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Add Patient Memberships to a Patient’s Profile
This user guide provides instructions for adding and editing patient memberships 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
- You can add patient membership through the “Patients App”, accessible via three entry points.
- From the EMR Board Tabs, select “Patients”.
- From the EMR Panel, click on “Patients” under “EMR Board”.
- From the Left Navigation, click on the “EMR Board” dropdown and select “Patients”
- From the EMR Board Tabs, select “Patients”.
- From the patient list, click on three dots under the action column and select "View Patient Profile" for the specific patient.
- Click on “Memberships” from the menu titles.
- To create a new patient membership, click the “New Patient Membership” button in the top right corner of the screen.
- Select “Location” from the dropdown menu.
Note: Selecting “Location” specifies where the membership benefits will be available for the patient. - 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. - 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. - Selecting “Add New Card” will display fields for entering the new card information. Enter the “Card Number”, “Expiry Month”, “Expiry Year”, and “CVC” for the new card.
- The “Membership Agreement” will automatically appear based on the one attached to the selected membership type. Click “Sign Agreement” to proceed.
- A blank screen will open for the patient to provide their signature. Sign and click “Save” to confirm agreement to the membership terms.
- Once all the information is entered, click “Create Patient Membership”.
Note: The list of added memberships will be displayed in the patient’s profile. 
Edit a Patient Membership
- From the patient membership list in the patient profile, click on three dots under the Action column and select "Edit" for the specific membership.
- 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!Note: Patient Memberships can also be edited by clicking the "Edit Patient Membership" button in the top right corner of the View Patient Membership Page in the patient profile. 
