Add Dollar Credit to the Patient Wallet

1. The user can add dollar credit in the patient wallet by accessing the Patients List Screen, via two entry points.
   1. From the EMR Board Tabs, select “Patients.’’
      
   2. From the Left Navigation, click on the “EMR Board” dropdown menu and select “Patients.” Alternatively, you can type “Patients” into the search bar in the Left Navigation.
2. To access a patient’s wallet, click the three dots in the Action column for that patient and select "Go to Billing."
   Note: Alternatively, access the patient wallet through the patient profile. Click the three dots in the patient column and select “View Patient Profile.” On the Patient Information screen, you can view patient details and access the wallet by clicking “Go to Billing” under Quick Actions in the bottom-left corner. For more information, refer to the article “Go to Patient’s Billing.”
3. A list of all locations with outstanding bills for this patient will be displayed. Click “Go to Billing” for the location you want to access.Note: The location list will be displayed only if the patient has had bookings at more than one Med SPA location. 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 “Go to Billing” button located in the Over The Counter section.
4. You will see a list of bookings associated with the patient. Click the “Go to Billing” button next to the booking for which the patient wishes to make a payment.
   
5. To add dollar credit, navigate to the Wallet section and click on the ‘’Add’’ button next to Dollar Credit.
   Note: The patient’s wallet can also be accessed via the “Wallet” tab on the Patient Information Screen. Click “Remove” to remove the dollar credit from the patient wallet.
6. 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!