*BETA* Following Up on Referrals & Fulfilling Prizes

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Now that your campaign is launched, keep an eye on your Referral History page to ensure that your patients and invitees are receiving their rewards. 

 

Using the Referral History Report

The Referral History page offers a ton of helpful information, including: 

  • When you received the lead
  • Who the lead is (and their parent, if applicable)
  • How to contact them
  • Which campaign they were invited through
  • Who referred them
  • When your office last interacted with them

This page will also tell you whether or not the invitee and their referrer have received their prizes yet under the Fulfillment column:

  • No Buttons - The lead needs to converted to a 'patient' before they can receive their prize
  • Grey "Fulfilled" Buttons - These prizes have been awarded
  • Blue "Fulfill" Buttons - These prizes have not been awarded

 

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Fulfilling a Prize

Before an invitee can receive their reward, they will need to officially become a patient of your practice. To accomplish this, find their name in the list and click on it to go their account. 

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Click "Convert to Patient" to transform them from a lead to a patient. 

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Click "Confirm" if all the details are still correct, or "Edit" to update the profile before converting.

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Choose to either fulfill their prize now or later. 

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If you fulfill the prize immediately, you will instantly receive confirmation. If you choose to do so later, you can always come back to their profile to fulfill it, or fulfill it from the Referral History page as shown below. 

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Once a prize is fulfilled for an invitee and/or a referrer, you will see confirmation on the Referral History page.

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