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Introduction to Consumer Direct

Consumer Direct is where your practice manages direct-to-consumer programs, including memberships, packaged services, and cash-based plans.

Instead of processing everything through insurance, Consumer Direct allows your team to create structured plans that patients can enroll in directly.

Use Consumer Direct to:

  • Create and manage membership plans

  • Define included services and pricing

  • Enroll and manage members

  • Handle recurring payments and billing

  • Track participation and activity

This keeps consumer programs organized in one place and separate from traditional insurance workflows, so your team can manage enrollment and billing clearly and consistently.