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With Elation's membership management functionality, you can create an unlimited number of custom patient membership plans. Each plan you make will have a specific billing amount and frequency. This flexibility allows you to create unique offerings to support all your patients.
In this guide, you'll discover how to create, name, and set the "rules" for these membership plans, as well as how to manage them. Afterwards, you can enroll patients in their appropriate plan(s).
Creating a membership plan
| 1 | Click Settings -> Membership Management. |
| 2 | Click + Create a Plan. |
| 3 |
Fill in the following details:
- Plan Name: Assign a unique name that is only visible to your practice and not patients.
- Display Name: Assign patient-facing name that will be used in patient communications. Avoid entering any PHI in the display name.
- Description (optional) - Enter an internal description about the membership plan.
- Billing Amount: Specify the amount that will be invoiced or charged to the patient based on the Billing Frequency.
- This can be any number, including $0 for no-cost plans.
- Billing Frequency: Specify how often the patient will be charged the Billing Amount. Select from annually, semi-annually, quarterly, or monthly.
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| 4 | Click Create plan. |
| 1 | Click Settings -> Membership Management. |
| 2 | Click Edit next to the plan you want to edit. |
| 3 | Make changes and click either ‘Update plan’ to save the changes, or click ‘Close’ to cancel. |
ℹ️ NOTES - If changes are made to the billing amount or billing frequency, patients will be updated about the change.
- 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 membership plan
| 1 | Click Settings -> Membership Management. |
| 2 | Click Delete next to the plan you want to delete. |
| 3 |
Click Delete to confirm deletion.
- All patients that were enrolled in that plan will become unenrolled immediately. No notification is sent to patients at the time of un-enrollment.
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