You may want to offer your patients a membership scheme which may be paid monthly or annually. Within Heydoc, you can create a membership product, assign a membership to a patient record and generate invoices automatically for a patient with a membership.

To set this up click "Products", you will see a list of all your current products:

Click "Add product" as above and fill in the "Product details" below. In the "Product type" always select "Membership" and particular fields will appear,  click "Save" once complete:

If you would like these members to be auto-invoiced then you can switch that on by going to "Settings" then "Invoice and payment" and check the Auto invoice tick box:

To make patients members, click on "Patients", you will see a list of all your patients:

Then select the patient and click on the edit icon to enter their file:

Scroll down until you see "Membership details", the tick box for "Membership active" will be unticked:

Tick the box and fill in the appropriate details, click "Save" once complete:

The invoice outlining the membership payment will be generated automatically in the patient file if you've selected auto-invoice as above in "Invoice settings", this will generate monthly or annually as you request. Please note that these invoices are generated but not sent and will need to be manually sent to your patients:

To view all your membership invoices, go to "Invoices" and click 'Show only active' as circled below, and select 'Show memberships'. This will bring up a list of all the invoices auto-generated for your members:

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