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.

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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.
  • Contract Start Date: Enter the date the employer’s contract with the practice begins.
  • Billing
    • Per Patient: Billing is based on the number of employees/dependents enrolled.
    • Fixed Amount: A fixed fee is charged, regardless of the number of enrolled employees. Optionally, set a limit on the number of patients covered by this contract.
  • Due Date: Set the payment due date for invoices.
  • Autopay: Enable this option to process payments automatically using the employer’s registered payment method.
  • 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.
  • Membership Charge
    • One cycle in advance: The fee is billed before the upcoming billing period starts (first charge generates two invoices). This is the recommended setting.
    • Current cycle: The fee is billed for the ongoing billing period.
  • Notifications: Enable to notify the company administrators when new invoices are issued.

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