Post-Import Data Migration Guide: Assigning Memberships

Once your patient and payment data has been successfully imported into SigmaMD, the next step is to ensure that all patients are properly assigned to the correct membership plan. This guide walks practice administrators through the next steps for configuring memberships and managing billing continuity.

1. Create Membership Plans

Before attaching memberships to patients, make sure that the correct membership plans are set up in your SigmaMD account.

• To create retail membership plans, follow the steps outlined in this article.
• To create employer membership plans, refer to this article.

2. Attach Memberships to Imported Patients

To attach a membership to each patient, follow the steps in this guide.

Make sure to:

• Select the correct membership plan
• Choose the appropriate payment method
• Enable autopay
• Disable enrollment fee
• Disable enrollment notifications if patients have already consented to membership terms

3. Choose the Correct Membership Start Date

To prevent patients from being charged twice for the same membership cycle (once in your old billing platform and again in SigmaMD), it’s important to set a start date that aligns with their next billing cycle.

Example:

Let’s say a patient (and their family) was last billed on May 1st through your previous platform, which covers them through May 31st.

In this case, set the membership start date in SigmaMD as June 1st.

This ensures:

• Their current billing cycle completes in the old system
• The next billing cycle begins on SigmaMD
• No overlap or duplicate charges

Repeat this for each patient or family, based on their last billing date in the previous system.

Need Help?

If you’re unsure about how to align the start date with your previous billing platform or have any questions about the import, reach out to our support team.