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Patients will receive a series of notifications about their membership plan including:
- notifications about enrollment in a membership plan.
- notifications about any modifications to the membership fee amount.
- notifications about charges towards the membership plan.
- receipts for successful membership payments.
Patients will not receive notifications about the following changes to their membership plan:
- edits to the membership plan start date
- paused membership plans
- resumed membership plans
- cancelled membership plans
Receiving notifications about membership plan enrollment confirmations
When a patient is enrolled in a membership, they will receive an SMS or email (based on their communication preference) confirmation showing the plan, start date, billing amount, billing frequency, and payment method.
- In the case of a group membership, only the primary member will be contacted.
- Patients can split a total charge across multiple saved payment methods via a link in the notifications.
- This only applies to subsequent membership payments, not the initial one.
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Sample SMS
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Sample Email
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Receiving notifications about edits to the membership fee
When your practice changes a patient's membership fee, the patient will receive a notification about the changes. Patients can use the link in the notifications to enter or update their payment methods on file or set up split payments.
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Sample SMS
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Sample Email
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Managing membership payment requests
Patients will automatically receive a notification, via their preferred contact method of SMS or email, that their membership fee is due on the designated Start Date or Next Renewal Date of the membership plan(s) they're enrolled in. The patient has 24 hours to review the charge and add/or edit their payment information (including split charges) before the charge is processed.
- In the case of a group membership, only the primary member will be contacted.
If the patient has a card or bank account on file and you choose to automatically charge the payment method on file, that card or bank account will be charged within 24 hours of the notification. If the patient doesn't have any payment information on file, they'll have to enter their payment information when they receive the charge notification. Patients can choose to store payment information as well as split charges across multiple payment methods with either workflow.
Once the charge is completed, the patient will receive a receipt via text or email.
Use the Membership Reporting functionality to identify and follow up with any patients who are past due.
Membership Management- How To Manage Payments
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