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Assign Reward Points to a Subgroup of Patients

Use the Assign Points to Subgroup feature to add custom reward points to groups of patient records.

Get Started

Create Custom Points Table - Use the Custom Point List tab of the Patient Rewards Setup table 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.See "Set Up Custom Points List" for details.

How to Get Here

ViewPoint Shortcut Menu - Patient Rewards > Assign Points to Subgroup. (Or, press Alt+P on your keyboard to open the Patient Rewards menu options.)

Use This Feature

Choose the Subgroup - You can choose an existing subgroup for the reward points, or create a new subgroup to use. (See "Create & Manage Subgroups" for details.) Then, click Ok to continue.

Choose Reward Description and Points - Select the description to use from your Custom Points table, or type a new description for the award. You can change the point value to assign, if needed.

Assign Points - Review the list of patients that will receive the points, and click Assign Reward Points. The number of points you have entered are immediately added to each record.

More Information

Review Patient Reward Ledger - Review the Point Ledger section of the Patient Points window to view the details of reward points that have been rewarded and deducted from individual patient records, as well as prizes that have been redeemed. If an item has been entered in error, click the item in the ledger, then click Delete item to remove it from the record. See "Manage Patient Reward Points" for details.