Connecting or Replacing a Patient's Rewards Card

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Locate the patient’s file by entering their name in the navigation bar.

 


 


Adding a Card

If the patient has not yet had a card connected to their account, you should see an orange “Connect Card” button on the left side of the screen, underneath their picture. Click this button.

 

 


Swipe a new card (if you have a swiper), or manually enter a new card number into the system (if entering the number manually, you will have to enter it twice to ensure accuracy). Upon clicking “Submit,” the patient will be now associated with that card number.

 

**Note** There is no need to add their password, because the system already associates the correct password with this new card number.

 


 



Replacing a Card

If the patient has lost their card and you would like to assign them a new one, click on “Replace Card” (located on the left side of the screen underneath their picture). 

 


 


Swipe the new card (if you have a swiper) or enter the patient’s new card number into the system (if entering the number manually, you will have to enter it twice to ensure accuracy). Upon clicking “Submit,” the patient will now be associated with that card number.

 


 

 

**Note** If a patient presents a card that has been replaced, the card will not be recognized, nor can it be reused once it has been previously issued.

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