PATIENT MANAGEMENT PROGRAM
Redemption of GC:
Get into the Patient Activity screen in your normal manner. Locate and select the treatment that
the patient had from the list. Click None under Payment Amount. Change the Payment Type to
Gift Certificate. If you do not have Gift Certificate listed as one of your payment types create it
using the instructions below. Click Post.
Gift certificate can be used by more than one practitioner
This option is a little more complicated as offices may not know which practitioner will redeem the GC.
1.
Sale of GC:
Get into the Patient Activity for the patient Gift Certificate (create this file using the instructions listed
below). Leave the Treating Doctor as the primary DC. Type GC into the Code field. Select Gift
Certificate from the list. If you do not have Gift Certificate in your fee schedule create one using the
instructions below. Press Enter or Tab to keep the billing amount at zero, the payment amount will
reflect the cost of the GC. Click Amount under Payment Amount and type the amount of the
payment. Choose the Payment Type from the list and click Post.
This will have the effect of recording the money received and creating a credit on the account for the
patient file Gift Certificate. There is no change in revenue as no service has been given. You are
Posting the payment to the primary DC because that is the bank account that should get the money.
2.
Redemption of GC:
Get into the Patient Activity screen for the patient in your normal manner. Make sure the Treating
Doctor is the practitioner who performed the treatment. Locate and select the treatment that the
patient had from the list. Click onto the radio button to the left of Amount and type the amount of
the GC. Change the Payment Type to Gift Certificate. If you do not have Gift Certificate listed as one
of your payment types create it using the instructions below. Click Post.
The revenue or fee will show on the day summary sheet for the treating practitioner and the receipts
will balance because you received the gift certificate as payment.
3.
Balance the cash:
Get into the Patient Activity screen for the Gift Certificate patient file. Type TRAN into the Code field
and select Transfer. Press Enter or Tab to keep the billing amount at zero. Click Amount under
Payment Amount and type in the amount of the GC as a negative, i.e. -50.00. Change the Payment
Type to Gift Certificate. Click Post.
This transaction will reduce the credit balance on the Gift Certificate patient and has no impact on
total revenue.
Suggestions
•
Some offices number their gift certificates. You can record this information in the patient comment
area for the Gift Certificate patient e.g. “Oct1-13 sold GC#0052 - redeemed Feb14-14”
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Posting Activity