Steps to Create a Retail Membership – SigmaMD Clinician

Follow these steps to set up a retail membership within SigmaMD, allowing flexible membership plans with customizable pricing, discounts, and billing cycles.

Step 1: Access Memberships Registration

Navigate to the Membership screen within SigmaMD and open the Membership Registration section.

Step 2: Build the Membership Plan

Define the details of the membership:

Plan Details

Plan Name: Choose a name for the membership.
Invoice Description (Optional): A text area where you can provide details of the plan (visible on invoices).
Coverage Policies: Select applicable registered coverage policies.

Charging Cycles

Define billing frequency (e.g., monthly, quarterly). The minimum cycle duration is one month, and the maximum is 99 months.
Set a minimum commitment (e.g., a 3-month minimum for monthly billing).
Auto-Renew Subscription: Automatically renews the plan at the end of each cycle.
Send Renewal Notification: Notifies the patient when the membership renews.

Sales Tax Options

Use Practice Default: Applies the practice’s default tax rate.
Use Another Profile: Select a different registered tax profile.
No Sales Tax Profile: No tax will be applied.

Plan Seats

Seat Name: Default is "Patient 1" (editable).
Age Range: Set the minimum and maximum ages for eligibility.
Max Patients: Define the maximum number of enrollees per seat.
Progressive Discount:
- % Discount: Reduces cost per additional member (e.g., 10% discount means $100 → $90 → $81 for subsequent members).
- Fixed $ Discount: Reduces cost per member by a fixed amount (e.g., $10 discount means $100 → $90 → $80).

Plan Seat Pricing

Set different pricing for different charging cycles (e.g., 1-month, 3-month options).
+ Seat: Add additional seat types as needed.

Required Seat Rules

At least one rule is required.
Supports AND/OR conditions for multiple seat combinations.

Enrollment Fees

Define fees based on the number of enrollees.
Click + Add Fee and enter values as needed.

Group Discounts

Membership Composition: Apply % or $ discounts based on required seat combinations.

Number of Patients: Apply % or $ discounts based on minimum enrollees. Group discounts always apply to the total enrollment amount.

Step 3: Save the Membership Plan

Once saved, the membership plan will appear in the Membership List.

Setting up a retail membership allows for flexible billing, discounts, and structured seat requirements. If you need assistance, contact our support team.