The Rewards dashboard lets you manage, customize, and approve patient rewards for referrals, actions, and purchases.
Step 1: Go to Settings, Payments, and Rewards.
Step 2: In the Approve Rewards section, check for any manually assigned action rewards that need your approval. Manual rewards are given for tasks such as following your practice’s social media.
Step 3: In the Reward Types section, choose from three options: Referral Rewards, Consumption Rewards, and Action Rewards.
Step 4:In Settings, toggle the option on to automatically enroll new patients. You can also choose Enroll All Patients to enroll all current active patients.
Step 5: In Settings, you can add your own terms and conditions for the rewards program.
Step 10: In the Redemption Options section, configure how patients redeem points by setting point-to-dollar values or creating coupon-based rewards.