Membership billing
Recurring monthly dues collected automatically, plus invoices and text-to-pay links for anything outside the membership.
Your website, membership agreement, payments and scheduling, connected. Patients join and pay before they book, and Medex handles the rest.
Your DPC website explains your membership and invites patients to join.
The patient completes your membership application and signs your DPC agreement online.
The first membership payment is collected, and monthly billing is set up automatically.
Once payment clears, the patient gets your booking link and intake forms.
Dues renew each month, and reminders and messages keep members engaged.
Many DPC practices piece this together from a website builder, an e-signature tool, a payment processor and a scheduler. In Medex it's one connected flow. Websites and e-signatures are on the Professional and Premium plans.
Recurring monthly dues collected automatically, plus invoices and text-to-pay links for anything outside the membership.
Members read and sign your DPC agreement online, and the signed copy is saved to their record.
Professional and PremiumA website that explains your membership, answers common questions and takes new members straight into enrollment.
Professional and PremiumMembers book online, get automatic reminders by text and email, and receive intake forms before their first visit.
Texts, email, web chat and calls in one shared inbox, so members can reach your team the way DPC promises.
A private portal where members can access courses, resources and community content you publish.
Professional and PremiumMedex runs the membership side of your practice: enrollment, agreements, dues and patient communication. Keep your EHR for charting and connect it to Medex so information is entered once.
AI agents can answer member texts and chats, take calls and draft review replies. They switch on with a Medex AI plan from $47 a month, or you pay only for what you use.
See Medex AI pricingClaire is an AI receptionist already built and trained for medical practices. She answers calls and books appointments, and can be added to your Medex account.
Meet ClaireTry every feature free for 14 days. Your 1-hour setup session is included.
Prefer it done for you? See Lake Health Alliance