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Sell and redeem gift cards

Richard Abujasen
Updated
In OptiMantra, you are now able to sell gift cards in your office or online

 

 

Configuring Gift Cards for Online Sales

 

Under Settings > Payments > Gift Card Config you can set up a module to display on your website with predefined gift card values, build out a template for printing gift certificates, and decide how to track gift cards (we recommend assigning them to a 'Guest' or 'Gift Card' Patient.

 

  • First navigate to your Settings > Payments > Gift Card Config and select "Yes" to activate your clinic's link!

 

 

 

 

*Note that all gift card keywords ( ex. expiration date) must remain on the gift cards at this time. If you remove these an error will be generated and you will be unable to save. 


 

Selling Gift Cards in the Office

You can also sell gift cards just like you would any other item on the Superbill under

 

Create Superbill > Other Services > Add A Gift Card

 

*Note that you will want to make sure the Other Services section is showing up in your Superbill to sell gift cards If you're not find this section, please click on Settings > Payments > Customize Superbill and make sure you enable Other Services


 

 

 

In the (likely!) case that you're selling to someone that is buying for someone else, we recommend that you check out the gift card under a guest patient (e.g. First Name - Gift, Last name - Card) to track gift cards purchased
  • So, create the Superbill for the gift card under your Gift Card patient (rather than the person paying the card) to track this centrally
  • This also ensures that if a gift card is - for example - a surprise, it's not auto-showing up on the gift-receivers profile
You can check that 'Gift Card' guest patient's activity to quickly determine how much gift card revenue you have allocated to specific patients and it will also show up in Analytics

 

 

 

 

Checking Outstanding Gift Card Values

 

You can see a full dashboard of all the gift cards that have been sold under Shortcuts > Admin > Gift cards

 

 

 

Notifying Patients (Receipts)

In addition to adding gift cards to a patient's Superbill (where it would then be tracked when you share that bill), you can also email a copy of the gift card to the patient from the Gift Cards dashboard under Shortcuts > Admin > Giftcards (see image above)

 

Clients will get the details of the gift card sent to them by email, including a unique gift card number, value and secret key

Redeeming Gift Cards

You can redeem a gift card for any client on a new superbill or on the admin page under Shortcuts > Admin > Gift cards.

 

A gift card can be redeemed from the bottom of the superbill:

 


 

The gift card number and gift card key will be required to finalize the transaction.
 

 


 

The patient can provide this information from their gift card, or the clinic can obtain it from Shortcuts > Admin > Gift Card page by clicking on the correct Gift Card ID.
 

 


 

The credit will be accessible right away for use towards the current superbill.
 

 


 

 


 

If a gift card is redeemed on the Shortcut > Admin > Gift card page,

 


Staff would copy the gift card key
 

 

 

And then click the Redeem (Credit Memo) box to assign the gift card key to the patient receiving the gift card.

 


 

In both cases, a separate superbill will be generated to contain the credit memo, which can be reviewed from the patient's > Action Menu > Superbill History.

 

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