Overview
eGift cards allow patients to purchase treatments online and redeem them through the patient portal or in person. This feature requires Stripe integration to enable seamless purchasing.
Steps to Set Up and Use eGift Cards
Adding a New eGift Card
Go to Settings > eGift Cards.
Click the blue button to create a new gift card.
Specify the gift card name (e.g., “Two Treatment Card”) and set its value.
Confirm Stripe is connected in Integrations to enable patient purchases.
Patient Purchase Process
Patients access the Finances page in the patient portal to select and purchase eGift cards.
They can enter their credit card information to complete the checkout process.
Redeeming eGift Cards
Patients redeem gift cards by entering the gift card code in the patient portal, where the value is credited for future transactions.
The credit can be applied toward balances or specific treatments.
Applying eGift Cards to Payments
When managing patient charges, select Redeem eGift Card to apply the card’s balance.
Enter the gift card code, click Apply, and the remaining balance will be credited to the patient’s account.
Gift Card Delivery
Upon purchase, patients receive an email containing their eGift card code.
They can print the email or forward it to a recipient as a gift.
Key Points
Stripe Integration: Required for online eGift card purchases.
Patient Portal Access: Patients can manage their eGift card transactions and check balances.
Flexible Options: eGift cards can be printed, gifted, or applied directly to patient balances.