How to Create and Set a Pricing Tier for Patients


The pricing tiers feature allows you to set specific subscription prices for your patients based on their ages. You can do this from your main account tab (Account > Pricing Tiers).

To add a new pricing tier, click the plus sign in the upper right corner. Enter the minimum age, maximum age, and associated price, then click “Add pricing tier.”

If one of your patients needs to be charged outside of the specified pricing tier options you’ve set, you can disable the feature for that specific patient. To do so, you’ll need to uncheck the “Is Based on Age” option from their monthly charge. To access the monthly charge, open the billing page for the patient and hit the edit pencil in the monthly charge you need to update. Uncheck the option and click “Save”.

Clinics Without Pricing Tiers

If you’re not using a pricing tier for your clinic, this feature is still applicable to you. Simply create a pricing tier with a minimum age of 0, maximum age of 120, and set the price you’re offering. This will cover your entire patient-base.

Grandfathered Pricing

Grandfathered pricing is when you retain your old pricing structure for existing patients, while new plans are applied to new patients. It allows you to grow and maintain loyalty at the same time. Atlas allows you to extend grandfathered pricing to your patients!

Create an updated pricing set for new patients while grandfathering in existing patients.

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