Wellness Cards

Sell a new wellness card

Create a prepaid card for a patient who already exists in the system.

1. Make sure you're on the Wellness Cards tab.
2. Click the New Wellness Card button in the top-right corner.
3. In the Purchase Wellness Card dialog, open the Patient dropdown (Select patient...) and choose the patient.
4. Review the summary box showing Therapies included: 10, Price: $500, and Value per therapy: $50 (these are fixed and read-only).
5. Click Purchase Card to complete the sale, or Cancel to back out.
6. A green Success toast reads "Wellness card purchased for [patient name]" and the new card appears under that patient.

💡 Tip: Every card is the same fixed package: 10 therapies for $500 — you can't change the count or price. If you click Purchase Card without choosing a patient, you'll get an error toast: "Please select a patient".

Search for a patient's cards

1. On the Wellness Cards tab, click into the Search patient... box.
2. Type part of the patient's name — the list filters instantly and the results count on the right updates.
3. To clear your search, click the X inside the search box, or click the Clear filters button that appears.

View a patient's cards and balances

1. On the Wellness Cards tab, find the patient in the list (use search if needed).
2. Click the patient's row to expand it.
3. Review the table: Purchase Date, Therapies (remaining / total, e.g. "7 / 10"), Value (remaining dollar value), and Status (a badge such as "active" or "depleted").

💡 Tip: Status is set automatically — "active" while therapies remain, "depleted" once they're all used. There is no manual edit or delete here.

Show or hide depleted cards

Control whether used-up cards appear in the list.

1. Find the Hide depleted toggle in the top-right of the Wellness Card Management card.
2. Leave it on (the default) to show only active cards that still have therapies left. The number in parentheses tells you how many depleted cards are hidden.
3. Turn it off to also show cards that are depleted or expired.

💡 Tip: This toggle and the search box only change what's shown, not the underlying data.

View a card's usage history

1. Expand the patient's row to see their cards.
2. In the Actions column of the card you want, click History.
3. The Usage History dialog opens, showing the patient name and purchase date, and lists each redemption with the columns Date, Therapy, Commission, and Practitioner.
4. If the card has never been used, you'll see "No usage history yet". Close the dialog when finished.

💡 Tip: When no practitioner is attributed to a redemption, its commission shows as "House Account" in the History table.

Redeem a therapy from a card

Redeeming a session is not done on this page — it happens during checkout of a therapy appointment.

1. Go to Checkout (or check out the appointment from the Schedule) for a patient who has an active card and a therapy service.
2. In the checkout dialog, a Wellness Card section appears with the note "Patient has wellness cards available."
3. Choose the card to use, or choose Pay without wellness card to skip it.
4. With a card selected, you'll see "Therapy will be deducted from wellness card" plus "Value: $50 | Commission: 20% to recommending practitioner".
5. Complete the checkout. One therapy is deducted and the visit appears in that card's History back on the Wellness Cards page.

💡 Tip: The Wellness Card selector appears only for therapy services and only when the patient has an active card. A card covers the therapy cost only — any products in the same checkout are paid separately.

Review clinic-wide liability

See the clinic's total outstanding wellness-card balance on the Management tab.

1. Click the Management tab.
2. Review the three summary tiles: Active Cards (total outstanding), Therapies Outstanding (unredeemed sessions), and Total Liability (value of unredeemed therapies).
3. Below the tiles, the Liability by Patient table breaks the balance down per patient with Patient, Cards, Therapies, and Value columns (sorted highest value first).
4. If nothing is outstanding, you'll see "No outstanding balances".

💡 Tip: This page has no export or download button — there's no built-in way to download the card list or liability report.