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Membership Management Introduction

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Membership Management Introduction

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What is Membership Management?

The Membership Management functionality provides a convenient and flexible way to create and manage recurring membership plans or fees directly within the EHR. Additionally functionalities include:

  • enrolling patients in individual or group memberships
  • automatically notifying patients when a payment is due
  • automatically billing patients on a preset schedule
  • charging a patient’s card on file (if preferred)
  • sending patients notifications if there are any changes to their plans
  • reporting on memberships and enrollments 


 

Why is Membership Management valuable?


Elation’s Membership Management solution will enable you to get paid quickly and reliably for patient membership subscriptions or fees, without the administrative overhead of using a third party membership management system because everything is managed within your EHR. This feature reduces the effort required to manage memberships or fees, supports your practice’s financial viability and helps you focus on providing excellent care.


 

What types of memberships can the feature support?

Elation’s Membership Management feature supports

  1. one-time membership/fee charges for set amounts
  2. recurring membership/fee charges based on a preset schedule for set amounts


 

How much does this feature cost?

Elation’s Membership Management feature is tied to the Patient Payment feature, powered by Stripe. A fee of 2.99% per transaction will be deducted from every membership/fee payment received through the Membership Management feature.



 

How do I get started?

  1. Register for a Stripe account with Elation by following these instructions here
  2. Notify Elation you are interested in using the Membership Management feature using the “I need help" -> "Contact Elation Support" button at the top of your Elation account and Elation will turn the feature on for you.
  3. Follow the steps in this series of articles: 
    1. Membership Management- How to Manage Plans
    2. Membership Management- How to Enroll Patients in Plans
    3. Membership Management- How Patients Receive Communications
    4. Membership Management- How To Manage Payments
 
 

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