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Managing Patient Coupons

How to add a new coupon, adjust the quantity of coupons, or remove coupons from a patient's wallet

Updated over a year ago

How to Edit a Patient's Coupon Balance in a Patient Profile

  1. Access Patient Profile

    • Go to the patient's profile.

    • Click on the credit card icon on the far right.

  2. Edit Coupon Balance

    • Click on the edit button next to the coupon section.

    • Adjust the quantity of the coupon by typing a number or using the arrows.

    • Delete a coupon by clicking the trash can icon.

    • Add a new coupon by clicking the "add a new coupon" button and searching for the desired coupon.

  3. Save Changes

    • After making the necessary adjustments, click on submit to save the changes.

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