How do I create a new subscriber?

1. Start a new subscription

• Go to the Subscribers tab

• Click Create Subscriber at the top right

• The Location field will be pre selected based on your user access

2. Select plan and billing options

• Choose the Plan

• Select the Billing Frequency

• Set the Plan Start Date

  • Defaults to today

  • You may backdate or set a future start date

3. Enter patient information

• Use Patient Lookup to pull the patient’s PMS record using their chart ID

• If the subscriber is younger than 16, enter the responsible party’s communication details

• Update the billing address if needed

4. Add dependents (optional)

• Click Add Dependent

• Enter first name, last name, and date of birth for each dependent

5. Enter payment information

Accepted payment methods include:

• Credit card

• Debit card

• HSA or FSA card

Note: Prepaid cards can only be used for one time annual plans.

6. Confirm and complete enrollment

• Review the terms and conditions with the subscriber

• Check the box to confirm agreement

• Click Start Subscription

A payment confirmation message will appear. The subscriber can use their benefits immediately, and an invoice and welcome email will be sent to the primary subscriber.