Memberships - Using Memberships | 4th Dimension EMR Help Center

Enrolling a Patient in a Membership

Steps

Open the patient’s chart
Go to Money > Memberships
Click New
Complete the following fields:

Membership: Choose the Membership Type to enroll the patient in
Patient: Defaults to the current patient
Card to Charge: Select a credit card on file or add a new card to the patient's record
Office : Select the practice location
Period: Choose the billing interval (defaults from the Membership Profile)
End After: Number of occurrences (defaults from the Membership Type)
Start Date: Enter the start date
- Note: If the start date is today, the first payment runs immediately
End Date: Auto‑calculated based on Start Date, Period, and End After settings
Payment Amount: Enter the amount billed each period (defaults from Membership Type)

Modifying a Patient's Membership

Patient Memberships cannot be edited once the first payment is processed. To Modify a membership after the first payment has been processed, cancel the existing membership and enroll the patient in a new membership with the updated settings.

Changing the Payment Method on a Patient Membership

Steps

Open the Patient's Chart
Go to Money > Memberships
Click on the Membership
Select the new Card or add a new card
Click

Canceling A Patient's Membership

Steps

Open the Patient's Chart
Go to Money > Memberships
Hover over the Membership and click the icon
Enter a reason for cancellation
Click Cancel Membership

Using a Membership

Patients will automatically be billed for their Membership on the selected card on the schedule indicated in the Membership configuration.

Membership packages will be displayed in Money as an available Package.

FAQ

Q: What happens if a membership payment fails?

A: When a Membership payment fails, a notification will be sent to all users with permissions to access Money. These notifications will persist until the payment has been reprocessed or the Membership has been cancelled.