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Documentation Index

Fetch the complete documentation index at: https://docs.decodahealth.com/llms.txt

Use this file to discover all available pages before exploring further.

Prerequisites: Your clinic must have memberships configured. Only plans with Show in patient portal turned on appear here — staff-only plans are hidden, though existing members can still view a plan they’re enrolled in.
Where to find it: Click Memberships in the sidebar. The Memberships page lets a patient browse the membership plans your clinic offers, enroll in one, and manage their active enrollments.

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Browse plans

Each plan appears as a tile showing:
  • Plan name and short description
  • Price per billing cycle (for example, $50 / month)
  • One-time setup fee, if any
  • Headline benefits — global discount percentage and any recurring patient credit
  • An Enrolled badge if the patient is already on the plan
Clicking a tile opens the plan’s detail page.

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Plan details

The detail page expands on the tile with:
  • Benefits — discount percentage on all services, recurring credits, and any per-category discount templates
  • Details — billing frequency, whether the plan auto-renews, the minimum term in billing cycles, and any maximum number of renewals
  • Fee Schedule — the price for each billing cycle when it differs across cycles (for example, an introductory rate)

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Membership permissions

Membership actions follow your patient portal permissions:
  • View memberships shows the Memberships page, membership links, and membership details in Billing.
  • Purchase memberships lets patients enroll online. When it is off, patients can view plans but are told to contact the clinic to enroll.
  • Cancel memberships shows Cancel Membership for active memberships. When it is off, patients are told to contact the clinic.
  • Add payment methods and Set default payment method control whether patients can add a new payment method or use Change Card for future membership charges.

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Enroll in a plan

1

Open the plan

Click a plan tile on the Memberships page.
2

Choose when to start

Use the Pay Now / Pay Later switch. Pay Now enrolls the patient and charges them today. Pay Later schedules the enrollment to start on a future date.
3

Pick a payment method

The patient’s default card or bank account is selected automatically. To use a different one, pick from the Pay with a different method menu, or click + Add a new payment method to enter a new card.
4

Pick a start date (Pay Later only)

Choose any date from tomorrow onward. The first charge happens on that date.
5

Review and confirm

The summary shows the setup fee, the first cycle’s price, and the total due today (or on the start date). Click Enroll and confirm in the prompt that appears.
After a successful Pay Now enrollment, the page reloads with the Enrolled badge. Pay Later enrollments show on the Billing page until the start date arrives. If a Pay Now charge fails, the patient sees an error and is asked to contact the clinic — no enrollment is created. If a Pay Later charge fails on the start date, the membership moves to Delinquent and staff resolve it from the Members table; the patient is not retried automatically.

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Manage an active membership

On an enrolled plan’s detail page, the patient can:
  • See the billing payment method currently on file for the membership.
  • Change Card — pick a different card or bank account for future charges, or add a new one. Future cycles bill the new method; previously-charged cycles are not affected.
  • Cancel Membership — only available when Cancel memberships is on. Otherwise, a note instructs the patient to contact the clinic.
The portal’s Billing page also lists every active membership with its status, next billing date, and payment method on file.

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Configure portal settings

Under Settings > Patient Portal > Configuration, use Portal permissions to control whether patients can view, purchase, and cancel memberships online.