How Enrollment Fees Work

Membership plans can charge a one-time enrollment fee, based on either the number of patients on the membership or a percentage of the plan’s total.

Where to Find It

On a membership plan, go to the Enrollment Fees section and use the Based on selector to choose which model to use.

Number of patients: A fee per tier, based on how many patients are on the membership.
Plan amount: A percentage of the membership’s total charge for the cycle.

By Number of Patients

With Number of patients selected, define one or more tiers:

Click Add fee.
Enter the patient count the tier starts at, and the fee to charge at that tier.
Repeat for each additional tier.

SigmaMD charges whichever tier matches the membership’s current patient count. For example, tiers of “1 patient: $10.00” and “2 patients or more: $20.00” charge $20.00 once a second patient is added.

By Plan Amount

With Plan amount selected, enter a percentage between 0.01% and 100%.

For example, a plan totaling $200 for the cycle with a 10% enrollment fee charges a $20.00 enrollment fee.

The plan total already accounts for seats, group discounts, and any price cap, so a plan-amount fee recalculates automatically whenever one of those changes the membership’s total, including after enrollment. A tiered fee only changes when a patient is added or removed; a percentage-based fee moves with the total itself.

Naming the Fee on Invoices

For either model, you can optionally set a 'Name on invoice'; this replaces the default "enrollment fee" label patients see on their invoice and during enrollment.

What Patients and Staff See

During enrollment, staff see the calculated fee next to the enrollment fee toggle (for example, "Yes ($20.00)").
On the patient’s enrollment summary and invoice, the fee shows with either the custom name set on the plan or the default "enrollment fee" label.

Good to Know

An enrollment fee is always billed on the same invoice as the first cycle charge; it’s never split out as a separate, standalone charge, even when a tiered fee would otherwise apply (for example, a plan that bills in arrears).
Switching an existing plan from Number of patients to Plan amount doesn’t require the tier setup used by the old model.