Add Dollar Credit in the Patient Wallet

1. The user can add dollar credit in the patient wallet by accessing the Patient Profile through three entry points.
   1. From the EMR Board Tabs, select “Patients.’’
      
   2. From the EMR Panel, click on “Patients” under “EMR Board.’’
      
   3. From the Left Navigation, click on the “EMR Board” dropdown and select “Patients.”
      
2. To view a specific patient from the list, click the three dots under the action column and select "View Patient Profile," or simply click anywhere on the patient’s data.
   
3. On the Patient Profile, users can access a comprehensive summary of all patient details. To view the patient wallet, click on the ‘’Go to Billing’’ button in the top right corner of the screen.
   
4. Click the ‘’Wallet’’ tab to view the patient wallet.
   
5. To add dollar credit in the wallet, click on the ‘’Add’’ button next to it.
   
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. 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!