Manage Patient Reward Cards

Use the Reward Cards tab of the Patient Rewards Management window to register patient reward cards for your patients. Once registered, the card can be used to sign a patient into your office, select prizes during patient sign-in, and open the patient folder.

Get Started

Purchase Patient Reward Cards - Contact Quality Resource Group (QRG) to order patient reward cards, personalized for your office. (Please contact Ortho2 if you need details about ordering from QRG.)

Obtain Swiper - You can use patient reward cards with any unencrypted keyboard emulation swiper, such as the one you use to process credit and debit card payments. Please contact Ortho2 for details about obtaining a swiper.

How to Get Here

Open Reward Cards Window - You can open this feature in multiple ways: Use the method that's most convenient for you.

Patient Ribbon Bar - Patient Rewards > Reward Cards. (An Edge Cloud patient folder must be open for the Patient ribbon bar to be available.)

Home Ribbon Bar - Tools Section > Other Tools > Patient Reward Management > Reward Cards. If a patient record is already active, that patient's information will be loaded automatically. Otherwise, you use Fast Find (either typing information or swiping a registered reward card) to search for the patient to work with.

Scheduler Ribbon Bar - Actions > Patient Rewards > Reward Cards. If a patient record is already active, that patient's information will be loaded automatically. Otherwise, you use Fast Find (either typing information or swiping a registered reward card) to search for the patient to work with.

Choose Your Settings

Register a Reward Card - Click Associate Card. Then swipe a new patient reward card. That card is now registered to the patient. You can enter a description of the card, such as the patient's nickname, if desired. The Reward Cards tab includes a check mark when the patient has an active card,

Inactivate a Reward Card - Select the reward card record, then click Inactivate Card. The card can then no longer be used to access patient information, but all reward points remain in the patient's record.

Browse for Another Patient - Click Browse at the bottom of the window to open Fast Find so that you can work with another patient's reward points.

Save Your Changes - Click Save to save the changes you have made and close the editing window.

Use This Feature

Patient Sign In - Patient can swipe their reward card at your sign-in station to sign in for their appointments, and to redeem points for prizes. See "Patient Sign-In" for details.

Locate Patient Record - You can swipe a patient reward card at any Fast Find prompt to open that patient's record. You might do this, for example, at the Manage Patient Points window to show a patient the balance of their reward points, or when you want to quickly access the patient record to post a payment or schedule the next appointment. See "Open Patient Folders with Fast Find" for details.

Identify Lost Card - You can identify the owner of a lost patient reward card by swiping the card at any Fast Find prompt, and noting the patient record that it opens.

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