Editing an Active Membership Plan

A membership plan stays fully editable until patients are enrolled in it. Once a plan is in use (it has at least one enrolled patient), some fields lock to protect billing accuracy and avoid disrupting ongoing memberships — while most pricing and benefit fields stay editable.

To edit a plan, go to Billing > Memberships and select Manage plan for the one you’d like to update. Below is what you can and can’t change once a plan is in use, for Retail and Employer plans.

Editable Fields

Plan Name Datails

Update the plan name at any time, plus the description and it's name on invoices. A name change is applied immediately to every patient already on the plan. Plan names must be unique within your practice.

Coverage Policies

Add or remove coverage policies linked to the plan, or create a new policy and assign it. Changes apply to all linked memberships.

Prices (New and Existing Seats)

You can update the price of any seat, including seats that already have active patients. Updated prices apply automatically on each enrolled patient’s next billing cycle (see How Changes Are Applied below) — there’s no need to re-enroll anyone.

Seats

Add and configure as many new seats as you need — click Add seat and set the age range and price. You can also adjust the age range, maximum number of patients, and aging seats of an existing seat.

If a patient no longer fits a seat’s age range, they move to the plan’s aging seat (if one is configured) on their next cycle.

Additionally, remove the seats not currently in use.

Enrollment Fees

Add, edit, or remove enrollment fees based on patient count.

Group Discounts

Add new discount rules or remove existing ones, and update thresholds or amounts (for example, “$5 off for 2 or more patients”).

Price Cap

Turn the price cap on or off, and set or update the maximum monthly price.

Charging Cycles — Add New (Retail Plans)

Add new charging cycles (for example, “Every 2 months”). Cycles that are already in use are limited once patients are enrolled — see Locked Fields below.

Locked Fields

The following define the plan’s structure and can’t be changed once patients are enrolled. To change one of these, duplicate the plan and edit the copy, or create a new plan.

Employer Association (Employer Plans)

The employer a plan is linked to is set when the plan is created and can’t be changed afterward.

Existing Charging Cycles (Retail Plans)

For a charging cycle that’s already in use, you can’t change its interval (for example, monthly to every 2 months) or its minimum number of cycles, and you can’t remove it. You can still add new cycles and adjust the price cap. Auto-renew and renewal-notification settings also can’t be changed once the plan is in use.

Billing & Renewal Timing (Retail Plans)

Once patients are enrolled, retail billing options — such as whether the plan bills in advance or in arrears, and the renewal-day rules — are locked.

How Changes Are Applied

Pricing changes (seat prices, group discounts, price cap, and enrollment fees) apply automatically on each enrolled patient’s next billing cycle. SigmaMD calculates every charge from the current plan at billing time, so you don’t need to re-enroll anyone — the new amounts simply take effect at their next charge.

Plan name changes apply immediately to all enrolled patients.

Age-range changes take effect on the patient’s next cycle: anyone who no longer fits a seat’s range moves to the aging seat, if the plan has one.

Because edits to an in-use plan affect patients who are already enrolled, and the structural locks above can’t be undone, review your changes carefully before saving. To make a structural change to a plan that’s already in use, duplicate it and edit the copy instead.