In today’s fast-paced digital world, businesses continually seek ways to enhance efficiency and improve customer engagement. If you’re looking for a seamless method to automatically award points in the Hub, we have the perfect solution for you.
With our integration, you can now automate the addition of Hub points at key stages of a patient's journey directly from your Practice Management Software, including:
- After a first consultation
- When treatment begins
- When a patient arrives on time for their appointment
- Upon treatment completion
How It Works
Once you are syncing with Dolphin and a procedure code or action is completed, the Hub will automatically send messaging and deliver reward points to your member’s account.
Getting Started
Navigate to Settings ⚙️ > Automations > Add.
You will be directed to the Marketplace, where you can select the Automation you wish to activate.
Click on the desired Automation and follow the setup prompts:
-
- Edit the Automation title as needed.
- Choose the appropriate Automation Trigger from the dropdown menu of appointment types in Dolphin. For example, select "Dismissed" to trigger points when an appointment is completed.
- Assign the number of points to be awarded.
- Customize the messaging and images to align with your branding.
- Utilize the Auto-Tag feature to update member tags based on the appointment type.
Key Benefits
- Streamlined Workflow: Focus on patient care while automations handle reward distribution.
- Consistent Communication: Ensure every touchpoint aligns with your patient’s Hub activity.
- Customizable Messaging: Choose from pre-loaded templates or tailor messages to reflect your brand’s voice.
By leveraging automation, you can enhance patient engagement while simplifying administrative tasks. Start optimizing your workflow today!