Set Up Custom Points List

Use the Patient Reward Custom Point List editor to create a list of ways individual patients and subgroups of patients can earn points, such as attending your office open house, earning good grades at school, or volunteering in your community.

How to Get Here

Open Custom Points Editor - Home ribbon bar > Tools section > Editors > Patient Rewards > Custom Point List.  (You can also use the Search field to look for the editor you want to work with.)

Choose Your Settings

Create a New Custom Points Item - Click Add. Then enter a description of the action that earns the reward, and the default number of points associated with that action. The descriptions you enter here are the descriptions that will appear in the Manage Patient Points window; both you and the patient will be able to see these messages. (See "Manage Patient Reward Points" for details.)

Edit Custom Points Item - Select an existing Custom Points item column, and change the description and default point value as needed.

Delete Custom Points Item - Select the item to work with, and click Delete. This removes the action from your Custom Point List, but does not remove it from any patient records that have already received the points.

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.

More Information

Award Custom Points to Individual Patients - You manually award points from this table with the Patient Points tab of the Manage Patient Points option. Although the default point value appears when you select the action to award, you can enter a different point value for the patient as needed. See "Manage Patient Reward Points" for details.

Award Custom Points to Subgroups - Use the Assign Points to Subgroup feature to add custom reward points to groups of patient records. See "Award Reward Points to a Subgroup of Patients" for details.