Occasionally we want to send our patients gift cards for special occasions and celebrations. What steps do I take in Legwork to complete this task?
- Click on the 'Patient Tab.'
- Search the patient by name.
- Once you see their name populate, click their name (Patient name should show in Patient Details.)
- In the top right corner, click the 'envelope' icon.
- Under 'Text Cover,' where it says Thank you, you can edit to add custom text.
- Under the 'Text body,' you edit to add a custom note.
- Then scroll down to the bottom. Click the 'select a gift' drop-down, under 'gift', and select the gift you want to send.
- Once you select a gift, the 'Gift Amount' drop-down will populate, and you can choose the amount.
- To send at a later date, you can click delivery date to select a future send time.
- Then click Send Postal.
- Confirm postal quantity, click yes.
- Your postcard fees will be added to your monthly invoice.
- There are additional fees aside from the gift amount for each postal sent.
- Processing fee: $1.95 ea.
- 5x7 postcard 1.25 ea.