practitioner you wish to use.
  3. In the Payment field at the bottom, enter the payment amount and select the payment source (Cash, Cheque, Debit, Visa, Mastercard). Click Save.

You should now have a payment (credit) on the Gift Certificate patient’s ledger.

Redeeming a Gift Certificate:

  1. Bring up the patient chart named Gift Certificate
  2. Click Billing or Pay, and select the billing practitioner the gift certificate was issued under.
  3. In the Payment field at the bottom of the billing screen, enter the negative value of the gift certificate.
  4. Select Cash as the payment method and click Save.
  5. When the Apply Payment window appears, select Apply To: PAYMENTS in the drop down menu at the top of the screen. Check the payment and click Done.
  6. Bring up the chart of the patient using the gift certificate and bill for the treatment.
  7. Enter the amount of the gift certificate in the payment field, and select the payment source as Cash.

Patient Information Billing Ledger Setup

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