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Documentation Index

Fetch the complete documentation index at: https://docs.decodahealth.com/llms.txt

Use this file to discover all available pages before exploring further.

Prerequisites: Loyalty Points is an add-on. If you don’t see it in Settings, contact your Decoda representative to turn it on.
Loyalty Points let patients earn points when they buy services and products, then spend those points toward a future payment at checkout. You set how much a point is worth, which items earn points, and when points expire.

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Set the Point Value

Go to Settings > Loyalty Points to set up the program:
  • Value per Point — How much each point is worth in dollars. For example, $0.01 per point means 100 points equal $1.00 at checkout.
  • Default Expiry (days) — How many days earned points last before they expire. Leave it blank for points that never expire.
Click Save when you’re done.

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How Patients Earn Points

Points are awarded automatically when a patient pays for an item that earns them. Set the amount on each item:
  • Services and products — Open the item in Settings, then enter a number in the Points Earned field. The patient earns that many points each time they buy it.
  • Promotions — In a promotion’s Loyalty Points Reward section, set Bonus Points to award extra points when the promotion is applied. You can give those bonus points their own expiry, or leave it blank to use the program default.

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Redeem Points at Checkout

When a patient has points available, Loyalty Points appears as a payment option at checkout.
1

Choose Loyalty Points

At the payment step, select Loyalty Points. The option shows how many points the patient has and their dollar value.
2

Pick which points to apply

Each batch of earned points is listed with its value and expiry date. Select the batches you want to redeem. Points closest to expiring are a good choice to use first.
3

Finish the payment

The selected points reduce the amount due. Collect any remaining balance with another payment method.

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See a Patient’s Balance

A patient’s available points appear in two places on their chart: the Loyalty Points card on the Billing tab, and the patient panel on the right side of the screen. Both show the point total and what it’s worth in dollars.