Gift Card Mgmt.
Honoring Our New Parents on Their Journey
Link to Document
Key Objectives
Keep an inventory of cards:Donated OR Purchased
Client or their Proxy drops by AC during specified hours to pick up one card per month. They are informed about this at the ADD call.
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Clients who have completed S/Moms, S/Dads. Plus Extra for L&D
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Inventory
Title
Who receives the cards?
Communication
Title
Distribution
What's in the P/S Box?
Write a brief description here
Title
Write a brief description here
How do the clients get the cards?
Write a brief description here
Inventory
Ready, Set Go!!!
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Monitor the number of cards in the P/S Card Box
Order from Walmart w/ P/S Credit Card
Include any donated $40 Walmart Cards to the P/S Card Box
Include
Monitor
Order
Add Gift Cards to the P/S Card Box
Add
PR Staff Tasks
Title
Write a brief description here
Communication
Notify P/S Coordinator when Clients are Given Final CardPC = In Ekyros Follow Up Note
NPC = By Email or Chat
Notify PR Staff when Clients are addedPC = In Ekyros Follow Up Note
NPC = By Email with Envelope Info
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
P/S Coordinator
PR Staff
Title
Title
Write a brief description here
Write a brief description here
Distribution
For Patient Clients
P/S Coordinator
Note in Client's Chart
Notify PR Staff
Monitor
Complete
Distribution
For Patient Clients
PR Staff
Set Follow Up Date
Set Follow Up Date
Final Card
Distribute Cards
Initial Connection
Track Client Activity
In Ekyros Track & Update Card Progress in Client's Chart
Make Notes
Distribution
For Non-Patient Clients
P/S Coordinator
- Client Name to be added
- # of Cards Due
- End Date for Cards
- Proxy Name
Notify PR Staff
Title
Use this side to give more information about a topic.
Subtitle
Distribution
For Non-Patient Clients
PR Staff
Track Client Activity
Distribute Cards
Final Card
Initial Contact
Set Follow Up Date
Set Follow Up Date
Text Reminder
Master- Gift Card Management
Doreen
Created on April 13, 2026
Start designing with a free template
Discover more than 1500 professional designs like these:
View
Essential Course
View
Practical Course
View
Basic Interactive Course
View
Course 3D Style
View
Minimal Course
View
Neodigital CPD Course
View
Laws and Regulations Course
Explore all templates
Transcript
Gift Card Mgmt.
Honoring Our New Parents on Their Journey
Link to Document
Key Objectives
Keep an inventory of cards:Donated OR Purchased
Client or their Proxy drops by AC during specified hours to pick up one card per month. They are informed about this at the ADD call.
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Clients who have completed S/Moms, S/Dads. Plus Extra for L&D
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Inventory
Title
Who receives the cards?
Communication
Title
Distribution
What's in the P/S Box?
Write a brief description here
Title
Write a brief description here
How do the clients get the cards?
Write a brief description here
Inventory
Ready, Set Go!!!
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Monitor the number of cards in the P/S Card Box
Order from Walmart w/ P/S Credit Card
Include any donated $40 Walmart Cards to the P/S Card Box
Include
Monitor
Order
Add Gift Cards to the P/S Card Box
Add
PR Staff Tasks
Title
Write a brief description here
Communication
Notify P/S Coordinator when Clients are Given Final CardPC = In Ekyros Follow Up Note NPC = By Email or Chat
Notify PR Staff when Clients are addedPC = In Ekyros Follow Up Note NPC = By Email with Envelope Info
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
P/S Coordinator
PR Staff
Title
Title
Write a brief description here
Write a brief description here
Distribution
For Patient Clients
P/S Coordinator
Note in Client's Chart
Notify PR Staff
Monitor
Complete
Distribution
For Patient Clients
PR Staff
Set Follow Up Date
Set Follow Up Date
Final Card
Distribute Cards
Initial Connection
Track Client Activity
In Ekyros Track & Update Card Progress in Client's Chart
Make Notes
Distribution
For Non-Patient Clients
P/S Coordinator
Notify PR Staff
Title
Use this side to give more information about a topic.
Subtitle
Distribution
For Non-Patient Clients
PR Staff
Track Client Activity
Distribute Cards
Final Card
Initial Contact
Set Follow Up Date
Set Follow Up Date
Text Reminder