Best Ways to Manage Gift Certificates in Noterro

Gift certificates may be purchased to allow loved ones to choose their own services and experiences. There are a couple of ways to manage gift certificates in Noterro.

Case One: Non-Patient Purchase for Non-Patient

1. Add a Product named Gift Certificate (Gear icon > Base Set Up > Products > Add New > New Category: Gift Certificates > Product Name and Price of Gift Certificate).
2. Create a New Patient profile: first name Miscellaneous, last name Account (You will use this account to sell all your gift certificates).
3. In the new Patient Profile, create a New Invoice (Billing tab> Add Invoice > Under Invoice Item type Gift Certificate > Quick Pay).
4. Print Invoice with the Gift Certificate and give it to the Non-Patient.

Case Two: Non-Patient Purchase for Existing Patient

1. Add a Product named Gift Certificate (Gear icon > Base Set Up > Products > Add New > New Category: Gift Certificates > Product Name and Price of Gift Certificate).
2. Create a New Patient profile: first name Miscellaneous, last name Account (You will use this account to sell all your Gift Certificates).
3. In the new Patient Profile, create a New Invoice (Billing tab> Add Invoice > Under Invoice Item type Gift Certificate > Quick Pay).
4. Print Invoice with the Gift Certificate and give to the Non-Patient.
5. When the Patient Redeems the Gift Certificate, apply the amount of the Gift Certificate to the Patient's account as a Credit. (To put credit on the account: click on the Patient's name > billing tab > Add Payment button > Gift Certificate and follow the steps).

Important Note: You could run a Product Report on Gift Certificates to see the total number of gift certificates sold in a set period. Then, you could run a Payment Method Report for that same period to see what was redeemed.