Steps to Create an Employer Membership

Follow these steps to set up an employer membership within SigmaMD.

We will demonstrate two methods for creating employer memberships: directly through the employer registration and via the Membership Plans screen.

Directly Through the Employer Registration

Step 1: Access Employer Registration

Navigate to the Employers screen within SigmaMD and access the employer's registration.

Step 2: Create the Employer Membership

Once you have opened the employer’s registration, proceed to create the membership associated with that employer.

Step 3: Build the Membership Plan

Define the details of the membership:

• Plan name: Choose a name for your membership plan.
• Employer: This field is pre-filled with the employer name for the membership we're creating and cannot be modified during this registration process.
• Coverage policies: Select the registered coverage policies applicable to this membership.
• Sales Tax:
  • Use practice default: Applies the default tax for your practice.
  • Use another profile: Select from any registered tax profiles.
  • Do not use a sales tax profile: No tax will be applied.

Plan Seats

• Seat name: The first seat is Primary. It holds one patient, and its name and Allow Up To can't be changed. Other seats start as Seat 2, Seat 3, and so on, and can be renamed.
• Min age -> Max age: Specifies the age range for this seat.
• Allow Up To: Defines the max number of patients per enrollment for this seat.
• Add progressive discount: Choose between % or $ to apply a discount to additional patients after the first. For example:
  • A 10% discount on a $100 membership fee means the second member would be $90, the third member $81, and so on.
  • A $10 discount on a $100 membership per member means the first member pays $100, the second member pays $90, the third member pays $80, and so on.

• Monthly price: The monthly charge for this seat.
• + Seat: Add additional seats as needed.

Required Seats Rules

At least one seat rule is required. Multiple rules can be created, allowing for conditions such as:

• One seat requirement
• Multiple seat combinations using AND/OR conditions

Enrollment Fees

Membership plans can charge a one-time enrollment fee based on the number of patients on the membership or a percentage of the plan's total. Choose how in Based on:

• Number of patients:
  • Set a fee for each number of patients enrolled. The last row applies to that number of patients or more.
  • Click Add fee to add a row.

• Plan amount:
  • Enter the Percentage of the total membership fee, from 0.01 to 100%.
  • The fee is that percentage of the membership's monthly total.

On employer plans, the enrollment fee is billed to the employer with the membership's first charge, and only when the contract is Per patient. Fixed amount contracts don't charge it.

Price Cap

Set a maximum amount regardless of how many members are enrolled in the membership.

Group Discounts

Multiple rules can be applied:

• Membership composition: Apply % or $ discounts based on required seat compositions.

• Number of patients: Apply % or $ discounts if the enrollment meets minimum patient requirements. Please note that group discounts are always applied to the total enrollment amount.

Monthly Cycle

All employer memberships follow a monthly billing cycle.

Step 4: Save the Membership Plan

Once saved, the membership plan will appear within the employer’s overview for easy management and tracking.

Step 5: Enroll Patients

After creating the membership plan, you can:

• Enroll patients in the employer membership from the Payments screen of the patient chart.

Via the Membership Plans Screen

Step 1: Access Membership Registration

Navigate to the Memberships screen, click Membership plan and choose Employer.

Step 2: Build the Membership Plan

Follow Step 3: Build the Membership Plan outlined earlier in this article.

Setting up a plan for Aligned Marketplace members? See Setting Up Aligned Marketplace for our recommended employer, plan, and enrollment link setup.

Setting up a plan for Apaly Health or Hint Connect members? See Setting Up Apaly Health Members or Setting Up Hint Connect Members for our recommended setup.