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Set Up Prizes & Manage Inventory

Use the Patient Rewards Prizes editor to create a list of the prizes your patients can earn through your Patient Reward system. Each prize type includes a name, the number of points required to redeem the prize, the number you currently have on hand, and optionally an image of the reward. The History portion of the window lists the details about when each type of prize was given out. Patients will be able to browse and redeem prizes from your Patent Sign In station and your Practice Connect app.

How to Get Here

Home Ribbon Bar > Editors > Patient Rewards > Prizes. (You can also search for the editor you want to work with.)

Setup

Choose Record to Work With - Your list of existing records appears at the left. Click the record to work with. The details for that record appear at the right. Note that active records appear at the top of the list, while inactive records are listed at the bottom.

Create New Prize - Click to add a prize record. Then enter the prize name and other details, described below.

Edit Details - Select a prize record to work with. If you just created a new prize, it is selected automatically.

Save ChangesClick to Open 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.

Use This Feature

Review Prize History - Review the History section of the Prizes tab to review a summary of when individual prizes were redeemed. The history includes the date the prize was redeemed, the operator that processed the redemption, the number of points used, and name and id code of the patient that earned the prize. (You can view a more detailed history in the Prize Tracking window. See "Track Patient Reward Prizes" for details.)

Manage Inventory - When prizes are redeemed for patient points, the Quantity field of that prize type can optionally be reduced automatically. However, when you re-stock your inventory, you need to manually open the Prizes window and update the Quantity field. In addition, when a prize is no longer available, be sure to flag that prize type as Inactive so that patients do not try to redeem points for it.

Prize Selector - Patients can view the Prize Selector, review their point balance, and redeem their points for prizes as they use your Patient Sign-In station and your Practice Connect app, initiating the automated prize processing sequence. (See "Use the Patient Rewards Prize Selector" for details.)

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