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.

unnamed (5).png

Step 2: Create the Employer Membership

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

unnamed (6).png

Step 3: Build the Membership Plan

image.png

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: Pre-filled with "Patient 1" but can be changed to "Employee" or another designation.
  • 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.

unnamed.png

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

Required Seats Rules

unnamed (1).png

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

Define fees based on the number of patients by clicking on + Add fee and entering the relevant values.

unnamed (2).png

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.

unnamed (3).png

  • 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.

unnamed (4).png

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.

unnamed (5).png

Step 5: Enroll Patients

After creating the membership plan, you can:

  • Enroll patients in the new employer membership from the Payments screens of the Patient chart. 

unnamed (9).png

Via the Membership Plans Screen

Step 1: Access Membership Registration

Navigate to the Membership screen within SigmaMD and access membership registration.

unnamed (10).png

Step 2: Build the Membership Plan

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

For further assistance, contact our support team.