Skip to main content

Manage free service redemption (Admin Panel)

Learn how free service offers redeem in the Patient App across Single Item, Include All, and Choose From modes so your team can support patients and troubleshoot redemption issues.

Overview

Free service discounts let patients redeem eligible treatments or products at no charge through rewards, special offers, and automated offers. Redemption happens in the Patient App without a checkout flow. The experience depends on which selection mode you configured when building the offer.

This article is for practice owners, managers, admins, and front-desk staff who need to understand what patients see at redemption time and how to verify offers are working. To create or edit free service configurations, see Manage free services for rewards and offers (Admin Panel).

Before You Start

  • Free service configurations are set up in the MedCommerce Engine section of the Admin Panel on Rewards, Special Offers, or Automated Offers.

  • Free services apply only through treatment groups on those offer types. They are not tied to membership benefits.

  • Private special offers do not support the Free Service discount type.

  • Patients redeem free services in the Patient App. Admins can also redeem on a patient’s behalf from Patients → patient profile → Services & Rewards.

Why It Matters

Understanding redemption behavior helps you:

  • Set patient expectations at the front desk when they redeem complimentary services in the app.

  • Troubleshoot “I can’t redeem” cases by knowing which selection mode and quantity rules apply.

  • Reduce admin workload because patients self-serve redemption without checkout.

  • Match configuration to experience so Single Item, Include All, and Choose From modes produce the outcome you intended.

How It Works

No checkout flow: Patients redeem free services directly in the Patient App. There is no purchase or payment step.

Three selection modes and what patients see:

  • Single Item — The patient sees the specific reward or offer with a Redeem this reward button. Quantity defaults to 1.

  • Include All — The patient sees every eligible service in the offer and can redeem them together.

  • Choose From — The patient opens a selection modal, picks services from your predefined list, and is limited by the quantity cap you set in Admin Panel.

After redemption: Patients see confirmation modals, scrollable reward options where applicable, and clear visibility into redeemed services in their wallet.

Membership exclusion: Free services are configured through treatment groups on rewards and offers. They are no longer available as membership benefit types.

Admin redemption: Front-desk staff can redeem free services on a patient’s behalf from the patient’s Wallet tab in the Admin Panel when in-office redemption is needed.

Step-by-Step Instructions

Verify a Single Item free service redemption

  1. Publish or confirm the offer uses Free Service with Single Item selection mode. See Manage free services for rewards and offers (Admin Panel) for setup steps.

  2. Open the Patient App as a test patient (or ask the patient to open their wallet).

  3. Locate the reward, special offer, or automated offer with the free service.

  4. Confirm the patient sees one specified service and a Redeem this reward button.

  5. Tap redeem and confirm the service moves to redeemed state with a congratulations modal.

Verify an Include All free service redemption

  1. Confirm the offer uses Include All selection mode with all intended services selected.

  2. Open the offer in the Patient App.

  3. Confirm every eligible service appears in the redemption list.

  4. Redeem and verify all included services redeem together.

Verify a Choose From free service redemption

  1. Confirm the offer uses Choose From mode with the correct quantity limit and eligible service list.

  2. Open the offer in the Patient App.

  3. Confirm the selection modal appears with the eligible services.

  4. Select up to the configured quantity and complete redemption.

  5. Verify only the selected services redeem and the quantity cap is enforced.

Redeem on a patient’s behalf (Admin Panel)

  1. Log in to the Admin Panel.

  2. Click Patients in the left-side navigation and open the patient’s profile.

  3. Click Services & Rewards.

  4. Locate the free service reward, special offer, or automated offer.

  5. Click Redeem and confirm.

See View and redeem a patient’s services and rewards (Admin Panel) for full admin redemption and undo rules.

Best Practices and Pro Tips

  • Test every mode before launch. Redeem each free service configuration as a test patient to confirm the correct UI appears for Single Item, Include All, and Choose From.

  • Set quantity caps in Choose From mode. Without a limit, patients may select more services than you intended to give away.

  • Use Single Item for the simplest experience. It defaults to quantity 1 and produces the clearest redemption path.

  • Train front desk on no-checkout redemption. Patients may expect to pay or check out; free services redeem directly from the wallet.

  • Link configuration changes to patient communication. When you change eligible services on a live offer, patients mid-redemption may see unexpected options. Archive and recreate significant changes per Manage free services for rewards and offers (Admin Panel).

Common Mistakes and FAQs

Q: Where do I configure free service selection modes?

A: In the Admin Panel when you create or edit a reward, special offer, or automated offer with the Free Service discount type. See Manage free services for rewards and offers (Admin Panel).

Q: Do patients pay or check out when redeeming a free service?

A: No. Free services redeem without a checkout process in the Patient App.

Q: What is the difference between Single Item, Include All, and Choose From at redemption time?

A: Single Item shows one service with a single redeem button. Include All lists every included service for bundled redemption. Choose From opens a modal where the patient picks from your list up to the quantity limit.

Q: Can free services be tied to membership benefits?

A: No. Free services are available through treatment groups on rewards and offers only.

Q: Can I use free services on private special offers?

A: No. Private offers do not support the Free Service discount type.

Q: Can admins redeem free services for a patient in the office?

A: Yes. Use Patients → patient profile → Services & RewardsRedeem.

Next Steps and Support

Need help? Email support@repeatmd.com.

Did this answer your question?