Change your plan or add an add-on
Upgrade, change plan, or add extras such as seats and AI review packs.
Useful for Clinic admin Doctor
- Open Clinic Settings and go to Plan. Your plan and Usage are at the top; choose Monthly or Yearly above the Plans.
- Compare the plans. Solo is 1 user (the doctor) with SOAP notes, prescriptions, documents, the patient portal and multiple locations. Duo is 2 users (a doctor and a secretary) and adds the Patient Queue and patient billing with online payments. Clinic Pro is 7 seats in any mix of roles, with extra seats as an add-on, and adds the in-house lab, send-outs, the price list with packages, billing from lab orders, company and HMO billing with Statements of Account, and site-locked front-desk staff.
- On the plan you want, choose Request Upgrade (or Request Change for a cheaper plan). It then shows Request Pending, with the pending request above the plans.
- Choose Pay now to pay through PayMongo and finish the change; it is applied as soon as PayMongo confirms the payment. To back out, Cancel the request.
- On a trial, choose Activate Subscription to go live on the plan.
- To keep a paid plan going, choose Renew on your own plan. It appears from 14 days before the plan ends, and any time after it has lapsed. The new period is added to the end of the one you have, so no days are lost.
- Under Add-ons, set Extra users to add or AI Review packs to add and request them. Add-ons can be bought once the subscription is active.
Common questions
The request is stuck on Request Pending.
Choose Pay now on the pending request to finish it, or Cancel to drop it.
Does a downgrade switch off extra users?
No. People already on the account keep working, but you cannot add new users until you are within the new plan's limit.
What is the coloured notice above every screen?
The clinic's most pressing subscription notice: the days left in a trial, a trial or payment that has run out, a user or patient limit, or the owner's email still to verify. Manage opens Plan; for the owner's email, Resend email sends a new link. Close it with the cross and it stays closed in this browser until the notice changes; the owner's email notice stays until the email is verified, because nothing can be saved before then.
How do I pay for the next month?
On Clinic Settings → Plan, choose Renew on your own plan. It shows from 14 days before the plan ends; before that your plan says Current Plan.
My plan says Complimentary.
DokEMR is providing the plan at no charge, so it has no price, no end date and nothing to renew. To move to a paid plan, choose another plan under Plans; you are told first that this ends the complimentary plan and what you would pay, and if you later stop paying, the clinic does not go back to the complimentary plan.