Dolphin Management Integration

Customer Success Advisor
Customer Success Advisor
  • Updated
Welcome to the guide for setting up your Dolphin integration with the Patient Rewards Hub. This integration allows you to seamlessly import patient records to create Hub profiles and keep their statuses up to date. Follow the steps below to get started!

 

Prerequisites:

  • Admin rights in Patient Rewards Hub
  • Access to Anywhere Dolphin

Settings

In the Hub, go to Settings ⚙️>Integrations>Dolphin.

 

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Approve the integration in AnywhereDolphin

 

Click Connect to get started. 

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To approve your integration and get the required information to connect, navigate to: anywheredolphin.com > Account > Ocean Server and Partner Integration Settings > Manage Partner Integrations.

Follow these steps:

Contact Info: If prompted, fill out and submit your contact info.

 

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Patient Rewards Hub: Navigate down to Patient Rewards Hub and click on HubSync

 

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Approve: Review, initial, and agree to the integration access.

 

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Endpoint ID: Copy the Endpoint ID from the top of the Integrations page.

 

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Once all steps are completed inside of Anywhere Dolphin, navigate back to the Hub to paste the endpoint and click Connect.

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The initial sync will transfer your patient data, including patient profiles and treatment statuses, from Dolphin to the Hub. After this initial sync, the Hub will automatically stay in sync with Dolphin, updating in real-time whenever changes are made. Choose when to start the sync and click SCHEDULE SYNC.

 

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Once the sync is scheduled, you'll be taken back to the Dolphin overview page.

 

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Sync Status

At anytime you may navigate to the Integrations page to check the Status and Last Sync Date. Below are the 3 statuses you'll see:

Active= data is currently syncing over

Inactive = no new or updated data syncing from the software in more than 2 days

Stalled = no new or updated data syncing from the software in more than 2 weeks

The Inactive status is normal if your office has been closed over a long weekend or holiday. However, if you have been actively seeing members and no data is syncing, please reach out to us at support@culturello.com.

Tag Mapping

Once the initial data import from Dolphin is complete, you'll receive an email prompting you to set up your Tag Mapping. You can also access it anytime by going to Settings ⚙️>Integrations>Dolphin>Tag Mapping.

 

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When a status changes in Dolphin, it automatically updates in the Hub. This ensures the Hub can personalize content and permissions, while also streamlining workflows. Before you complete your tag mapping, be sure that your Groups and Tags are set up correctly.

On the left, you’ll see the statuses pulled from Dolphin. Click the dropdown button on the right to search for or type in the appropriate Hub tag. 

 💡 Note: When a new status is added in Dolphin, you’ll need to return to the Hub to map it accordingly.

 

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Import Failures

If you can’t find a member in the Hub, it's likely they didn’t sync due to missing or incorrect data in Dolphin.

To troubleshoot, go to Settings ⚙️Integrations > Dolphin > Import Failures. There, you'll see the member’s name along with the specific error that prevented the sync.

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Once the error is corrected in Dolphin and the new data saved, the patient information will automatically sync over.

Appointments

Go to Settings ⚙️Appointments and ensure that appointments are turned on. Once enabled, appointments will automatically sync from Dolphin to the Hub.

If an appointment isn’t appearing in the Hub, navigate to Settings ⚙️Integrations > Dolphin > Appointment Failures to view the error message and troubleshoot the issue.

Automations

With this integration, your practice can automatically award Hub Points at key moments in the patient journey—directly from Dolphin. This reduces manual work, aligns rewards with treatment milestones, and ensures patients are recognized promptly for their progress. CLICK HERE to learn how.

Add Hub Button in Dolphin

Please call Dolphin Support (+1.818.435.1368) and let them know you would like to install the Patient Rewards Hub integration tab on each workstation and enable the Dolphin 2.0 sign-in integration. 

Please note, if you are running Dolphin Cloud, this feature is not available. They do not allow toolbar integrations which rely on the server browser.

💡 What’s Next?

Now that your Dolphin integration is live, you’re officially set up to connect more seamlessly. You’ll see a Hub button in each patient’s chart—click it to jump directly to their profile, award points, and take further actions with ease.

Here’s how to activate meaningful engagement inside the Hub—and set up your entire experience for success:


✅ Sync. Automate. Personalize.

  • Automate & Accelerate
    Trigger points and nudges automatically from key treatment actions—no manual effort needed. Celebrate on-time visits, milestones, and more with Hub automations

  • Tag Smart = Act Smart
    Mapped tags from Dolphin fuel the personalization engine in your Hub. The better your tagging, the more your content, rewards, and campaigns feel intentional and individualized.


🎉 Build the Full Hub Experience

  • Launch a Contest
    Contests are a high-impact way to boost participation. Whether it's “Ortho Trivia" or the interactive "Where in the World" contest, playing turns compliance into fun and community engagement into momentum.

  • Create Reward Offers
    Make sure your prize offerings are numerous and exciting. The right mix of gift cards, experiences, and practice swag keeps motivation high and behaviors consistent.

  • Enable Referral Mode
    Activate referral campaigns that make it easy for patients (and parents!) to share your practice with confidence—and track it all with built-in transparency.

  • AI Hub Success Agent
    Use the AI Hub Success Agent to personalize your content, engage your members, and align every interaction with your mission.


🔧 Keep Things Running Smooth

  • Check for Import or Appointment Failures
    Use the integration tools to catch and resolve sync errors fast. Clean data means clean experiences.

  • Refine Your Groups & Permissions
    Take advantage of the Groups feature to segment your members and deliver targeted content, rewards, and access levels.


Your Hub is more than just a tool—it’s your culture in action. When set up thoughtfully, it becomes the bridge between everyday behaviors and lasting patient loyalty.

You’re not just managing engagement. You’re creating moments of joy, recognition, and trust—every day, at scale.

Have questions? We're here to help. Reach out anytime at support@culturello.com.