Assign Patient Reward Points to Appointment Procedures

Use the Procedure editor to maintain your list of patient appointment procedures. You can link Workflows to your procedures, which trigger tasks such as printing letters or applying miscellaneous charges when an event occurs for certain procedures, and classify procedures for calculations used by your practice statistical analysis reports and graphs.

How to Get Here

Home Ribbon Bar - Tools Section > Editors > Scheduling > Procedures. (You can also search for the editor you want to work with.)

 

Click Editors from the Tools section of the Home ribbon bar.

Select Scheduling in the list at the left, and choose the Procedures option.

---

Setup

Choose Procedure to Work With - Your list of existing procedures appears at the left. Click the record to work with. The details for that procedure appear at the right.

 

---

Assign Reward Points - Use the Reward Points section of your Procedures editor to assign the number of points to apply or deduct from a patient's point total when an appointment procedure is processed as kept or missed.

 

---

Save Changes Click Save in your Quick Access toolbar or File ribbon bar (or press Ctrl+S on your keyboard) to save any changes you have made.

• Set Up Patient Rewards
  • Set Up Patient Rewards Options
  • Set Up Prize Types
  • Set Up Reward Triggers
  • Set Up Custom Points List
  • Set Up Prize Selector on Sign-In Screen
  • Assign Points to Appointment Procedures
  • Assign Points to Treatment Chart Responses
  • Manage Patient Rewards Cards

Open topic with navigation