Set Up Patient Rewards Options

Use the Patient Rewards Setup editor to edit the name of your Patient Reward system, and manage the pending prize notification feature.

Choose Your Settings

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

   

2. Enable / Disable Patient Rewards - Use this option to activate or deactivate the Patient Reward features in Edge Cloud.

   

3. Patient Rewards Points Label - Use this field to enter a name for your Patient Reward system. This is the label that will print on appointment cards, and is what patients will see when they receive point notifications and use the Prize Selector to review their point balance and redeem points for prizes.

   

4. Email for Notification - Use this field to enter the email address to use to send a message whenever a patient requests a prize. This feature notifies you immediately when a prize has been requested, giving you an opportunity to prepare and process the prize while the patient is still in your office. To email multiple people, type a semicolon ( ; ) between each address.

   

5. Operators to Message - Use drag and drop to add / remove users that you want to notify with  Messaging whenever a patient chooses a prize from the Prize Selector. The resulting message includes a link that automatically opens that patient's Manage Patient Points window, so you can process the prize immediately. See "Patient Rewards Prize Selector" for details.

   

6. 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.