Removing Points from a Patient

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Need to remove points from a patient? No problem! It's just as easy as adding them, and can be accomplished in two different ways.
 

Jump to the Patient's Profile

You can jump to a patient's profile by doing one of the following four things:

  • Swipe the patient's card

  • Type their first and last name in the search bar

  • Click on "Advanced Search" and locate their account by using the filters

  • Click the "Find" button and locate their account by using various search terms

 
 
Option 1: Void Awarded Points
 
Once you are in your patient’s profile, click on the “Activity” tab.
 
 
Hover over the activity that contains the points you would like to void, and click the "Void" link that appears at the right.
 
 
Click "OK" if you are certain that you want to void this award.

Once the void is approved, the patient's points will be immediately deducted, and a note will appear in their activity feed confirming that points were voided.


 
Option 2: Manually Subtract Points

Once you are in your patient’s profile, click on the “Add Points” tab. Then, check the box next to Misc.

You will see two empty fields labeled “Points” and “Description.”

  • Under the “Points” field, enter the negative (-) number of points you’d like to remove the patient.

  • Under the “Description” field, type in the reason for why this amount of points is being removed.

Click "+ Add Points" to complete the process.

 

DISCLAIMER: The removal of points and the reason for point removal are subject to each practice.
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