How to create a Loyalty Program

🌐 Overview

The Loyalty Program helps your clinic build patient loyalty and encourage repeat visits by offering automated spending rewards.

With this feature, you can:

• Automatically convert spending into loyalty points.

• Exclude selected service types or specific services from earning points.

• Convert earned points into patient credits for future use.

Once active, Helix automatically handles all point calculations and credit conversions—no manual work required.

🧭 Navigation

Path: Control Panel → Patient Billing → Loyalty Programs

🧭 Step 1: Create a Loyalty Program

1. Click ➕ Add (top-right corner).

2. Fill in the program details:

   • Program Name – Give the program a clear and descriptive name (e.g., Helix Rewards 2025).

   • Exclude Service Types / Specific Services (optional) – Multi-select any services or service types that should not generate loyalty points.

   • Conversion Factor – Define how points are calculated based on patient spending.

     • Example: If every AED 100 spent earns 1 point, set the conversion factor to 0.01.

3. Click ✅ Submit to save.

   • The program becomes active immediately and begins tracking points on all eligible invoices.

⚙️ Step 2: How Loyalty Points Are Earned

• When an invoice is created and paid, Helix automatically calculates the loyalty points based on your conversion factor.

• Excluded services or service types do not generate loyalty points.

• Points accumulate automatically in the patient’s file as they continue to spend.

• Once converted, these points appear as credits that can be used to pay for future invoices.

📊 Example of Loyalty Calculation

📂 Step 3: Viewing & Redeeming Loyalty Points

• Once loyalty points convert to credits, they are visible in the patient’s record.

• Navigate to Patient File → Financial History → Credits to view them.

• These credits can be directly applied to invoices during billing.

• All loyalty conversions and applications are automated by Helix—no manual input required.

🧩 Step 4: Managing Loyalty Programs

• Only one loyalty program can be active at any given time.

• To adjust the conversion rate or excluded services, open and edit the existing program.

• To replace it with a new one, disable or delete the old program first.

• Excluded services will always remain outside the loyalty calculation, even if billed.