We’re excited to announce new enhancements to Memberships that give you more flexibility and control in managing membership benefits for your patients.
These changes allow practices to offer patients a selection of treatments and/or inventory at discounted prices as part of their membership. For instance, practices may offer patients to select 1 or more treatments per month from an pick list of multiple treatments as part of the membership.
In this article, you'll learn about our updates to:
- Differentiate between the Maximum Monthly Limit and Monthly Limits
- Set up Maximum Monthly Limits for membership programs
- Automate usage controls for:
What is the Difference Between the Maximum Monthly Limit and Monthly Limits
- Monthly Limit: Applies to individual items in a membership program (e.g., a single treatment or product).
- Maximum Monthly Limit: Overrides individual Monthly Limits, applying a cap on the total number of treatments or inventory items a patient can use each month.
For example, if the Maximum Monthly Limit is set to 2, patients can choose:
- 2 of the same treatment,
- 2 different treatments,
- 1 treatment and 1 product, or
- 2 of the same product.
If no Maximum Monthly Limit is set, patients can use benefits based on Monthly Limits which are the individual item limits.
Maximum Monthly Limit does not increase Monthly Limits. That is why if a Monthly Limit is set to 1 and a Maximum Monthly Limit is set to 2, a patient is still limited to using only 1 item set for a specific membership perk.
How to Set Up the Maximum Monthly Limit for Your Membership Program
You can now configure membership benefits with the Maximum Monthly Limit to allow patients to select between treatments or products each month, rather than automatically including all items.
To enable this when building a membership program:
- During Step 2/Set up benefits, use the new Maximum Monthly Limit field to enter a limit (any integer greater than zero).
- Review the summary of the membership program to include your Maximum Monthly Limit during Step 3: Confirm Membership to ensure accuracy.
IMPORTANT: You can edit the Maximum Monthly Limit any time before the membership is sold.
Automated Membership Benefits Usage Control
For Practices
The system automatically enforces membership benefit limits during invoice creation.
- Once a patient reaches their monthly limit, additional treatments or products will be added to invoices at regular prices, not membership-discounted rates.
- If a provider/staff attempts to add an item beyond the limit, it will be charged at the regular price. Membership discounts will no longer apply, but other discounts can still be added manually if needed.
Read more about Discounts in the following article:
Please note that:
- When scheduling, you can see which patients are eligible for membership benefits, by viewing their membership labels in the appointment window above the Referral field as soon as you enter a patient’s name:
Membership labels can also be viewed in the patient chart under a patient's name:
Read more about membership labels in the following article:
2. You can see available benefits under the View Membership Benefits page > Membership Benefits tab for specific enrolled patients. To accomplish this, go to the Enrolled Patients page, select the arrow at the end of the desired patient enrollment, and select View:
You'll be directed to the view page, where you can see currently available benefits based on usage:
How Can Patients Control Membership Benefits Usage When the Maximum Monthly Limit Applies
Patients enrolled in memberships with Maximum Monthly Limits will see their available benefits updated in the Memberships section of the Patient Portal as they are used. The Memberships section in the Patient Portal now displays explanatory messages when limits are in effect, keeping patients informed:
For more information, check out the following article: