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Manage a patient’s loyalty points right from their chart. You can see how many points they have, add points, correct a balance, remove points, and review a complete history of every change.
Loyalty points are turned on per clinic. If you don’t see the Loyalty Points card, ask your administrator to enable loyalty points for your clinic. Adding, editing, and removing points also requires the Adjust Loyalty Points permission — anyone can view the balance, but only staff with that permission can change it.

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Open loyalty points

  1. Open the patient’s chart and go to the Billing tab.
  2. Find the Loyalty Points card. It shows the patient’s available points and their dollar value.
  3. Click the edit button on the card to open the loyalty points window.
The window has two tabs: Grants (the points the patient has) and Activity Log (the history of every change).

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Add points

  1. In the Grants tab, click Add Points.
  2. Enter the number of points.
  3. Optionally add a comment (the reason for the points) and an expiry date. Leave the expiry empty for points that never expire.
  4. Click Add Points.

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Edit points

  1. Find the grant you want to change and open its actions menu (the button at the end of the row).
  2. Choose Edit.
  3. Adjust the points, remaining points, comment, or expiry date, then click Update Points.
Changing the remaining points is recorded in the activity log so there’s always a record of who adjusted the balance and by how much.

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Remove points

  1. Open the grant’s actions menu and choose Remove.
  2. Confirm the removal.
Removing a grant forfeits any remaining points and marks the grant as Removed. It stays visible for your records, and the removal is recorded in the activity log — nothing is erased.

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Review the activity log

Open the Activity Log tab to see every change to the patient’s points, newest first. Each entry shows what happened (points added, adjusted, redeemed, or removed), how many points, who made the change, when, and any note.
Each grant’s dollar value is based on your clinic’s redemption rate. An administrator sets this under Settings → Loyalty Points.