How to Add a New Employer

Follow these steps to register a new employer in SigmaMD and set up their billing details:

Step 1: Access Employer Screen

• Access the Employers screen in SigmaMD under the Billing menu.
• Click the Add Employer button to begin the registration process.

Step 2: Add Employer Information, Contract Details, and Invoicing Rules

• Company name: Enter the employer’s company name.
• Address: Fill in the employer’s full address details.
• Administrator Details
  • Add contact details for the company’s administrator.
  • At least one primary administrator must have both an email and phone number.
• Invoice Issue Date: Enter the day of the month on which all future invoices will be issued. This will determine the date the employer’s contract starts.
• Membership Billing. Billing is based on the number of employees/dependents enrolled and can be set as:
  • In advance: Membership is charged for the upcoming month, while covered employee expenses are charged based on the previous month's utilization.
  • In arrears: Both memberships and covered employee expenses are charged based on the previous month's utilization.
• Due Date: Set the payment due date for invoices.
• Autopay: Enable this option to process payments automatically using the employer’s registered payment method.
• Prorate First Cycle: Select if the charge for new patients should be prorated or not, if they enroll mid-cycle.
• New Patient Start Date
  • Immediately: Membership activates instantly upon enrollment.
  • Fixed Day: Membership begins on a set day of the month; patients will have a Deferred status until activation.
• Notifications: Enable notifications to the company administrators when new invoices are issued.

Adding Apaly Health or a Hint Connect company as an employer? See Setting Up Apaly Health Members or Setting Up Hint Connect Members for the settings we recommend.

After entering all required details, click Save to add the employer.