How to Add a New Membership Plan to Your zHealth Account
Membership plans are care plans that chiropractic practices offer directly to your patients. Patients pay a subscription fee to your practice. You design the plan and set the pricing. The plans can be set on a monthly basis or for one time, but it's entirely up to you.
Note: Membership Plans work best if you're using the integrated payment system - NCMIC or zHealthPay. Recurring payments can only be automated if you're using NCMIC or zHealthPay.
 1. Access your zHealth dashboard. Hover the cursor over to your name on the top right corner. |
2. Click on the third option - Update Info - from the dropdown menu. |
3. On the Update Info section, click on the last tab - Membership Plans. |
4. On the Membership Plans tab, click on 'Add Membership'. A pop-up window opens. |
5. To add a new membership plan, enter the following details: a. Plan Name b. Plan Type - One Time, Monthly, Weekly or Custom* c. Number of Visits** d. Amount ($) e. Click 'Add' *Note: For the 'Monthly' or 'Weekly' plan types, you can set recurring payments. The Monthly or Weekly Plan will renew itself every single month on a specific date. To enable automatic monthly recurring payments, your practice needs to have NCMIC integrated payment system or zHealthPay. For the 'One Time' plan type, you cannot set recurring payments. For 'Custom' Plan Type, you can set frequency like every 2 weeks, days, months, etc. **Note: For the Monthly or Weekly Plan Types, the number of visits remaining on the patient's membership plan at the end of the month will NOT be carried over (rolled over) to the following month or week. |
6. The new Membership Plan will be added to your list of plans. You can edit the plan details by clicking the 'Edit' icon or delete a plan by clicking the 'Delete' icon. |
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