Set Up Patient Reward 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.

Choose Your Settings

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

   

2. Create or Edit a Prize - Select an existing prize to work with, or create a new prize.

   Select Existing Record - Your list of existing records appears at the left. Click the record to work with, then review and edit the details at the right. 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.

   

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

   

   Name - Enter a description of the prize. The name appears in the Prize Selector that patients see when they are browsing for prizes.

   Description - Enter a detailed description of the prize. This description appears in the tooltip when this prize is highlighted in the Prize Selector.

   Point Value - Enter the default number of points a patient must redeem to obtain this prize. (You can enter a different point value when an individual patient chooses this prize, if needed.)

   Enable Inventory Tracking - Enable this option if you want the Patient Rewards system to automatically decrease the number of prizes in your inventory whenever this prize is processed for a patient. If this option is disabled, you must track inventory of this prize manually. You might disable this option, for example, for gift cards and other items that don't require in-office inventory. This option must be enabled if you want to omit it from the Prize Selector when it is out of stock (when the inventory is zero).

   Quantity - Enter the number of this type of prize that you currently have in your inventory. When a patient redeems points for this prize, the value can optionally decrease automatically (as described above). Remember, however, that when you restock this prize, you will need to update the quantity field manually.

   Pending Requests - This field indicates the number of pending patient requests for this prize, to help you decide whether re-stocking the item is necessary. (See "Manage Pending Prizes" for details.)

   Info. Fields - Use the two Info. Fields to track additional information about the prize, such as where you purchase the items, or how much they cost.

   Inactive / Active Toggle - Once you create a record, you cannot delete it. You can, however, flag it Inactive. Records you flag as Inactive are not available for general use, but they remain in your system for reporting and other data collection needs. In addition, you can toggle records back to Active whenever needed. Any prizes that have already been redeemed will remain in your patient records. Your prize list shows active records at the top, and inactive records below.

   Image - (Optional.) Drag a picture of the prize onto the photo box, or click the box to browse for a picture file you have stored on your computer. This image appears in the Prize Selector that patients see when they are browsing for prizes.

4. 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.

   

Use This Feature

Review Prize History - Review the History section of the Prizes window 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 "Patient Rewards Prize Selector" for details.)