Memberships in ChiroSpring 360

Membership and subscription are often used interchangeably to describe a business model based on recurring payments. ChiroSpring 360 Pro & Pro+ plans include our patient membership feature to help you reach your business goals.

1. Navigate to your left hand menu & go to SETTINGS - CLINIC - CUSTOMIZATION

2. In the Customization pop-up, go to the "PMR & Billing Settings" tab:

3. Toggle ON "Enable Patient Membership" & your desired write-off settings:

4. "Save"

Settings > Billing > Memberships & Plans > Click "+ Add Membership Type" (in lower right corner of screen)

1. Type Membership Name
2. Select services
   1. Procedure Codes
   2. Products
3. Update Price
4. Include Custom Text, if you'd like your patients to sign up for memberships online

• Navigate to your patients Treatment Dashboard
• "Membership" will display at the top of the dashboard page
• Click "+" to add a membership
• Select Membership Type
• Choose a Start Date
• Scheduled Payment, One Time Charge, or No Payment
  • Scheduled = reoccurring monthly charge*
    • ChiroSpring Pay must be activated
    • Card must be saved on patient file
    • If the membership starts today, the scheduled payment will be triggered 1 hour after it is saved.
    • If the membership is set to start anytime in the future, payment will be triggered at 5:00 AM CST on the chosen date.
  • One Time Charge = does not reoccur and payment is registered for one month
  • No Payment Entry = starts membership & payment can be set at a later date
• Payment Options
  • Card on File*
  • Method: Check, Cash, Credit Card or Other

We understand things change. Upgrades, downgrades, or cancelations, we can handle it

To make changes to the patients membership, you need to terminate the current plan to start a new one.

You have two termination options

1. Patient wants to terminate plan
   1. this selection will not terminate during the billing cycle
2. Terminate effective today
   1. this selection will terminate at end of day