Understanding Terminologies
- Dollar Credit
Dollar credit is a monetary value added to a patient’s account as part of a rewards or payment system, which can be used for future services or product purchases.
- Patient Wallet
The patient wallet is a digital account within the EMR system that stores a patient’s available dollar credits, allowing them to use the balance for payments, rewards, or discounts on services and products.
Add Dollar Credit to the Patient Wallet
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The user can add dollar credit in the patient wallet by accessing the Patients List Screen. From the EMR Board Tabs, select “Patients.’’
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To access a patient’s wallet, click the three dots in the Action column for that patient and select "Go to Billing."
NoteThere are multiple ways to access the patient wallet. For more information, refer to the article "Go to Patient's Billing."
If a patient or walk-in customer wishes to purchase over-the-counter (OTC) products, such as skincare items or wellness supplements that do not require a prescription, click the “Continue to Billing” button located in the Over The Counter section. -
You will see a list of bookings associated with the patient. Click the “Collect Payment” button next to the booking for which the patient wishes to make a payment.
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To add dollar credit, navigate to the Wallet section and click on the ‘’Add’’ button next to Dollar Credit.
NoteThe patient’s wallet can also be accessed from the side panel on the Patient Information Screen. Click “Remove” to remove the dollar credit from the patient wallet. -
Enter the dollar credit Amount and Reason, then click "Submit" to complete the process.
Note''Amount'' is the monetary value of the dollar credit added or deducted in a transaction. ''Reason'' is the justification or purpose for the transaction, such as a promotional reward, refund, or manual adjustment. All other credit types can be added to the patient wallet using the same process.
To learn how to redeem items and dollar credit from the wallet, refer to the "How to Redeem Items in the Patient Wallet?" user guide. The added dollar credit appears in the reward ledgers. To learn more, refer to the "View Reward Ledgers" user guide.
The dollar credit has been added successfully!
You’re all set
That’s every step of “How to Add Dollar Credit to the Patient Wallet?”. Up next: How to Redeem Items from the Patient Wallet?.