Patient Loyalty & Rewards Program
Points-based loyalty: visits, referrals, reviews, on-time arrivals, completing forms
What This Automation Does
How It Works
Activity Completed
Visit, referral, review, etc.
Award Points
Custom field: loyalty_points + activity_type
Points Notification
You earned 50 points! Total: 350 — next reward at 500
Tier Threshold?
Bronze (100) → Silver (300) → Gold (500) → Platinum (1000)
Tier Upgrade
New perks unlocked + notification
Pricing
Integration availability depends on your platform's compatibility and API access. Schedule a call with our team to confirm.
Monthly Subscription
$649/mo
Medical (HIPAA Compliant) plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
- HIPAA compliance, BAA & encrypted data handling
One-Time Setup Fee
$350
per automation (with integration)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
- Deployment & integration with your platform
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
All patient data encrypted in transit and at rest. BAA available for all integrations.