Membership Management- How to Manage Plans

Recommended Reading

We recommend reading the Membership Management Introduction article to learn about the features offered in Membership Management and how to get started.

Contents

• Overview
• Adding a Plan
• Editing a Plan
• Deleting a Plan
• Next Article to Read

Overview

With Elation’s membership functionality, you can create an unlimited number of custom membership plans. This flexibility allows you to create unique offerings to support your patients. Each plan has a unique internal name, a patient-facing name, an optional description, a billing amount, and a billing frequency (annual, semi-annual, quarterly, or monthly).

You can be create, edit, and delete these plans at will via the ‘Membership Management’ page in the Settings menu. Access to manage these plans can be restricted by toggling an ‘Admin Only’ setting on the ‘Membership Management’ page.
 

Adding a Plan

1. Click on ‘Settings’ and then ‘Membership Management’
2. Click ‘+ Add new plan’
   1. Enter ‘Plan Name’ - this name is only visible to you and will not be displayed to patients. This name must be unique for each membership plan.
   2. Enter ‘Display Name’ - this is patient-facing and will be used on patient communications. You should avoid entering in PHI as part of the display name.
   3. (Optional) ‘Description’ - this field can be used to provide details about a given membership plan. At this time, this is internal only, but is intended to eventually be patient facing.
   4. Enter ‘Billing Amount’ - the amount entered will be requested from a patient on a recurring basis as part of their subscription. This can be any number, including $0 for no-cost plans
   5. Enter ‘Billing Frequency’ - this determines how often the patient will be charged a given amount. You can select from annually, semi-annually, quarterly, or monthly. Elation will automatically request payment on a recurring basis based on this frequency.

Editing a Plan

1. Click on ‘Settings’ and then ‘Membership Management’
2. Click ‘Edit’ plan
3. Make changes and click either ‘Update plan’ to save the changes, or click ‘Close’ to cancel:
   • If changes are made to the billing amount or billing frequency, patients will be updated about the change. Changes to plan name, display name or description will not automatically notify patients.
   • If changes are made to the billing amount, all patients enrolled in that plan that do NOT have an override amount set to their subscription will automatically be charged the updated amount on their renewal date.

Deleting a Plan

1. Click ‘Delete’ plan
2. Click ‘Delete’ to confirm the deletion, or click ‘Cancel’ to keep the plan:
   • If a membership plan is deleted, all patients that were enrolled in that plan will become unenrolled immediately. No notification is sent to patients at the time of un-enrollment.

Next Article to Read

Membership Management- How to Enroll Patients in Plans

Related Articles

• Introduction to Membership Management with Elation
• Membership Management- How to Enroll Patients in 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