How do I redeem a patient's wallet or package credits at checkout?
Where to find a patient's credits
Every patient's credit balance lives in the Patient Wallet within their patient profile.
Open the patient's profile.
Click the Wallet icon next to the patient name to see the patient's current dollar credit balance.
Select Coupons, Gift Cards, or Transactions to see the details behind that balance — for example, which package or promotion it came from.
Select the Transactions tab to see a full history of every change to the patient's wallet, including redemptions, expirations, and adjustments.
Note: If a patient ever questions their balance, the Transactions tab is the best place to look — it shows a complete audit trail of how the balance was built and used.
Types of credits in Prospyr
Prospyr tracks two kinds of credits:
Dollar credits — a flat dollar amount that can be applied to anything in Prospyr, similar to paying with cash on a payment page. These usually come from gift cards or account credits.
Service credits — credits tied to a specific service, or a small group of services (common with membership perks). In the wallet, you'll see exactly which services a credit can be applied to and how many uses remain.
How to redeem coupons at checkout
Pull up the patient's appointment from the schedule view.
Select Checkout ($) to bring up the invoice screen.
Select Apply Invoice Coupons.
Choose which credit(s) you want to apply to the invoice.
Complete the checkout as usual.
How to redeem wallet credits at checkout
Once on the Pay Now screen of an invoice.
Select Patient Wallet as the payment method.
Enter the amount the patient would like to pay from their wallet
Select Pay with Wallet.
If there is a remaining balance complete the checkout with another payment method.
Applying multiple credits to one invoice
If a patient is redeeming credits for more than one unit of the same service — for example, treating multiple areas with a neuro — you can apply more than one credit to a single invoice.
Important: To apply multiple credits, the quantity of the service on the invoice must match the number of credits being redeemed. For example, to redeem two package credits, the service quantity on the invoice must be set to 2.
Common issues
A patient's credit tag isn't showing up on their appointment.
Double-check that the credit hasn't already expired or been fully used — check the Transactions tab for the full history.I can't apply more than one credit to the invoice.
This almost always means the service quantity on the invoice is still set to 1. Update the quantity to match the number of credits you're redeeming, then try again.The invoice still shows a balance after applying credits.
This usually means the credit only covers part of the service cost (common with partial-value credits or promotions). The remaining balance will still need to be collected as payment.