If your practice is using topsOrtho™, syncing it to the Hub will allow it to:
- Sync existing Tops and Hub profiles together
- Create new Hub profiles from Tops
- Track any Patient Import Failures that may occur.
Please note, the Patient Rewards Hub software is compatible with any Operating System that is maintained by Apple. For a list of current operating systems, please click here.
Syncing topsOrtho with the Hub
To start the sync, open topsOrtho™ from your desktop.
Then click the topsOrtho tab > Practice Setup.
Log into your topsOrtho™ admin account. If you encounter an error like the one below, you may need to ask another admin in the office who has higher privileges or even your doctor to login instead.
Once you are logged into a topsOrtho™ admin account, click on the Web & Reminders tab.
Click the "+" button at the bottom of the list on the left.
Scroll down the list until you see PracticeGenius. Click "Add Service" to open the Setup page.
Enter any Patient Rewards Hub admin username and password.
Lastly, click "Enable Service".
Off The Charts
Now that your integration is successfully set up, you can start using it by clicking View tab > Patient Info.
In the search menu that appears, look up a patient's account.
Next, if the patient does not yet have a profile in the Hub, simply click Off-the-Charts > Patient Rewards Hub to create the patient's profile in the Hub.
Please note, the first time each morning when you click Off the Charts>Patient Rewards Hub, you'll need to sign in using your Patient Rewards Hub credentials. Check the "remember me" box so you will not have to continue to sign in for the rest of the day.
Once you open to the new patient's profile in the Hub, please go to Profile>Edit Tags to assign the correct status tag. Please click here for step by step instructions.
Troubleshooting
You can check out the PMS Integrations page for the latest updates on your patient import failures. Click Expand to see them all.
- If a patient's profile is missing from your Hub, it is possible that an error occurred that prevented their profile from submitting over, like missing a date of birth. As soon as this error is addressed in your topsOrtho system, the profile will sync with the Hub.
- If you click Off The Charts and it does not bring up the patient in the Hub, but that patient does have a Hub profile, please contact support@practicegenius.com. We will provide the Hub id for you to give to topsOrtho support to sync the accounts.