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Add Patient Memberships to a Patient’s Profile

This user guide explains how to add, view, and edit patient memberships within a patient’s profile in the DigiMEDSPA Portal. Patient memberships can be created by authorized users, including providers, employees, and patients under the supervision of staff members.

Understanding Terminologies

Patient Memberships

Patient membership is a subscription program that provides patients with access to exclusive benefits and perks, such as discounted services, priority booking, and special product pricing, in exchange for a recurring fee. Patient memberships often offer different tiers, allowing patients to select the membership type that best suits their needs and budget.

Access this link: https://digimedspa.com/ap2/patients?dashboard=true

Add Patient Memberships

  1. You can add patient membership through the Patients List Screen, accessible via two entry points.
    1. From the EMR Board Tabs, select “Patients.”
    2. From the Left Navigation, click on the “EMR Board” dropdown and select “Patients.” Alternatively, you can type “Patients” into the search bar in the Left Navigation.
  2. From the patient list, click on three dots under the action column and select "View Patient Profile" for the specific patient.
  3. On the patient profile, users can access complete patient information. Click on the “Memberships” tab.
    Note: If the patient already has existing memberships, a list of those memberships will be displayed. Otherwise, the new patient membership form will open directly.
  4. To create a new patient membership, hover over Actions and click the “New Patient Membership” button in the top right corner of the screen.
    Note: Alternatively, to create a new membership, click the “New Patient Membership” button located in the Quick Actions Menu at the bottom left of the screen.
  5. Select Location from the dropdown menu.
    Note: Selecting location specifies where the membership benefits will be available for the patient.
  6. Select Membership Type from the dropdown menu.
    Note: The Membership Program field in the patient membership form is autofilled since only one program can be active at a time. To introduce a new program, you must first edit the existing one. For more details, refer to the "Create Memberships" user guide.
  7. Select the Payment Method as either Existing Card or New Card. Choosing “Existing Card” will display a dropdown menu of the cards already saved in the patient’s profile.Note: The patient’s email will be autofilled from their profile. To change it, the patient must first get the email updated in their profile details. Refer to our “Add / View / Edit Patient” guide for more details.
  8. Selecting “Add New Card” displays a field for entering the card number along with an Autofill link. Click the link to automatically fill in the card details.Note: The Autofill link for entering new card details is a feature that automatically fills in saved payment information (such as card number, expiration date, and cardholder name) from your browser or device’s autofill settings. It helps you quickly complete the payment form without manually typing in all the details.
  9. The Membership Agreement will automatically appear based on the one attached to the selected membership type. Click “Sign Agreement” to proceed.
  10. A blank screen will open for the patient to provide their signature. Get the patient’s signature and click “Save” to confirm agreement to the membership terms.
  11. Once all the information is entered, click “Create Patient Membership.”

    The patient membership has been successfully created!

View Patient Memberships

  1. To view patient memberships added for a patient, click anywhere on the patient's data in the patient listing, or click the three dots in the action column next to the specific patient and select “View Patient Profile.”
  2. On the patient profile, users can access complete patient information. Click on the “Memberships” tab.
  3. The Patient Membership List Screen will open in the patient profile, displaying all memberships associated with the patient. To view details of a specific membership, click the three dots under the action column and select “View.”
  4. The Patient Membership Details Screen will open, showing all information related to the selected membership.

Edit a Patient Membership

  1. There are two ways to edit an existing patient membership:
    1. From the Patient Membership List Screen in the patient profile, click on three dots under the action column and select "Edit" for the specific membership.
    2. From the Membership Type Details Screen, click the "Edit Patient Membership" button in the top right corner of the screen.
  2. Make the desired changes in the patient membership form. Once done, click “Update Patient Membership.”
    The patient membership has been successfully edited for the patient!

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