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Sign Up a Patient on CS Membership

Aishwarya Nair
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Signing up a patient for the CS Membership is easy. Here’s how to add and view membership plans for a patient.

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Touchpoints for Identifying Patients Without a Membership Plan

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.

a. Patient Overview

  • Select the patient from the Global Search Bar.
    • On the Patient Overview, the Membership Plan section is located on the right. The banner within this section displays the discounts available with the membership plan subscription.

b. Appointment Slide-out

  • Drag and create an appointment from the scheduler.
    • Inside the New Appointment Slide-out on the left, you can find the Membership Plan Section, and right under you will find the Discounts available with the Membership Plan subscription banner.

c. Payment Slide-out

  • When you add a payment without a membership subscription, the ‘Discounts Available’ banner appears.

Add Membership Plans

To sign up a patient for CS Membership,

  • Select the patient from the Global Search Bar.
  • On the Patient Overview, click +Add Plan to add a new plan for the patient.

Note: The workflow can begin with either View Plans or Add Plan.

  • In View Plans, a slide-out panel opens, allowing you to toggle between the different plans your practice offers and enroll the patient in the appropriate plan.

  • On the Add Membership Plan slide-out, you can view and compare different plans, and directly enroll the patient.

  • Use the Select Plan dropdown on the left to switch between plans. The right side of the screen updates automatically to display the details of the selected plan.

  • Once you are in the Add Plan workflow, default options are preselected, and you can review and adjust additional criteria as needed, such as,
    • 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.
  • 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. If you wish to cancel, you can terminate the plan.

  • 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.
  • Click Pay Via Stripe.
  • Enter Card Information in the Add Payment pop-up and click Make Payment.
  • Click Finish.

View Membership Plans

  • For a user with a membership plan, you can view their plan on the Patient Overview, the Payment Slide-out, and the Appointment Slide-out.
  • For users without a membership plan, the banner displays ‘View Plans’ and ‘Add Plan'.
  • Clicking on ‘View Plans’ will open a slide-out where you can toggle between the different plans your practice offers and sign the patient up for the appropriate plan.
  • Click Mark as Interested to mark the patient as interested in a plan.
  • Click +Add Plan to add the plan to the patient.
  • If you click ‘Mark as Interested,’ the banner colour will change to green on the Patient Overview and the Appointment slide-out. 
    • 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.

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

Related Articles

  1. All About CS Membership Portal
  2. Create a New Membership Plan on CS Membership Portal
  3. Edit or Deactivate an Existing Membership Plan
  4. CS Membership Profile Permissions
  5. Track Membership Status, Payments, and Discounts
  6. Complete the Pending Payment of a Membership Plan
  7. Locate Membership Discounts of a Patient
  8. Take Action on Failed Transactions within the Membership Portal
  9. Delete a CS Membership Credit Discount
  10. Set Up Payment Plans for Membership Patients
  11. Track Membership Status, Payments, and Discounts

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