Set Up Patient Rewards Options

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

How to Get Here

ViewPoint Shortcut Menu - Patient Rewards > Setup > Setup. (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 Setup tab.

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ViewPoint Main Menu - System Tables > System > Patient Reward Setup > Setup.

 

Open the Patient Reward Setup system table.

Select the Setup tab.

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Choose Your Settings

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.

 

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Set Up Email 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.

 

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Operators to Message - Use drag & drop to add / remove users that you want to notify with VP 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 "Use the Patient Rewards Prize Selector" for details.

 

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Save 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.

• 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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