Using the One-Click Member Signup Feature
Enrolling patients into your membership plan has never been easier. With One-Click Membership Signup, you can pull patient data directly from your practice management software (PMS) and start their membership in seconds — no duplicate data entry required.
Accessing One-Click Signup
Step 1: From your dashboard, open the Today’s Appointments panel or View Patient List.
Step 2: Locate the patient you want to enroll. Patients without active insurance or membership are ideal opportunities.
Step 3: Click directly on the patient’s name.
Note: PMS integration must be active for this feature to work.
What Happens Next
When you select a patient from today’s list:
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Automatic import: Their information (contact details, appointment data, etc.) is instantly pulled from your PMS.
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Membership ready: The patient record is primed and ready for a new membership signup.
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Quick enrollment: With just two additional clicks, you can add a membership, update any missing details, and accept payment right away.
Why Use One-Click Signup?
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Save Time: No re-entering patient details — everything flows seamlessly from your PMS.
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Engage at the Right Moment: Spot opportunities while patients are in your chair.
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Boost Conversions: Easily convert non-members or uninsured patients into paying members during their visit.
Best Practices
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Check for labels in the Today’s Appointments panel:
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Expired membership → A chance to re-enroll.
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No insurance listed → A strong membership candidate.
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Use the signup flow during check-in, treatment discussion, or payment — the process is quick and works naturally in patient conversations.
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Always confirm insurance details with your PMS; the feature provides visibility but is not insurance verification.
Support
For assistance with One-Click Membership Signup, contact our support team at support@smileadvantage.com