The tier program lets you define the unique levels your patients will strive to work towards. Each tier will allow the patient to earn ‘cash back’ (based on percentages and the patient’s current tier level) on the amount they spend at your practice. This % cashback is given in the form of points. You can also add gift coupon bonuses for reaching new levels. The patient can redeem their earned points at any time for an e-gift card or in-office product or service.
On the tier program your patients have an opportunity to obtain new tier levels within a one year period and maintain that level for the next year.
Adding your own tier program is very easy. All you have to do is add different tier levels with your specifications.To add a tier program follow the steps one by one.
Step 1: While you're logged into the staff portal, click on the "Settings" tab on the left sidebar navigation.
Step 2: From the options choose “Programs”.
Step 3: From the new screen, click on “Edit” for “Tier Program” option. A new page with a list of all the available tier levels will appear.
Step 4: If you want to add a new tier level , click on the blue button at the top right called "Add New Tier”.
Step 5: Now, the first step in adding a tier level is to add a name for the level. This name will be shown on the patient’s profile when they reach this level.
Step 6: The next step is to add the lower bound for your tier. This is the minimum amount a patient needs to spend to reach a tier.
Step 7: The next step is to add the upper bound for your tier. This is the maximum amount that can be spent in a tier.
Step 8: The next step is to add the multiplier. This multiplier value decides what % of amount spent is given as cash back(in points).
Step 9: If you want, you can also add gift coupon bonuses for reaching new levels.This is optional.
Step 10: After you have completed steps 1-5, Click on “Submit” to save your tier. Repeat steps 1-5 to add tier levels as per your need.
Tip: Here is an example to help you further:
A practice wants to offer increased incentives to their patients who spend the most. Each patient starts the program on the first tier earning points at a decided % back (1%). When the patient earns enough points (spend threshold) to reach the next tier they will receive a gift coupon reward (if added) and will now be earning points on the next % level (1.5%). When the patient earns enough points (spend threshold) to reach another tier, they will receive a new reward and and will now be earning points on the next % level (2%). The patient can continue earning like this until the highest level (specified by the practice; the program can have as many as they would like). As long as the patient spends enough to fulfill the value of the tier below they can maintain their current tier status the next year. The patient can redeem their earned points at any time for an e-gift card, in-office product or service
Remember:To award points through tier program, go to a patient’s dashboard and click on “Amount Spent”. Enter the amount spent by the patient and click on “Award”. The points will be given as per your settings here.
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