Set Up Custom Points List

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.

How to Get Here

ViewPoint Main Menu - System Tables > System > Patient Reward Setup > Custom Point List.

 

Open the Patient Reward Setup system table.

Select the Custom Point List tab.

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ViewPoint Shortcut Menu - Patient Rewards > Setup > Custom Point List. (Or, press Alt+P on your keyboard to open the Patient Rewards menu options.)

 

Open the Setup option from the Patient Rewards shortcut menu item.

Select the Custom Point List tab.

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Choose Your Settings

Create a New Custom Points Item - Click Add. Then enter a description of the action that earns the reward, and the default number of points associated with that action. The descriptions you enter here are the descriptions that will appear in the Manage Patient Points window; note that both you and the patient will be able to see these messages. (See "Manage Patient Reward Points" for details.)

 

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Edit Custom Points Item - Select an existing Custom Points item column, and change the description and default point value as needed.

Delete Custom Points Item - Select the item to work with, and click Delete. This removes the action from your Custom Point List, but does not remove it from any patient records that have already received the points.

 

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Save your changes - Click Save at the bottom of the table window to save the changes you have made and exit the editing window. You can also click Apply to save your changes but keep the window option, or click Cancel to close the editing window without saving any new changes.

More Information

Award Custom Points to Individual Patients - You manually award points from this table with the Patient Points tab of the Manage Patient Points option. Note that although the default point value appears when you select the action to award, you can enter a different point value for the patient as needed. See "Manage Patient Reward Points" for details.

Award Custom Points to Subgroups - Use the Assign Points to Subgroup feature to add custom reward points to groups of patient records. See "Assign Reward Points to a Subgroup of Patients" for details.

• Set Up Patient Rewards
  • Set Up Patient Rewards Options
  • Set Up Prize Types
  • Set Up Reward Triggers
  • Set Up Custom Points List
  • Set Up Prize Selector on Sign-In Screen
  • Assign Points to Appointment Procedures
  • Assign Points to Treatment Chart Responses
  • Manage Patient Rewards Cards

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