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A membership is a recurring plan a patient subscribes to — a chronic-care package, an antenatal programme, a corporate health retainer. ClinikEHR collects each period’s payment and settles it to your hospital’s own payout account, so nobody is chasing the same people every month.

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Before you start

Memberships need a payout account that is fully connected and able to accept charges. Until then the screen shows Connect payouts to sell memberships with the exact reason, and every create button is disabled. Which provider you use is decided by your hospital’s currency, not by preference: A half-finished connection counts as no connection: “Finish Stripe onboarding (charges not yet enabled) to sell memberships.” Go back and complete it. See Online payments.

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What you’re looking at

The heading reads Memberships — “Create recurring plans your patients subscribe to. Billing settles to your connected payout account; ClinikEHR keeps a 1.9% fee.” Along the top: Collections, Share signup page (or Set up link before you claim an address), Enroll member — which appears only once payouts are connected and a plan is active — and New plan. Five tabs: Each plan card shows its name, category, status, price and interval, any free trial, the benefits, and how many members it holds. Empty state. A hospital with no plans reads No membership plans yet, with Create your first plan — disabled while payouts are unconnected.

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Create a plan

1

Open the form

Select New plan. It says what it is for: “Define a recurring plan your patients can subscribe to. Billing settles to your connected payout account.”
2

Name and price it

Plan name (“e.g. Primary Care Membership”), an optional Emoji and Description, then Price and Per — Month, Quarter or Year. This is what the patient’s card is charged, unchanged, each period.
3

Set the terms

Trial days, Signup fee and Capacity (blank means unlimited). Membership terms URL (optional) links your membership agreement — worth having for anything resembling a care retainer.
4

List the benefits

Under Benefits, add what the member gets — included visits, a service credit, a member discount, an included service or a perk — each with its quantity or percentage. This is the list a patient reads before subscribing.
5

Decide whether it is public

List on public page — “Let patients self-enroll from your booking/membership page.” Leave it off for a plan you enrol only at a desk.
6

Publish it

Set Status to Active (accepting members) rather than Draft (hidden) and save. You get Plan created.

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Enrol a member

1

Open the sheet

Select Enroll member — “Subscribe a patient to a membership plan. They’ll be billed automatically to your connected payout account.”
2

Choose the patient

Step 1. Patient searches with “Search patients by name or email…”.
3

Choose the plan

Step 2. Plan lists your active plans with price, interval, trial and enrolment fee. Only active plans appear.
4

Confirm the card

Step 3. Card on file is the one people skip. With no card the sheet warns: “No card on file. Add one below (or send a setup link) — the first charge will fail otherwise.”
5

Enrol

The footer states what will be charged per cycle. Select Enroll member. A plan with a trial confirms “Trial started — first charge at trial end.”; one without says “Membership active.”
Enrolling a member starts a real recurring charge against their card. The first collection is not a preview. Confirm the plan, the price and the renewal period with the patient before you enrol, and check the card on file is theirs.

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Manage members

The Members tab filters by status — Active, Trial, Past due, Paused, Canceled — and by plan. Cancelling asks how: Cancel at period end “keeps their care active until the current cycle is paid through (recommended)”, while cancelling immediately “ends it now and stops future billing”. For a clinical membership, period-end is almost always right. Failed collections appear under Transactions; an expired card needs the member to update it, not a retry.

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Who can do this

Role decides everything here, and it is unusually blunt: only clinic owners and managers can manage memberships. That is not adjustable through per-person permissions, because enrolment starts a recurring charge and belongs with the people accountable for the hospital’s money. Permission adds nothing on top of that role rule for this screen. What does gate it, besides role: Enforcement elsewhere is opt-in per person — a colleague never saved in the permissions sheet is unrestricted, and the sheet warns “Saving starts enforcing” — but the owner-and-manager rule here applies regardless. A denied action is recorded; an allowed one is not.

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Check it worked

  • Plans (n) shows your plan, and the create buttons are enabled rather than greyed out.
  • Your public signup page loads at the address you claimed, showing the plan and its price.
  • After the first enrolment the member is under Members, and the collection is under Transactions.
  • MRR on the Overview tab reflects the new subscription.

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Common issues

Your payout account is not connected, or not yet able to accept charges. The banner names the reason — fix it under Settings → Online Payments.
It appears only when payouts are connected and a plan is Active. A plan left at Draft (hidden) does not count.
“Only clinic owners and managers can manage memberships.” This one is not adjustable through per-person permissions.
“Add-ons are a Team feature.” Plans themselves work from Essential upward, and every Enterprise hospital has both.
Plans with members cannot be deleted — “archive them instead to keep billing history.” Archiving stops new signups without erasing what was collected.
Look under Transactions. An expired card needs the member to update it, not a retry.

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FAQ

A 1.9% platform fee, stated in the page’s own subheading. Your payment provider’s fees are separate.
Yes, where the plan includes a discount or credit. A member is badged in the invoice patient picker and member pricing applies automatically.
Yes, for any plan with List on public page switched on. See Membership settings.
The first real charge is taken. The member’s status moves from Trial to Active, and the collection appears under Transactions.
Yes — the Members tab offers a plan change on the row, without cancelling and re-enrolling.