Overview
When a patient or staff member questions a charge, discount, or promo code, you need a clear audit trail. Use the Shop Summary report to verify whether a payment processed successfully and to see discounts and promo codes applied at checkout. Use the Redemptions report to review reward and offer redemptions tied to the patient.
This article is for practice owners, managers, and admins who investigate billing questions and promotion usage.
Before You Start
You need access to Reports in the Admin Panel.
Open Shop Summary and Redemptions from the Reports section of the left-side navigation.
Have the patient’s name, phone number, or email ready for filtering.
For a single-patient view with profile context, you can also use Order History on the patient’s profile under Patients.
Why It Matters
Payment and discount questions are common at the front desk. Clear verification helps you:
Confirm whether a charge succeeded before redeeming services or issuing refunds.
Explain totals by showing list price, discounts, RepeatCash, and fees.
Trace promo codes and membership discounts applied at checkout.
Connect purchases to redemptions when a patient asks about an offer or reward.
Reduce back-and-forth with support by checking reports first.
How It Works
Shop Summary for payments: If a transaction appears in Shop Summary for the patient and date in question, the payment processed successfully through RepeatMD. The Transactions table shows list price, discount amount, promo codes, RepeatCash used, payment method, and disbursement details.
Shop Summary for discounts: Discount and promo code columns on each transaction row show how much was taken off and which code applied (membership discount, promotional code, etc.).
Redemptions report for reward and offer activity: The Redemptions report lists when a patient redeemed services, offers, rewards, membership treatments, or in-store promotions. Use it alongside Shop Summary when the question is about redemption rather than payment.
Patient profile Order History: For conversational troubleshooting at the front desk, Order History on the patient profile shows the same purchase in profile context. See View patient order history (Admin Panel).
When data looks wrong: If report data does not match expectations after verifying filters and date ranges, contact support@repeatmd.com with the Order ID from Shop Summary.
Step-by-Step Instructions
Verify a patient’s payment in Shop Summary
Log in to the Admin Panel.
Click Shop Summary in the Reports section of the left-side navigation.
Set the Transaction date filter to include the purchase date.
Filter by the patient’s full name, phone number, or email.
Locate the transaction in the Transactions table.
If the transaction appears, the payment processed successfully. Review list price, payment method, fees, and disbursement details.
Investigate discounts and promo codes in Shop Summary
In Shop Summary, find the patient’s transaction using the steps above.
Review the Discount column for the amount applied (membership or promotional discount).
Review the Promo codes filter or column for the specific code used, if any.
Check RepeatCash used if the patient applied wallet credit at checkout.
Scroll to Transaction details for line-item breakdown.
Investigate redemptions in the Redemptions report
Click Redemptions in the Reports section of the left-side navigation.
Set the Redemption date filter to the relevant period.
Filter by the patient’s full name or phone number.
Review redemption Category (type) and Subcategory (name) for each row.
Cross-reference with the original transaction in Shop Summary if the question spans purchase and redemption.
Best Practices and Pro Tips
Start with Shop Summary for payment questions and Redemptions for usage questions — using the wrong report slows investigation.
Always set the date filter first. Default ranges (365 days for Shop Summary, 30 days for Redemptions) may hide older transactions.
Copy the Order ID when escalating to support or when matching Transaction details line items.
Check disputes before refunding. Active chargebacks lock refunds. See View and understand disputed payments (Admin Panel).
Use patient Order History when the patient is in front of you and you want profile-context detail without switching reports.
Common Mistakes and FAQs
Q: If a transaction doesn’t appear in Shop Summary, did the payment fail?
A: Usually, yes — or the purchase falls outside your date filter, used different patient contact info, or was not an in-app RepeatMD transaction. Widen the Transaction date range and try phone or email filters before concluding failure.
Q: Where do I see which promo code was used?
A: In Shop Summary, on the transaction row and via the Promo codes filter. Membership discounts appear in the Discount column without necessarily showing a promo code string.
Q: What’s the difference between Shop Summary and Redemptions for discounts?
A: Shop Summary shows discounts applied at checkout on paid transactions. Redemptions shows when a patient redeemed an offer, reward, or benefit — including redemptions that may not map to a new charge.
Q: Can I verify Affirm payments the same way?
A: Yes. Filter Shop Summary by patient and confirm the transaction with Affirm as the payment method. See Manage Affirm payments and transactions (Admin Panel).
Q: Does Order History show the same information as Shop Summary?
A: Order History shows purchase detail for a single patient in their profile. Shop Summary adds practice-wide filtering, disbursement dates, and export options.
Q: What if the discount amount looks wrong?
A: Confirm whether a membership discount, automated offer, manual promo code, or RepeatCash stacked on the order. Capture the Order ID and contact support@repeatmd.com if amounts still don’t match expectations.
Next Steps and Support
Need help? Email support@repeatmd.com