> ## Documentation Index > Fetch the complete documentation index at: https://help.elationhealth.com/llms.txt > Use this file to discover all available pages before exploring further. # Membership Management - How to enroll patients in membership plans > Learn how to use Elation's Membership Management feature to manage membership enrollments. 📖 **RECOMMENDED READING** Before enrolling any patients, you must first create your various membership plans. We recommend reading the [How to Manage Plans](/articles/Using-Elation-Membership-Management-to-Create-Membership-Plans-and-Manage-Enrollments) article before learning about how to enroll patients in plans. ## Overview ### How do I enroll a patient in a membership plan? You can enroll patients in one or multiple membership plans simultaneously. When enrolling a patient, you can: * Specify the plan(s). * Set a primary member (for group enrollments). * Override the pre-determined billing amount (if needed). * Set a start date. * Automatically charge payment information on file (if available). You can also allow patients to [submit an enrollment request](/articles/Membership-Management-Patient-Self-Enrollment). ### What happens after patients are enrolled in a membership plan? Once enrolled * The patient will receive an email notification about the enrollment. * If the patient has payment information on file: * they will be charged within 24 hours of the start/renewal date. * they can choose to split the total charge across multiple payment methods on file. * If the patient does not have payment information on file, they will be sent a payment request on the start/renewal date. * The patient remains on the membership plan until you manually un-enroll them. To view or edit a specific patient's membership plan(s): * Go to the patient's **Demographics** -> **Insurance, Payment & Membership** section OR * Go to **Reports** -> **Membership Report**. ## Workflow Instructions ### Enrolling a patient in a membership plan **1** Open the Membership Enrollment Form using one of the following workflows: 1. Clicking the **Membership** button at the top of your Practice Home. 2. Opening the patient's demographics and clicking **+ add membership plan** in the **Insurance, Payment & Membership** section. **2** Fill in the following details: * **Plan members**: The names of all the members that belong to the plan. If you're enrolling a patient from their demographics then this field will automatically be populated with their name. * Individual Plans - This will just be the patient and they will be the primary member by default. * Group Plans - The primary member of the plan (typically the one paying) should be listed first, followed by the other plan members. * **Plan name**: Select the plan from your list of [membership plans](/articles/Using-Elation-Membership-Management-to-Create-Membership-Plans-and-Manage-Enrollments). * **Amount**: The total amount the primary member is to be charged each time the membership renews. * The default amount will be the Billing Amount assigned to the membership plan. To adjust the **Amount**, click **Override**. * If you override the default Billing Amount of a membership plan for a specific patient, the new amount will remain in effect even if you change the default Billing Amount of the entire membership plan. * **Start date**: The start date of the membership plan. * The default start date will be **today**. **3** To allow patients to split a total charge across multiple saved payment methods, make sure to select **Automatically charge payment method on file** . If the patient has a card on file and you want to automatically charge the card, check the **Automatically charge payment method on file** box. **4** Click **Enroll** .