> ## Documentation Index
> Fetch the complete documentation index at: https://help.clinikehr.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Plans and what they include
> How the plan ladders work in each edition, what a plan controls, and why a lapsed subscription loses paid features until billing is fixed.
export const Path = ({steps = []}) =>
{steps.map((s, i) =>
{i > 0 ?
›
: null}
{s}
)}
;
export const Availability = ({editions = ['all'], plans, roles, note}) => {
const list = editions.includes('all') ? ['clinic', 'pharmacy', 'lims'] : editions;
return
Available in
{list.map(e =>
{EDITION_LABELS[e] || e}
)}
{plans ? Plan : null}
{plans ? {plans} : null}
{roles ? Who : null}
{roles ? {roles} : null}
{note ? {note} : null}
;
};
Your plan decides **which features are unlocked and how much capacity you get** inside your workspace. It does not decide which modules exist — that is your edition — and it does not decide who may do what — that is roles and permissions. See [Who can see and do what](/start/roles-and-access).
## The ladders
Each edition has its own ladder, and you move up and down within it. You never move between editions. See [The three editions](/start/editions).
| Edition | Plan ladder, cheapest to richest |
| - | - |
| Clinic & Hospital | Free → Essential → Team → Enterprise |
| Pharmacy | Starter → Professional → Business → Enterprise |
| Diagnostics | Starter Lab → Professional Lab → Business Lab → Enterprise |
Only Clinic & Hospital has a **Free** plan. Pharmacy starts at **Starter** and Diagnostics at **Starter Lab**. Clinic & Hospital no longer sells a Starter plan — a small number of clinics who bought it before it was retired keep it; see [Legacy plans](/platform/plans/legacy-plans).
The names are not interchangeable between ladders. A Diagnostics plan is called **Professional Lab**, not "Professional", and Clinic & Hospital has no Professional or Business tier at all — so a feature described as needing "Essential" is describing the clinic ladder and has no equivalent rung in the other two.
**Enterprise is priced individually.** It is the plan for hospitals, multi-branch pharmacy groups and multi-site labs, and its cost depends on your size and structure. Ask us rather than looking for a price on the card.
## Clinic & Hospital prices
| Plan | Monthly | Yearly | Staff seats included | Each extra seat |
| - | - | - | - | - |
| **Free** | \$0 | — | 2 | Not available — 2 is the cap |
| **Essential** | \$99.90 (₦129,900) | \$960 (₦1,248,000) | 3 | \$40 (₦33,000) a month, up to 5 seats in all |
| **Team** | \$250 (₦325,000) | \$2,400 (₦3,120,000) | 5 | \$35 (₦29,000) a month, no cap |
| **Enterprise** | Priced individually | Priced individually | Unlimited | — |
Paying yearly saves about 20% against twelve monthly payments — a little under on Essential, exactly 20% on Team — and the saving is shown on each card when you switch the plan page to **Yearly**. A yearly purchase is billed in full the day you buy it and never includes the paid trial. Prices are shown in US dollars or naira depending on your workspace's billing currency; the plan page always carries the amount you will actually be charged. See [Staff seats](/platform/plans/seats) for how extra seats are billed.
## What your plan actually controls
Four different things, and it helps to keep them apart.
| What the plan sets | What you notice |
| - | - |
| **Which features are unlocked** | Locked cards and upgrade prompts instead of the feature |
| **How much capacity you have** | Caps on records, contacts in the CRM, products in the store, published AI agents |
| **How many staff seats you may have** | The invite is blocked, or charged, at the cap. See [Staff seats](/platform/plans/seats) |
| **Your monthly AI credit allowance** | How many agent runs you get before you top up. See [AI credits](/platform/plans/credits) |
**The shape of your navigation is not set by your subscription.** On Clinic & Hospital it comes from the **clinic type** — Solo Clinic, Team Clinic or Enterprise Clinic — chosen when the workspace was created. Solo and Team get one flat list and call the people you serve **clients**; Enterprise Clinic gets a hospital layout grouped by service line and calls them **patients**, and it is what unlocks **Facility**, **Wards**, **Departments**, **Theatre** and **Role Navigation** in Settings. It is a separate field from your plan and is not something you change by upgrading. See [Care areas](/platform/team/care-areas).
## AI credits by plan
AI agents are a **Clinic & Hospital** feature — a pharmacy or diagnostics workspace has no agents and no credit balance. Clinic & Hospital workspaces are granted these every month:
| Plan | Monthly agent credits |
| - | - |
| Free | 50 |
| Essential | 2,500 |
| Team | 5,000 |
Refill packs are bought separately and never expire. See [AI credits](/platform/plans/credits).
## Locations by plan
Multi-site is a **Clinic & Hospital** feature — one active location is included on every plan; **Team** lifts that to unlimited and adds the Revenue by location report:
| Plan | Active locations | Revenue by location |
| - | - | - |
| Free | 1 | No |
| Essential (including the 30-day trial) | 1 | No |
| Team | Unlimited | Yes |
Downgrading from Team never deactivates or deletes a location — only adding or reactivating one past the new limit is refused. See [Locations](/practice/settings/locations).
## Insurance & billing credits by plan
Separate from AI credits, US insurance work is **charged per use in billing credits** — **100 credits = \$1.00**, topped up from Settings → Billing and spent only when an action actually runs. What your plan *includes* comes first; credits are only consulted after any included allowance is used.
**Included with your plan, every month:**
| Plan | Eligibility checks | Electronic claims |
| - | - | - |
| Free | Pay per use | Pay per use |
| Essential | Pay per use | **35 included**, then pay per use |
| Team | **Unlimited — included** | **50 included**, then pay per use |
| Enterprise | Unlimited — included | Unlimited — included |
Free's manual insurance claims, CMS-1500 forms and eligibility checks are billed at a flat **25 credits ($0.25) per eligibility check** and **50 credits ($0.50) per electronic claim** — no included allowance. There are no claims-AI tools on Free; claims are entered and submitted by hand.
**Per-use cost in credits, where not included:**
| Action | Free | Essential | Team |
| - | - | - | - |
| Eligibility check | 25 | 20 | included |
| Electronic claim | 50 | 35 | 25 |
| Insurance discovery | — | 95 | 80 |
| Claim status check | — | 25 | 20 |
| CMS-1500 PDF | included in the claim | 10 | 10 |
| Payment report (ERA), per claim paid | — | 20 | 20 |
| Coordination-of-benefits check | — | 95 | 85 |
| Claim attachment | — | 95 | 85 |
| eLab request | — | 600 | 600 |
Insurance discovery, claim-status checks, payment reports, coordination-of-benefits checks, claim attachments and eLab requests are Essential-and-above tools — Free's insurance work is limited to entering and submitting a claim by hand and checking eligibility. A workspace still on the legacy Starter plan keeps Starter's own rates; see [Legacy plans](/platform/plans/legacy-plans).
Two rules worth knowing: **a failed action is not charged** — usage is recorded only after the check or claim succeeds — and **the same record is never billed twice**: retrying something that already went through does not spend a second set of credits. e-Prescribing is not metered at all; it is covered by its monthly add-on.
## Try Essential — the paid trial
Clinic & Hospital no longer offers a no-card free trial. New workspaces start on **Free**, with no time limit and no wall — see [What Free includes](#what-free-includes) below.
If you want to try a paid plan first, **Try Essential** costs **\$29.90 (or ₦29,900)** and gives you **30 days of Essential**, after which it converts automatically to the full Essential price (\$99.90/mo, or ₦129,900/mo) unless you cancel. A card is required to start it. The trial fee is a separate charge — it is not credited toward your first month. One trial per workspace — a workspace that has already had a paid subscription, or already used this trial, is not offered it again.
The trial is offered only during a workspace's **first 30 days**. After that, Essential is sold at its full monthly price with no trial, and the card offers **Apply for the Startup Program** instead — see [Startup Program](/platform/plans/startup-program). Choosing **Yearly** skips the trial at any time: the full yearly price is billed that day.
Cancelling during the 30 days does not refund the \$29.90/₦29,900 trial fee, and access continues until day 30. After that, the workspace moves to Free.
Add-ons — **AI Note Taker**, **ePrescribe**, **ePrescribe PDMP** and **eLabs Access** — aren't purchasable on Free or while a trial is running. Each add-on's card on your billing screen shows **Requires Paid Plan** on Free, or **Available After Trial** with the date your trial ends while one is running, in place of **Add Feature**; it opens once the trial converts to a paid subscription, or once you start a paid plan directly.
See [Change your plan](/platform/plans/change-plan) to start or cancel a trial.
## The API access add-on
Every workspace on Team already has [API access](/platform/settings/api-access) to its own non-patient data — inventory, booking availability, CRM pipelines, listing data — at no extra charge. The **API add-on** goes further: it opens the workspace's own patients, appointments, clinical notes, CRM and full inventory to keys the workspace creates itself.
| | |
| - | - |
| **Price** | \$250 a month (₦375,000), on top of your plan. Yearly: \$2,400 (₦3,600,000) |
| **Available on** | **Team** on Clinic & Hospital; **Business** on Pharmacy and Diagnostics — every plan that already has API access. Enterprise includes it in the contract, at no extra charge |
| **Included use** | 2,000,000 requests a month, then \$0.30 (₦450) per 1,000 — billed on the next invoice, never interrupted |
| **Connected organizations** | Up to 10 (3 without the add-on) |
| **Buy it** | Settings → API access → **Add API access**, monthly or yearly. Cancel any time — access runs to the end of the period you already paid for |
Before your patient records become reachable by any key, the workspace **owner** reviews and accepts an API data agreement in the app. See [API access](/platform/settings/api-access) for the full walkthrough.
## What Free includes
Free is not a trial — it has no time limit. It now carries most of what a small clinic needs to take payments and bill insurance, without a subscription:
* Online payments (a processing fee applies), superbills and Good Faith Estimates, and automated invoicing
* Manual insurance claims, CMS-1500/HCFA forms and eligibility checks, billed pay-per-use — see the credits table above
* ICD-10 code autocomplete
* **10 paperless intakes/consents a month** and **5 telehealth links a month**
* Appointment reminders by email
* CSV import and export of your client list (import stays within the 50-client limit)
* ClinikForms signature questions, Excel export and saved response reports (within Free's existing 10 published forms / 100 responses per form / 1 GB storage)
* An online store for up to **100 physical products**, hosted and carrying "Powered by ClinikEHR" branding
* A customizable CRM contact form
Free still holds its own limits — **2 staff seats**, **50 clients** and **one practice location** — and stays on community support. At 50 clients, your booking page, membership signup and new-client registration stop taking **new** clients and tell them, in plain words, to contact you directly; your existing clients keep booking as normal. The same happens to a paid workspace whose subscription lapses, until billing is fixed. Custom notes templates, eSignatures, add-ons and the paid communications and AI-agent tiers all start at Essential; see the plan comparison for the full list.
## The rule that surprises people
**A subscription that is not active or trialing is treated as Free.** A failed card, a cancellation that has run out, an unpaid renewal — any of these drop every paid feature to the Free floor immediately, on every screen, for everybody in the workspace. Nothing is deleted and nobody is locked out of their records, but the paid capabilities are gone until the billing is fixed.
This is why a workspace can appear to "lose" telehealth, insurance or the store overnight with no setting having changed. Check the subscription before you check anything else: under **Billing**, a clinic card reads **Active**, **Trial Active**, **Past Due**, **Cancelled** or **No Subscription**. Anything other than **Active** or **Trial Active** explains the missing features on its own.
## Where to see your plan
Each workspace you own gets a card showing its plan, its status, its **Current Plan** features, its patient or customer usage against the cap, and either **Trial ends** or **Next billing**. Inside a workspace, the same detail is on **Dashboard** → **Subscription**.
## Related
Upgrade, downgrade, cancel and reactivate — and what a downgrade costs you.
Billed per seat in one edition, included in the other two.
Past charges, receipts, and what a failed payment does.
The four gates — edition, plan, role and permission — and which one is hiding your feature.
What a clinic still on Starter, or on an older Essential or Team price, keeps.
This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.