Click the Self Help button to use the Cash Practice® walkthrough when logged into your account.

Loading a gift card is quick and easy, and so is collecting the payment. This article outlines how to load Gift Cards using a Credit Card. If you are looking for instructions on how to load Gift Cards with Cash or for promotional purposes, please see the linked articles below:


Getting Started:

Step 1: From the top right of the menu, click on the [Gift Card] icon.

Step 2: Select the [Load Gift Card] button.

Step 3: Select [Virtual Terminal], enter the [Amount], then swipe the Gift Card through a Cash Practice® USB card reader. 

*Note: Must have pop-up blockers turned OFF or allow pop-ups from for this feature to function properly. Click HERE for more information. 


Step 4: Once swiped, the screen will reload to show the current value of the card, the amount being added, and new balance once loaded. 

  • Patient account: Attach the patient, or add a new patient by selecting the [Add New Patient] button to the right.
  • Billing Type: Credit keyed, Swiped, or EMV if applicable. 
    • Credit Keyed: Choose the Billing Options and select a saved card on file or choose [NEW-CREDIT KEYED]. 
    • Swiped: Check the box (optional) to save the swiped card as the Patient's default billing. 
    • EMV: Check the box (optional) to save the swiped card as the Patient's default billing. 
    • Cash: This is to be used when the patient hands you cash over the counter for the gift card. It's very important that you have strong procedures in place as to how your office collects, records and tracks cash. 

Once finished, select the [Next Step] button at the bottom of the page.

Step 5: Depending on the Billing Type you've chosen in the last step, this step will vary slightly

  • Credit Keyed: Either key enter new billing address and card info, or confirm pre-loaded information and select [Submit Transaction].
  • Swiped: Simply swipe the card, and a receipt of payment made and gift card balance will appear on the screen.
  • EMV: Follow the instructions HERE starting from steps 3-5.

Step 6: A receipt will be produced on your screen displaying the amount paid, and the current balance on the gift card. Click on the logo at the top of the receipt to print. 



If you are unable to access or use the Gift Cards feature, please contact your account administrator to request permission. Instructions on how to locate and edit permissions are HERE. Make sure to click over to the Auto-Debit System® section to locate the Gift Cards permissions.