topsOrtho™ Integration

If your practice is using topsOrtho™, syncing it to the Hub will allow it to:

• 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. Please ensure that neither contain special characters. 

Lastly, click "Enable Service".

Off The Charts

Now that your integration is successfully set up, you're ready to connect experiences and kickstart your patient engagement journey!

Each time you want to sync a patient’s profile from Off the Charts into the Patient Rewards Hub, simply follow these steps:

Go to the View tab > Patient Info. Search for your patient’s account.

Click Off the Charts > Patient Rewards Hub to create the patient's profile in the Hub.

Note: Syncs are on-demand and happen only when you click the Off the Charts > Patient Rewards Hub button. This gives you full control and ensures only the right data flows in, when you need it.

🔐 On your first click each day, you’ll be asked to log in with your Patient Rewards Hub credentials. Be sure to check “Remember Me” to stay signed in throughout the day.

Once you're in the patient's Hub profile, go to Profile > Edit Tags to assign the correct status tag. 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@culturello.com. We will provide the Hub id for you to give to topsOrtho support to sync the accounts. 

💡 What’s Next?

Now that your topsOrtho integration is live, you’re officially set up to connect more seamlessly. You’ll see a Patient Rewards 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 office visits, milestones, and more with Hub automations. 

• Tag Smart = Act Smart
  Tags fuel the personalization engine in your Hub. The better your tagging, the more your content, rewards, and campaigns feel intentional and individualized. Click here to learn more. 

🎉 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.

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.