One-Click Membership Signup

Topic

Patient Enrollment

For

Front Office Team

Read Time

~3 minutes

Enrolling patients into your membership plan has never been easier. With One-Click Membership Signup, you can pull patient data directly from your practice management software (PMS) and start their membership in seconds, with no duplicate data entry required.

Accessing One-Click Signup

1. Open the patient list. From your dashboard, open the Today’s Appointments panel or View Patient List.
2. Pick a patient. Locate the patient you want to enroll; patients without active insurance or membership are ideal opportunities.
3. Click their name. Click directly on the patient’s name to begin enrollment.

Note

PMS integration must be active for this feature to work.

What happens next

When you select a patient from today’s list:

• Automatic import: Their information (contact details, appointment data, and so on) is instantly pulled from your PMS.
• Membership ready: The patient record is primed and ready for a new membership signup.
• Quick enrollment: With just two additional clicks, you can add a membership, update any missing details, and accept payment right away.

Why use One-Click Signup?

• Save time: No re-entering patient details; everything flows from your PMS.
• Engage at the right moment: Spot opportunities while patients are in your chair.
• Boost conversions: Convert non-members or uninsured patients into paying members during their visit.

Best practices

• Check for labels in the Today’s Appointments panel:
  • Expired membership -> a chance to re-enroll.
  • No insurance listed -> a strong membership candidate.
• Use the signup flow during check-in, treatment discussion, or payment; the process is quick and works naturally in patient conversations.
• Always confirm insurance details with your PMS. The feature provides visibility but is not insurance verification.

For a tour of the panel this feature works from, see Today’s Appointments Feature.