Edit eGift Card Balance & Expiration
Change an existing eGift card balance when needed or extend/shorten an eGift card's expiration date.
Confirm or Grant User Privileges First
1. If you are unable to begin this process, you may not have your privileges enabled. Likewise, if you'd like others to be able to do this, ensure they have the ability by checking their privileges.
Head to Settings, and navigate to the Teammates section. Locate the person you would like to edit eGift cards and click Edit.
2. Click Manage Privileges
3. Under the Patients Management heading, you will see an option for Edit eGift Card Balances. Click that option to enable and hit Save.
Edit eGift Card Balances
4. To edit eGift Cards, navigate to Business Insights
5. Click eGift Cards Revenue
6. Locate the eGift Card you'd like to edit and click Edit Balance
7. Enter the new balance
8. Add a Reason for Adjustment to explain the change
9. Click Save
Editing eGift Card Expiration Dates
10. Navigate to the eGift care you'd like to edit and click Expire Card
11. Click the calendar icon to open the calendar
12. Select your new expiration date
13. Add a Reason for Adjustment to explain the change
14. Click Save
View Edit History
15. Navigate to the Client who's history you'd like to view, and click View History
16. The eGift Card history will show:
- Who made the change
- The date of the change
- The type of change
- The actual change that was made
- The Reason for Adjustment for any changes that were made
