Memberships
Monthly, quarterly or annual, with enrollment fees, terms and automatic or staff-led renewal.
Built natively into Wellpro.
Paid on time, in one record.
Wellpro runs memberships, programs, packages and one-off charges for direct primary care, concierge, functional medicine, longevity, integrative and precision medicine practices. Billing lives in the same record as the chart and the care plan, so your team sells, bills and delivers care from one system, and patients see exactly what their membership includes.
Set up what your practice sells once and publish it. Wellpro handles the billing, the agreement and what each patient has used.
Monthly, quarterly or annual, with enrollment fees, terms and automatic or staff-led renewal.
Fixed-term programs paid in full or as a deposit plus monthly installments, with early payoff.
Prepaid visit and session packs, drawn down at each visit.
A priced menu of visits, injections, IVs and scans, charged at the desk or to a saved card.
Visits, consults and scans per month, quarter or year, or unlimited, with rollover and expiry.
One guarantor, age-based pricing and a family maximum, with each member’s balance kept separate.
Member discounts on services and packages, plus coupons and promo codes.
HSA and FSA cards accepted, with a check against the HSA rules for direct primary care.
Most practices spread enrollment across a contract tool, a payment tool and email. Wellpro puts it in one link.
Wellpro runs your billing schedule, so your team handles exceptions instead of chasing payments.
Saved cards and bank accounts are charged on each billing date, and Wellpro sends itemized receipts and statements.
Retries, a grace period you set and an update-card link by email, plus a warning before a saved card expires.
Pause, resume, cancel at the end of a period, or convert to a longer program with credit for what was paid, applied under your own agreement terms.
Every chart has a membership tab with the plan, balance, credits, saved cards and included services left. Take payments at the desk by card reader or saved card.
Renewals due, past-due accounts, upcoming installments and refunds in one place, with roles that keep larger refunds with a billing admin.
Thrive, the patient app branded for your practice, shows each patient their membership, what’s included and their invoices, and lets them update a card or pay a balance.
Monthly recurring revenue, active members, churn, past-due balances and aging, upcoming installments and renewals, and payouts reconciled to every charge. Superbills and CMS-1500 forms export from the signed note, and everything exports to your accounting system.
Employers cover all or part of a membership by invoice, and the member pays the rest by card.
Claims submitted from the signed note, with payer payments posted to the same record.
Ask about revenue, renewals and collections in plain language and get charts and exports back.
Keep taking some payments in GoHighLevel, Hint or your current system while you move. Staff record those payments in Wellpro, so every balance stays complete.
Import members, plans, next billing dates and balances from any CSV, including Hint, Practice Better and OptiMantra. Most practices are live in weeks.
One that runs memberships in the same record as care. Wellpro handles age-based and family pricing, enrollment from one link, recurring billing, HSA and FSA cards and failed-payment recovery inside the AI-native EHR your team already charts in.
One that handles more than a monthly fee. Wellpro runs memberships, fixed-term programs with payment plans, prepaid packages and member pricing, and tracks what each patient has used against what their plan includes.
Yes. HSA and FSA cards are accepted like any card, and Wellpro checks direct primary care memberships against the HSA rules, so patients know whether their plan qualifies.
Yes. Programs can be paid in full, with an optional discount, or as a deposit plus monthly installments. Patients can pay off early, and a program can convert to a longer one with credit for what was already paid.
A household shares one guarantor and one billing account. Pricing can use age bands and a family maximum, and each payment is split across the members’ records so every balance stays accurate.
Wellpro retries on a schedule you set, emails the patient a secure link to update their card, and applies your grace period before benefits pause. Your team sees every past-due account in one list.
Yes. Your practice is the merchant. Payments go to your practice’s own account and pay out to your bank.
Stripe payments are built in and set up inside Wellpro. Wellpro can also work with other merchant services and processors, and payments taken elsewhere can be recorded so balances stay complete.
Yes. Patients can choose a membership and join from your website or booking page, or your team can send a personal offer by email.
Wellpro exports superbills and CMS-1500 forms from the signed note today, so claims can be filed. Insurance claims submitted from Wellpro are coming soon.
No. The processor receives only what a payment needs, such as the name, the amount and a generic item name. Diagnoses, services and program names stay in Wellpro, and Wellpro sends the receipts.
Yes. Wellpro can run alongside them, and your team records payments taken there so balances stay complete. When you’re ready, import members, plans and balances from any CSV.
Employer billing is coming soon. Employers will be able to cover all or part of a membership by invoice, with the member paying the rest by card.
Bring your current plans and prices. We will show you how they run in Wellpro, from the offer to the first payment.
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