Memberships - How It Works

2 min. readlast update: 04.08.2026

Memberships in 4D EMR allow a patient to sign up for a Membership that bills them automatically and gives them a certain set of services every month (or whatever schedule the practice chooses).

 

Patients Pay Automatically on a Schedule

A membership charges the patient on a recurring basis.

  • The charge can happen monthly, quarterly, yearly, or one‑time.
  • Payments are automatically taken from the card the patient has on file.
  • The payment continues until the membership reaches the set end date.

Example:
A patient pays $99 every month for 12 months.


Patients Get Services Issued Automatically

When a patient pays for their membership, the system gives them the services included in that membership — called Packages.

Think of Packages as “buckets” of services.

These get added to the patient’s account automatically and may include things like:

  • Monthly facials
  • Units of neurotoxin
  • Laser sessions

The practice chooses what’s inside each membership package.


Services May Renew or Expire

Packages inside a membership can:

  • Renew (refill the patient’s allowance each month/quarter/year)
  • Expire (unused items disappear after a set time)
  • Or never expire (stay available until used or removed)

Example:
A “Glow Membership” may include
1 facial per month that expires after 30 days.
If the patient skips a month, they lose that facial when it expires.


Memberships Make Billing and Tracking Automatic

The beauty of memberships in 4D EMR is that everything runs on autopilot:

  • Payments bill automatically
  • Services and products issue automatically
  • Expirations happen automatically
  • The system tracks what the patient has used or has remaining

This saves your team time and reduces manual work.


Memberships Require a Saved Credit Card

Because the system processes payments automatically, the patient must have a saved credit card on file.

This ensures:

  • No missed payments
  • No manual billing
  • No chasing down patient invoices

Sign up for Early Access

4D EMR - Membership Early Access

 

Was this article helpful?