What your patient sees when they join or manage a membership
Patients can join your membership plan on their own and later manage it themselves. This page shows both screens so you can help over the phone.
Who can do this: Owners and Office Managers set up plans. See Set up membership plans. Anyone can use this page to help a patient.
The signup page
Section titled “The signup page”Your signup page is the link you copied from Front Desk → Membership Plans → Your signup page. Put it on your website, in reminders and at the front desk.
If your plans aren’t live, or you’ve paused or are winding down, the page says Not open right now with your phone number.
When it is open, the patient:
- Reads the plan cards. Each shows the price, what’s included, and (when you’ve entered usual costs) what the care would cost paid visit by visit.
- Chooses a plan and, if your plan offers both, Pay monthly or Pay yearly.
- Fills in About you: First name, Last name, Date of birth, Mobile number and Email (optional).
- Reads Before you join: the price today, the next charge date and the renewal terms. They must tick a box that says the membership renews automatically and your office will charge their card. There is a link to your full plan terms if you set one.
- Enters their card in the card boxes, with the expiry date, security code and ZIP.
- Clicks Join.
They see a confirmation with the amount charged and the card’s last four digits, “Your benefits start today”, and a button Open my member page. They’re asked to bookmark it.
The Before you join box also explains the plan’s commitment (the number of months is your plan’s setting), that canceling stops the membership renewing, and that the plan is offered by your office and is not dental insurance.
The member page
Section titled “The member page”Members reach it from the link in the emails NixDent sends them (or the Open my member page button). The first screen says “First, let’s check it’s you.” and asks for their date of birth.
They see:
- What’s included: each benefit, how many are available now, and when the next one unlocks. Their benefit year dates.
- Your payments: the amount, per month or per year, the next billing date and the card on file (brand and last four digits).
- A note when you’ve given notice of a price change, and what the patient can do about it.
- If a payment didn’t go through: “One payment didn’t go through”, and a way to pay what’s owed.
- Buttons: Update card, Cancel membership, and Keep my membership (shown after they cancel, until the term ends).
When they cancel, the page explains that this stops the membership renewing, that they keep every benefit until the plan ends, and that payments already made aren’t refunded. They’re emailed a confirmation.
If a patient added their card on their own link after you signed them up at the desk, they first see Keep your membership and Before you add your card, with the same auto-renewal tick box.
Common problems
Section titled “Common problems”“This link isn’t valid.” The link may be old. Ask the patient to use the most recent email from NixDent.
The patient says they can’t cancel. The cancel button is on the member page only, not on the patient card. Point them to their member page. See Members, renewals and cancellations.
The patient wants to change their card. They use Update card on the member page.