Awarding Points to a Member

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Perhaps one of the best parts of the Hub is the fact that you get the opportunity to reward your members for maintaining great oral car, good grades, excellent attitude, and more!

That's why we've tried to make the adding points process as easy as possible--so easy, in fact, that it only takes two steps!

 

Jump to the Member's Profile

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

  • Swipe the member'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

 

Add New Points

Once you are in your member's profile, click on the Add Points tab, and check all the items for which you would like to award them points.

Filling out the blank description field is not required. However, descriptions can be useful for various reasons, including:

  • Documenting referrals (in case they didn't come in via Referral Manager)

  • Referencing a member's next appointment

  • Preventing points from being awarded multiple times for the same reason

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Using the Miscellaneous Points Option

You can award points for a special reason not already listed in your reward menu by checking the “Misc.” box.

Upon checking the box, you will see two empty fields labeled “Points” and “Description.” Enter the number of points you'd like to award and the reason you'd like to award them.

If you're a staff member, an admin may need to approve these miscellaneously added points before they show on the patient's profile. 

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