In this article, you will learn about our updates to:
Membership Labels Display in Patient Chart and on Appointments
Membership labels are visible in patient charts and the appointments for awareness of what membership program the patient is enrolled in and the program details.
When creating a Membership Program, you are encouraged to create a unique label which will associate with enrolled patients in both their:
- patient chart
- appointments.
Note: the label should be unique and no more than 10 characters. If a Membership Program does not have an associated label, the Membership Program name will display instead of it on the patient chart and appointments. However if the Membership Program name is long, their formatting may not be optimal on patient chart and appointments.
Learn more about Memberships in the following article:
Membership Labels in the Patient Chart
For patients enrolled in a Membership Program, the Membership Label is visible on their patient chart under the patient's name.
To read the membership details, click on the label link.
When you are finished, click Close.
Membership Labels on Appointments
Membership Labels display on the appointment above the Referral field.
To read the membership details, click on the label link.
When you are finished, click Close.
Memberships Report
A comprehensive Memberships report enables analysis of your membership programs to see which programs are the most popular as well as details on the benefits received by patients during the program period.
To access the report, follow these steps:
1. Go to the Main menu > Reports > Practice Analysis.
2. Finish Steps 1-2.
3. Click on Select report.
4. Choose Financial Transactions > Membership Programs > PDF or CSV (as per your needs).
PDF files will open in a new tab. CSV files will download on your device.
How to Read a Membership Report
The Membership report consists of 2 parts.
The first part outlines which membership programs were sold during the selected time period, highlighting which programs are most popular. The data includes the number of programs sold and the Membership Fees collected, including their recurring payments.
The second part of the report renders data organized by the Membership Program name and then by the treatments/inventory purchased by invoice number. The invoices are represented according to the Membership Program location, not by the invoice created location. This location you choose in Step 2 before generating the report.
The Sold By column represents the provider/staff who enrolled the patient in the Membership Program.
View a Membership Program in the Patient Portal
Patients can view their Membership details via the Patient Portal by following these steps.
1. Login to the Patient Portal.
2. Go to the Memberships at the bottom of the left-hand menu.
Memberships are divided by tabs according to their status between Current Membership Programs (Active, Pending payment, and Pending start) and Completed Membership Programs (Expired or Cancelled).
3. Clicking on View Details allows the patient to view the list of treatments/inventory used within the Membership Program. This information should prompt patients to schedule an appointment to use treatments/inventory still available in their program.
To close the details, click outside the pop-up window.
If there are no Completed or Current Membership Programs yet, the Memberships tab will display the following message.
Membership Notifications to the Patient Portal
Patients are notified about the status of their Membership programs immediately and automatically when the following trigger events occur:
- Patient enrolled/purchased a Membership Program
- Enrollment cancelled
- Enrollment expired
- Patient has an outstanding Membership Fee
Patients will receive a generic email that their practice has sent them a message to prompt them to login to the Patient Portal as follows:
1. Login to the Patient Portal.
2. Go to the Messages at the top of the left-hand menu and view the message triggered by Membership events.
3. To open the message, click on it and read.