Assign Patient Reward Points to Appointment Procedures

Use the Reward Points section of the  Appointment Type / Procedure 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 Appointment Type / Procedure Editor - Select Editors from the Tools section of the Home ribbon bar. Then, from the Scheduling section, open the Appointment Type / Procedure 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 appointment type / procedure, or use the list at the left to select an existing appointment type / procedure to work with.

   

3. Reward Points - (Scheduler appointments only. Not available for Recall appointments.) Use the Reward Points section of the Appointment Type / Procedure 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.