How To Utilize Gift Cards/Certificates/Coupons Within Your Database

Getting Started:

Step 1: Create a CPT code named "Gift Certificate, Gift Card or Coupon" within your existing button structure and tie it to your Price List.

If you offer several different amounts available for patients to purchase, you will want to create a CPT code indicating the denominations within the CPT code description.

For a full walk through on creating a new CPT code, click HERE

For a full walk through on tying your new CPT code to your existing price list, click HERE

Step 2: Create a Write off reason within Admin -> List Manager -> Write Off Reasons that states "Gift Certificate, Gift Card/Coupon"

Gift Card/Certificate Utilization

When the the person comes in to use the gift certificate, you will schedule them and apply the appropriate charges for their visit.

Then you will utilize the Gift Certificate, Gift Card or Coupon Write off reason to indicate the charge has been resolved. To See how a write off is applied click HERE.

Then you can run the Write Off Report to see how many times the "Gift Certificate, Gift Card or Coupons" Reason was used and run the CPT Stat report to see how many Gift Certificates were sold/Utilized.

Anyone coming into the office to use a Gift Certificate will need to be added to the software. This allows you to market to potential patients as well based on how they were referred.

There will not be a way to track Gift Certificate Utilization if you do not follow these steps.

-  Support Information -

 If you have any questions or need assistance with this process please contact 

Support by:

Live chat: Click the 'Support Portal' button in your main toolbar (on left-hand side) within Katana, then click the green 'Support' box in bottom right of screen.***This has the fastest response time***

Phone: [phone]

Email: [e-mail]

Business hours: Monday-Friday, 8:00am-6:00pm CST