Enrolling Pediatric Patients in Memberships via the EMR

In SigmaMD, patients under the age of 16 must be linked to a caregiver before they can be enrolled in a membership. The selected membership plan must also include a seat that covers the patient’s age. Once both requirements are met, enrollment can be completed from the patient’s Payments section.

Step 1: Add the Caregiver

• Go to the patient list and click Add Patient
• Enter the caregiver's details
• Click Save

Step 2: Add the Care-recipient

• Click Add Patient and enter the care-recipient's details
• Enable This patient has a caregiver
• Select an existing patient as the caregiver
• Click Save

Pediatric patients cannot be created without assigning a caregiver.

Step 3: Confirm the Membership Plan Covers the Patient’s Age

• Navigate to Billing > Memberships
• Create a new plan or edit an existing one
• In Plan Seats, confirm there is a seat that includes the patient’s age (for example, 0–16)

• Complete required fields such as Charging Cycles and Required Seat Rules

• Save the plan

Step 4: Enroll the Pediatric Patient

• Open the pediatric patient’s chart
• Go to Payments
• Click Add Membership Plan

• Select the appropriate plan

• Update the Payer if needed (for example, to the caregiver)
• Review and confirm

Once saved, the pediatric patient will be enrolled in the membership.

Adding a Pediatric Patient to an Existing Family Membership

If a parent or caregiver is already enrolled:

• Open the enrolled parent’s or sibling's chart
• Navigate to the existing membership
• Add the pediatric patient to an available plan seat instead of creating a new membership