Managing a Membership from a Member's Chart

In SigmaMD, managing memberships directly from a member’s chart is a seamless process. Here’s how you can navigate through the different membership statuses and make necessary adjustments:

Membership Status and Available Options

• Pending
  • View details: Check all the information related to the membership plan.
  • Cancel plan: Cancel the membership if it hasn’t started yet.
• Deferred
  • View details: Review detailed information about the membership.
  • Cancel plan: Cancel the membership before it starts.
• Active
  • View details: Access comprehensive details about the active membership.
  • Pause plan: Temporarily halt the membership. You’ll need to specify how long the membership will be paused (in cycles).
  • Cancel plan: Terminate the membership. You will need to provide an end date and a reason. You can also review and adjust the last invoice if necessary.
• Paused
  • View details: Review details about the paused membership.
  • Resume plan: Reactivate the membership at any time.
  • Cancel plan: Cancel the paused membership if needed.
• Inactive
  • View details: Check all the information related to the inactive membership.
  • Archive plan: Archive the membership, which is a permanent action.
• Archived
  • Archived memberships are permanently stored and cannot be edited or reactivated.

Viewing and Editing Membership Details

To view and edit a membership, click on "View details." This will open a detailed view of the plan where you can edit most of its settings, like give a discount, modify the billing cycle, change payer and/or payment method, adjust the due date, etc.

Pausing a Membership

To pause a membership:

1. On an active plan, click on the three dots and select the "Pause plan" option.
2. Specify the duration the membership will be paused (in cycles).
3. You can resume the membership anytime by selecting the "Resume plan" option.

Canceling a Membership

To cancel a membership:

1. Click on the three dots and choose the "Cancel plan" option.
2. Provide an end date and a reason for cancellation.
3. If needed, review the last invoice to make any necessary adjustments before finalizing the cancellation.

Note on Membership and Patient Status

Membership statuses are distinct from patient statuses. A patient can be active without having an active membership plan. To change a patient’s status (active, inactive, deceased), click on "View patient details," which is located next to the patient’s preferred name.

By following these steps, you can effectively manage memberships from a member’s chart, ensuring all information is accurate and up-to-date while providing the best service to your members.