PMP Manual National - Jul. 2014 | Page 48

PATIENT MANAGEMENT PROGRAM • If a gift certificate expires you need to reflect an increase in income because you received money but did not render a service. Create a fee schedule item called “expired gift certificate” with a ‘zero’ fee and post this transaction anytime you need to eliminate a credit on account because of an unused or expired gift certificate. The fee will equal the price of the certificate purchased and would be entered when you post the transaction. Add Gift Certificate to your Fee Schedule: Click the Setup menu, Fee Schedule, Other. Click Add. Double click into the code field and type GC. Type Gift Certificate into the description field. Make the Selling Amount $0.00 as it may change every time. Add Gift Certificate to your Payment Types: Go to the Setup menu, Payment Type. Click Add. Type ‘Gift Certificate’; press the Tab key type ‘GC’. Click Save. Add a New Patient file named Gift Certificate: Go to the Patient menu, Add New Patient. Type Gift into the first name field and Certificate into the last name field. Make the Doctor of Record the primary DC in your office. Click Save. 47 | Posting Activity