Sign Up a Patient on CS Membership

Signing up a patient on the CS Membership is easy. Let's take a look at how a patient can be signed up for a Membership Plan via the Patient Overview or the Appointment slide-out.

Tip: You can identify a patient's profile that does not have a membership plan subscription by checking for a blue banner stating ‘Discounts available with Membership Plan subscription’ on the Patient Overview, Appointment Slide-out, Payment Slide-out, or Treatment Planner.

Let's get started!

Perform the steps below to sign up a patient on CS Membership.

• Select the patient from the Global Search Bar.
• Click on View Plans from the Patient Overview.
  • You can also find this option on the Appointment slide-out.

Note: If signing up a patient for a plan, you can proceed to the next screen by clicking ‘Add Plan’.

• This will open a modal where you can toggle between the different plans your practice offers to sign the patient up for the correct plan.
• Click Mark as Interested to mark the patient as interested in a plan.
• Click + Add Plan to create a new plan.

• If you click Mark as Interested, it will change the banner on the Patient Overview and the Appointment slide-out from yellow to green. This indication will help practices pick up the conversation where they left off during their next interaction with the patient.

• If the patient is no longer interested in a plan, click Remove Interest.

• Clicking 'Add Membership Plan' not only opens a modal where you can toggle between the different plans in a slightly different view, but also allows you to directly sign up the patient.

Note: The workflow can be ‘View Plans’ > ‘Add Plan’ OR you can navigate straight to ‘Add Membership Plan’. In either screen, you can toggle between the plans by selecting the ‘Select Plan’ dropdown on the left side of the screen, while the information on the right side changes to show the details of the selected plan.

• Once you are in the Add Plan workflow, you will be given criteria to choose from. The defaults will already be chosen for you:
  • Billing Location
  • Billing Cycle 
  • Apply Discounted Fee (only appears if this is the second or additional account member signing up for a plan).
  • Waive Enrollment Fee (only shows up if the select plan has an enrollment fee)
  • Auto-Renew Plan
• The Payment Summary at the bottom outlines what the patient will pay as a ‘Total amount’ to get the plan started.

• Click Proceed to advance to the next step. To exit the workflow, click Cancel.

• Step 2 - Review Details offers an overall snapshot of the plan (membership plan name and billing location), along with the payment plan details that you will set up in Step 3 (unless a yearly plan is chosen).
• Click View & Sign Agreement to proceed.

• The agreement includes the membership contract (set up in Practice settings > Payments > Contract Agreements > Membership Plan), the details of the plan (included benefits and discounts), the price of the plan, as well as the patient details (name, DOB, gender, and email).

• Ensure to obtain the form signed by the patient using any of these 3 options.
  1. Using the Mouse or Signature Pad (Topaz Brand).
  2. Print the Agreement and Confirm that the patient's signature was captured externally (via pen and paper).
  3. Push the form as a draft to the patient portal or patient connect (office mode).

Note: The patient skipping the signing of the consent form DOES NOT block the plan from continuing, or entering the patient in a payment due status. What DOES block the plan from continuing, or entering the patient in a payment due status is if the payment is not collected.

• Once you have chosen 1 of the 3 signature options, click Save.

• Once you are back on the Review Details page, you can see a banner stating 'Agreement signed'.
• Click Proceed to continue.

Note: If you click Cancel, the membership will remain attached to the patient but will be in a payment due status because no payment was taken. Previous is disabled because once the agreement has been signed (or is in a draft status ready for signature), you cannot change any plan details.

• In the 3rd step, 'Make Payment*,' you will collect the down payment on the same day to start the plan, as well as create a payment plan if a payment schedule is chosen (half-yearly, quarterly, or monthly).
• Enter the Deposit Location and Payment Type.

• Select an existing card or add a new card by clicking + Add Card.

• Enter Card Information and Billing Address Information.

Note: If you are NOT using an existing card on file, you can choose to also save the newly entered card (Terminal or no Terminal) on file, to be used for future balances. Checking this box will prompt one more agreement for the patient to sign, the ‘Card on File Agreement’, which is a mandatory agreement in order to use a saved card on file.

• To save a card for later use:
  • Checkmark the option 'Save Card For Later Use'.
  • Enter Nickname and Notes.
  • Sign the consent form.
• Click Pay via CS Pay. This option will pay the down payment amount right away, as well as automatically create the payment plan for the rest of the Membership Billing Schedule (if you have chosen half-yearly, quarterly, or monthly on Step 1).
• Click Finish.

Practices can use this quick guide to successfully sign up a patient for a membership plan.