Steps to Create a Retail Membership

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.

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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).
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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.
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Enrollment Fees

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

  • Set a maximum amount regardless of how many members are enrolled in the membership.

Group Discounts

  • Membership Composition: Apply % or $ discounts based on required seat combinations.
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  • Number of Patients: Apply % or $ discounts based on minimum enrollees. Group discounts always apply to the total enrollment amount.
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Step 3: Save the Membership Plan

  • Once saved, the membership plan will appear in the Membership List.
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Setting up a retail membership allows for flexible billing, discounts, and structured seat requirements. If you need assistance, contact our support team.