USER MANAGEMENT

PATIENTS

• ★ Reseting a Patient's Password
• Adding Emails to Sibling Accounts
• Searching for a Patient
• Adding a New Patient
• Connecting or Replacing a Patient's Rewards Card
• Updating a Patient's Information

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NEW PATIENT LEADS

• Understanding the Refer-A-Friend Process
• Helping a Referral become a Lead
• Adding and Converting a New Patient Lead

STAFF

• ★ Merging Staff and Staff-Patient Profiles
• ★ Awarding Points to Staff Members
• Creating a Staff Bio
• Resetting a Staff Member's Username and/or Password
• Adding, Editing, and Removing Staff Members
• Managing Email Notifications

HUB MANAGEMENT

CREATIVE WAYS TO USE YOUR HUB

• ★ Celebrating Birthdays in the Hub
• ★ Celebrating Holidays in the Hub!
• ★ Creating a Sweet Swap: Exchanging Candy for Points in the Hub
• ★ Donating to Charities with the Hub

CONTESTS

• ★ Multi-Contest Dashboard: Video Series
• Fulfilling a Contest
• Managing a Contest
• Scheduling a Contest
• Inviting Patients' Friends to Participate in Contests!
• Notifying Patients when a Contest Concludes

REVIEWS

• ★ Generating Reviews on Google and Yelp
• ★ Retrieving Your RSS Feed
• Managing your Reviews
• Posting Hub Reviews to your Facebook Timeline

SURVEYS

• ★ Building Spectacular Surveys: Example Questions
• Managing your Surveys

DOCUMENTS

• Managing Documents

WIDGETS

• Linking Facebook to Patient Rewards Hub
• Linking Instagram to Patient Rewards Hub
• Linking Twitter to Patient Rewards Hub
• Linking Pinterest to Patient Rewards Hub
• Understanding the Patient Rewards Hub Facebook Apps
• Rearranging your Facebook Page Apps and Sections

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SOCIAL MEDIA & MESSAGING

• Creating a Status Update
• Navigating Your Inbox
• Messaging Patients and Staff

ORDERS & SHOPPING LIST

• Viewing your Orders
• Fulfilling Orders

REWARD MENU

• Managing your Reward Menu
• Managing Group Permissions to Reward Items

PRIZES

• Managing Your Prizes
• Managing your Shopping List

APPOINTMENTS

• Managing Appointments as an Admin
• Creating and Confirming an Appointment
• Creating Recall Appointments

TASK TEMPLATES

• Managing Task Templates

TAGS, GROUPS, AND ACCESS CONTROL

• Managing Tags
• Managing Groups and Access Control

SOCIAL MEDIA MANAGER

• ★ Social Media Manager: Quick Start Guide
• Social Media Manager: Video Series
• Social Media Manager: Article Series
• Setting up your Social Networks
• Setting Up Posts for Contests
• Setting Up Posts for Reviews

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INTEGRATION

• Testing Your Dolphin Check-In Feature
• Managing your Integration with topsOrtho™
• Managing your Integration with Dolphin

ACCOUNT MANAGEMENT

REPORTS

• Utilizing the Reports Feature

PRACTICE INFO & LOCATIONS

• Updating Practice Information and Locations

BILLING INFO

• ★ Reordering Reward Cards
• Adding/Updating your Practice's Billing Info
• Viewing Past Invoices

TRAINING & TIPS

Get Training

• ★ Live Training Webinars
• On Demand Webinars
• Training Materials for Patient Rewards Hub

Tips & Tricks

• ★ Making the Most of the Hub: 10 Tips for Hub Success!
• ★ Disabling System Notifications Manually
• ★ Clearing your Browser's Temporary Data
• Introducing the Hub to your Dental Community
• Scripting Great Interactions: Staff Scripting Examples
• Administrating Well: Best Practices for Hub Admins

See all 17 articles

Integrations

• Integration with topsOrtho
• Setting Up: Hubsync File
• Setting Up: Hubsync Installation Requirements
• Setting Up: Status-to-Tag Syncing
• Linking to the Patient Rewards Hub

Exporting & Uploading Patient Reports

• Uploading a Patient Report into your Hub
• Exporting a Patient Report: Ortho2
• Exporting a Patient Report: Oasys
• Exporting a Patient Report: All Other Patient Management Systems

Release Notes

• ★ Team Points, Multi-Contests, and New Avatars!
• System Status Up
• Catch' em All Photo Contest
• New Patient Hubs Have Launched
• Social Media Manager

MOBILE ONLY FEATURES

MOBILE COMMUNICATION MANAGER

• Communication Manager: Video Series
• Creating a New Message
• Utilizing the Inbox, Sent, and Scheduled Folders
• Updating Your Settings and Templates
• Mobile Communication Manager Top 3 Tips for Templates + Examples You Can Use!

*BETA* Referral Manager

• *BETA* Launching your Refer-A-Friend Standard Campaign
• *BETA* Scheduling a Seasonal Campaign
• *BETA* Announcing Referral Campaigns with Social Media Manager
• *BETA* Updating Messages for Currently Running Campaigns
• *BETA* Following Up on Referrals
• *BETA* Analyzing Referral Shares and New Leads