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: 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.
- 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
Define fees based on the number of patients by clicking on + Add fee and entering the relevant values.
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 new employer membership from the Payments screens of the Patient chart.
Via the Membership Plans Screen
Step 1: Access Membership Registration
Navigate to the Membership screen within SigmaMD and access membership registration.
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.
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