When Can I Start Adding Patients to SigmaMD?

You can begin adding patients to SigmaMD once you receive confirmation that your merchant account is fully set up. This ensures that all payment processing features are ready for use.

How to Add Patients

There are two ways to add patients to SigmaMD:

1. Through Membership Enrollment
   • Create a membership plan in SigmaMD.
   • Share the enrollment link with patients, allowing them to sign up themselves.
2. Adding Patients Directly in SigmaMD
   • Go to the Patients List screen in SigmaMD.
   • Manually add new patients to the system.

When billing starts: Your SigmaMD subscription fees start on your Go-Live Date, the earliest of the day you first enroll a patient in a membership or plan, first document a patient encounter, or the go-live date agreed with SigmaMD. Enrolling patients early, for example during a soft launch, starts your subscription billing.

What Happens After Adding a Patient?

• Both methods trigger a notification prompting the patient to download and install the SigmaMD mobile app.
• The notification includes a registration code for the patient to use when signing up.

Best Practices for a Smooth Onboarding

• Notify patients in advance if adding them directly via the Patient List screen. This helps them recognize SigmaMD and prevents them from ignoring or marking the email as spam.
• Encourage patients to check their email for the registration instructions.

Once your merchant account is fully set up, you can begin adding patients through membership enrollment or manually via SigmaMD. Ensuring clear communication with patients will help them onboard smoothly and access their health records without confusion. If you have any questions, contact SigmaMD support.