Use Action Rewards to award points to patients for completing specific actions. Rewards can be applied automatically by the system or manually with verification, allowing flexible patient engagement and tracking.
Step 1: Go to Settings > Payments > Rewards > Reward Types.
Step 2: Scroll down to Action Rewards and click Add.
Step 3: Choose whether you are giving points Automatically or Manually.
Step 4: If you are giving a Manual Reward, enter the amount of points, a description, and confirmation message. The patient will see the description and confirmation message in their patient portal.
Step 5: Once the patient receives the prompt or question in their Patient Portal, they will enter a response and click Complete.
Step 6: Then, a team member can review the reward request in the Admin Portal. The request will appear in the Approve Rewards section.
Step 7: If you choose an Automatic Reward, points will be awarded automatically when a specific action happens in the system.
Step 8: When setting up the First Visit Completed Action Reward, choose an Accumulate option. This setting is only available for the First Visit Completed reward and determines what happens when a patient qualifies for both a First Visit Reward and a Referral Reward.
Choose how points should be awarded when a patient qualifies for both a First Visit Reward and a Referral Reward:
Yes
The patient receives all rewards they qualify for.
Example:
First Visit Reward = 50 points
Referral Reward = 100 points
Patient receives 150 points total
No
The patient receives only the First Visit Reward.
Example:
First Visit Reward = 50 points
Referral Reward = 100 points
Patient receives 50 points total
Best Option
The patient receives only the reward with the highest point value.
Example:
First Visit Reward = 50 points
Referral Reward = 100 points
Patient receives 100 points total
Important: Referral Rewards automatically stack with Consumption Rewards, Manual Action Rewards, and other Automatic Action Rewards. The First Visit Completed reward is the only reward with special stacking behavior when paired with a Referral Reward.
Additional Information 💡
Types of Manual Rewards: Manual Rewards require team member approval in the Admin Portal before points are awarded.
Followed on Social Media
Patients confirm through the Patient Portal that they followed your social media account.Attended an Event
Patients confirm through the Patient Portal that they attended the event.Other
Create a custom manual reward for additional patient actions.
Types of Automatic Rewards: Automatic Rewards are automatically given when a specific action happens in the system.
Media Consent
Automatically awards points when a patient gives full media consent.First Visit Completed
Automatically awards points when a patient’s first invoice is fully paid.