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.

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.