Recommended Reading

We recommend reading the How to Manage Plans article before learning about how to enroll patients in plans. You will need to create your various membership plans first before you can enroll any patients in plans.

 

Contents

• Overview
• Enrolling a Patient from the Practice Home
• Enrolling a Patient from the Patient's Demographics box
• Editing a Patient's Membership Subscription
• Pausing a Patient's Membership Subscription
• Resuming a Patient's Membership Subscription
• Unenrolling a Patient from a Membership Subscription
• Next Article to Read

 

Overview

You can enroll patients in one or multiple plans at any given time. Patients can be enrolled using the “Memberships" button from the Practice Home, or using the ‘"Membership Information" section of the Patient's Demographics box.

When enrolling patients, you will have the option to select a plan, set a primary member (if creating a group enrollment), override the pre-determined billing amount (if necessary), set a start date, and automatically charge a card on file. Once enrolled, the patient will stay enrolled in the plan until you manually un-enroll them.

If would like to view or modify a patient’s enrollments, you can do so from the Patient's Demographics box. Here can see a patient’s current enrollment(s) and related status(es), billing dates, and have the ability to take actions to add/edit enrollments, pause billing, or unenroll.

 

Enrolling a Patient from the Practice Home

1. Click on ‘Membership’ button
2. Search for the patient to enroll in the subscription
   • The patient must have either a mobile phone or email on file in order to enroll them in a membership plan
   • Patients will receive a notification as soon as they are enrolled. Please be mindful about what time of day you are enrolling your patients
   • If you are transitioning your patients from a legacy memberships solution to Elation, a best practice is to send a patient letter explaining some of the messaging that patients will be receiving
   • If enrolling multiple patients in a group/family plan, additional patients can be searched for and added using the ‘Patient Name’ field
3. Select the membership plan in the drop-down
4. The billing amount will default to the billing amount configured for the plan on the ‘Membership Management’ page in ‘Settings.’ If you want to override that amount, you can click on ‘Override’ and enter a new amount. This will impact only this patient/group. Please note: any changes to the billing amount configured for the plan on the ‘Membership Management’ page in ‘Settings’ will not impact patients that have their membership subscription amount overridden.
5. Select the start date for the subscription
6. Select if you want to automatically charge the card on file for the patient
   • If the patient does not have a card on file yet at the time of enrollment and you choose to automatically charge it, Elation will send a request to the patient to add a card on file.
   • If the patient does have a card on file at the time of enrollment and you choose to automatically charge it, the card on file will be charged on the start date and subsequent renewal dates.
   • If you choose not to automatically charge a card on file, Elation will send a payment request to the patient on the start date and subsequent renewal dates.
7. Click ‘Enroll’

 

Enrolling a Patient from the Patient's Demographics box

1. Open a patient’s chart
2. Click on the patient’s name to open Patient Demographics
3. Scroll to the Membership Information section
4. Click ‘+ add membership plan’
5. If enrolling multiple patients in a group/family plan, additional patients can be searched for and added using the ‘Patient Name’ field
6. Select the membership plan in the drop-down
7. The billing amount will default billing amount configured for the plan on the ‘Membership Management’ page in ‘Settings.’ If you want to override that amount, they can click on ‘Override’ and enter a new amount. This will impact only this patient/group. Please note: any changes to the billing amount configured for the plan on the ‘Membership Management’ page in ‘Settings’ will not impact patients that have their membership subscription amount overridden.
8. Select the start date for the subscription
9. Select if you want to automatically charge the card on file for the patient
   • If the patient does not have a card on file yet at the time of enrollment and you choose to automatically charge it, Elation will send a request to the patient to add a card on file.
   • If the patient does have a card on file at the time of enrollment and you choose to automatically charge it, the card on file will be charged on the start date and subsequent renewal dates.
   • If you choose not to automatically charge a card on file, Elation will send a payment request to the patient on the start date and subsequent renewal dates.
10. Click ‘Enroll’ to complete enrollment or click ‘Cancel’ to cancel
    • If the enrollment is completed, the new enrollment will be visible in the Membership Information section.
    • Patients will receive a notification about their new Membership Enrollment. 

 

Editing a Patient's Membership Subscription

1. Open a patient’s chart
2. Click on the patient’s name to open Patient Demographics
3. Scroll to the Membership Information section
4. Click ‘Edit’ and make any necessary changes to the subscription. You can change the following:
   • Billing Amount, by using the ‘Override’ option
   • Automatically charge card on file
   • Start date
     • Start date can only be changed if the start date is after the current date
5. Click ‘Update Enrollment’

All edits will take in effect on the new renewal date. Patients will receive a notification about any edits to their Membership Subscription. 

 

Pausing a Patient's Membership Subscription

1. Open a patient’s chart
2. Click on the patient’s name to open Patient Demographics
3. Scroll to the Membership Information section
4. Click ‘Pause’
5. To confirm, click ‘Pause billing’

Once a Membership Subscription is paused, the patient will not be charged until the subscription is resumed. Patients will not receive any notifications about their subscription being paused or resumed. 

 

Resuming a Patient's Membership Subscription

1. Open a patient’s chart
2. Click on the patient’s name to open Patient Demographics
3. Scroll to the Membership Information section
4. Click ‘Resume’
5. To confirm, click ‘Resume billing’

Once a Membership Subscription is resumed, the patient will be invoiced again on the next renewal date. Patients will not receive any notifications about their subscription being resumed. 

 

Unenrolling a Patient From a Membership Subscription

1. Open a patient’s chart
2. Click on the patient’s name to open Patient Demographics
3. Scroll to the Membership Information section
4. Click ‘Unenroll’
5. To confirm, click ‘Unenroll & remove’

Once a patient is unenrolled from a Membership Subscription, they will no longe receive any invoices about the subscription. Patients will not receive any notifications about the un-enrollment. 

 

 

Next Article to Read 

Membership Management- How Patients Receive Communications

Related Articles

• Introduction to Membership Management with Elation
• Membership Management- How to Manage Plans
• Membership Management- How Patients Receive Communications
• Membership Management- How To Manage Payments
• Membership Management - Frequently Asked Questions
• Patient Payments Guide- Securely collect payments digitally from patients