Creation Date: August 10, 2023
Created By: Danielle Standage
1. To access the patient wallet, click on the dollar amount next to the patient's name on the patient profile
2. Balance can quickly be edited with the edit button, and you will see which coupons the patient currently has
3. To save the patient's new wallet balance, click submit
4. Click the X in the upper right corner to close the dialogue
5. More wallet features can be accessed by clicking on the credit card icon on the right toolbar
6. Here you will see an overview of the wallet balance, plus coupons available and their quantity.
7. Click on Edit to edit the quantity or type of coupons available in the patient wallet. The red trash can icon deletes the coupon.
8. Click on Add New Coupon to add another coupon to the patient wallet
9. Select the applicable coupon from the drop down list, and enter the quantity on the right.
10. Click on Submit once you're done
11. If the patient has a gift card balance, you can see it at the bottom of the page.
