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