Assign Patient Reward Points to Appointment Procedures

Use the Reward Points section of your Procedures editor to assign the number of points to apply or deduct from a patient's point total when an appointment is processed as kept or missed.

1. Open Procedures Editor - Select Editors from the Tools section of the Home ribbon bar. Then from the Scheduling section, open the Procedures editor. (You can also use the Search field to look for the editor you want to work with.)

   

2. Choose Procedure - You can use the New section of the window to create a new procedure, or use the list at the left to select an existing procedure to work with.

   

3. Reward Points - (Scheduler appointments only. Not available for Recall appointments.) Use the Reward Points section of the Procedures editor to enter the number of reward points a patient earns or loses when the appointment procedure is processed. Enter positive numbers to apply points, and negative numbers to deduct points from the patient's reward point total. For example, you might award 5 points when a patient keeps an adjustment visit, and deduct 5 points when an adjustment visit is missed.

   

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.