Questions About Gift Cards

Do I need to switch gift cards on?

No. The tools are already on the encounter, on the patient record, and under Gift Cards on the Admin page. There is no settings screen and nothing to enable.

Why did our revenue not go up when a card was redeemed?

Because it went up when the card was sold. Selling a $100 card records $100 of revenue that day; redeeming it later spends money you have already been paid. Counting it again would record the same $100 twice.

Is a redemption a payment or a discount?

Neither, strictly. It settles revenue already recorded when the card was bought. It is not a discount - nobody paid less - and not new money, because the money arrived earlier.

Who gets credited, the seller or the provider?

Selling a card is credited to the clinic. The provider is credited for the services they actually deliver when it is redeemed. Earlier versions credited the redemption against the treating provider, which understated their production; that was corrected in August 2026.

Can a card be spent in parts?

Yes. Take any amount up to the balance and the rest stays on the card. Balance After shows what will remain before you commit.

Can more money be added to an existing card?

Yes - use Sell / load a gift card with the existing Card UID and the amount to add.

Does a card have to be used by the person who bought it?

No. Record the Purchaser and Recipient where they differ, but the balance can be spent by whoever presents the card.

What if a card is lost?

Cancel it. Anyone holding the UID can spend the balance, so a card reported lost should be cancelled rather than monitored. Confirm who bought it first, and record the reason in the Note.

Do gift cards expire?

OfficePro does not expire them - a balance stays until spent or cancelled. Whether you may expire them is a matter of law where you practise, and in many places unredeemed balances cannot simply be written off. Ask your accountant before assuming an old card is yours to keep.

How do I see what we owe on unspent cards?

The Gift Cards section on the Admin page lists every card with its Balance and Status. Outstanding balances are money you hold and have not yet earned, so most practices treat the total as a liability.

A card was sold but never paid for.

Selling adds the card to a visit as a charge; it is only funded when that visit is settled. Find the originating encounter and take the payment, or cancel the card.