Redeeming gift certificates

Redeeming gift certificates

For patients paying with a gift certificate, open the payment entry window the same as you would for regular cash/credit card payments.

  1. Search for the patient.
  2. Enter the company name.
  3. Select the adjustment radio button.
  4. Click on gift card redemption.

  1. Select the invoice to apply the gift card to.
  2. Enter the amount and the tracking ID that matched the gift card.
  3. Click receipt or post.


  1. Select the applicable option for remaining gift card balance if there is one.

*Note, if the invoice is larger than the balance of the gift certificate, click post or receipt, the value of the gift certificate will appear as paid, leaving the remaining balance.




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