Finance Membership Scheme Payment Methods

Membership Scheme Payment Methods

Introduction

A membership scheme grants enrolled patients preferential treatment — reduced consultation fees, pharmacy discounts, priority appointments, or access to specific wards. The payment method configuration within a membership scheme controls how members can pay and what discounts are applied automatically when their membership is active.

Navigation

Main Menu → Administration → Membership → Schemes OR Main Menu → Configuration → Finance → Membership Schemes

What a Membership Scheme Configures

Setting	Description
Scheme Name	Name of the membership plan (e.g., "Gold Health Card")
Duration	Membership validity period (months or years)
Fee	Enrollment or renewal fee
Allowed Payment Methods	Which payment methods members can use
PatientPoints	Whether members earn and redeem points
OPD Discount	Discount on OPD consultation and services
Pharmacy Discount	Discount on pharmacy purchases
Channelling Discount	Discount on channel appointment fees
Inpatient Discount	Discount on inpatient charges (if applicable)

Configuring Payment Methods for a Membership Scheme

1. Open the membership scheme.
2. Navigate to the Payment Methods tab.
3. Enable or restrict payment methods as needed:
   • Enable PatientPoints if members earn and redeem loyalty points.
   • Enable eWallet if the scheme is linked to a mobile payment provider.
   • Restrict or require specific methods to enforce scheme rules.
4. Save.

PatientPoints Integration

When the membership scheme enables PatientPoints:

• Members earn points on eligible transactions (e.g., 1 point per Rs 100 spent).
• Points accumulate in the patient's account.
• At billing, the cashier selects PatientPoints as the (full or partial) payment method.
• The system deducts the equivalent value from the patient's point balance.

Membership Discount at Billing

When a patient with an active membership visits:

1. The billing system detects the active membership from the patient record.
2. Applicable discount rules for the scheme are loaded automatically.
3. Discounts are applied before the total is presented to the cashier.

If the membership has expired or is not active, discounts are not applied.

Enrolling a Patient in a Membership Scheme

1. Go to the patient record.
2. Click Enroll in Membership.
3. Select the scheme and enter the enrollment date.
4. Collect the enrollment fee (if applicable) using any allowed payment method.
5. Print the membership card or certificate.

Renewing a Membership

1. Locate the patient's membership record.
2. Click Renew.
3. Collect the renewal fee.
4. The new expiry date is calculated from the scheme's duration.

Technical Reference

Item	Detail
Entity	MembershipScheme, PatientMembership
Points	PatientPoints payment method in PaymentMethod enum
Discount integration	Membership lookup during billing → discount rules applied
Related	OPD Discount Rules, Pharmacy Channelling Discount Rules