This article walks you through redeeming a patient's gift card and applying the balance to an invoice. It's for front-desk staff and anyone with access to invoices and checkout.
How do I redeem a gift card in Prospyr?
You can redeem a gift card right at checkout, or ahead of time from the patient's profile. Either way works — pick whichever fits your workflow.
Option 1: Redeem during checkout
Open or create the patient's invoice.
Add the applicable services or products.
Click Pay Now.
Select Gift Card as the payment method.
Review the patient's available gift card balance shown on this screen.
If the gift card hasn't been redeemed yet, enter the code in the Redemption Code field.
Click Redeem.
Note: Redemption codes aren't case-sensitive. Prospyr treats uppercase and lowercase letters the same way.
Option 2: Redeem ahead of time from the patient's profile
Open the patient's profile.
Go to the Patient Wallet area.
Find the Gift Card Balance card.
Click Add.
Enter the gift card redemption code.
Click Redeem.
Prospyr updates the patient's gift card balance right away. You can check it anytime in this same area.
How do I use a gift card balance at checkout?
Open or create an invoice for the patient.
Add the applicable services or products.
Click Pay Now.
Select Gift Card as the payment method.
Enter the amount the patient wants to pay in the Payment Amount field.
Click Pay with Gift Card.
If a balance remains on the invoice, collect the rest using another payment method.
Important: The payment amount can't exceed either the invoice balance or the patient's available gift card balance.
Any gift card balance that isn't used stays with the patient and can be applied to a future invoice the same way.
Common issues and troubleshooting
Why is the redemption code showing as invalid? Double-check that the code was entered correctly. A code may also be rejected if the gift card has already been redeemed, has already been assigned to another patient, or belongs to a different Prospyr workspace. If the code still won't redeem, contact Prospyr Support with the redemption code and the gift card's purchase details.
The gift card doesn't cover the whole invoice — what do I do? Apply the available gift card balance first, then collect the remaining amount with another payment method.
Where can I check a patient's gift card balance? You can see it on the Gift Card payment screen during checkout, or in the patient's wallet.