Memberships that run themselves.
The membership lives in the record, not in a spreadsheet beside it, so enrollment, billing and benefits stay in one place.
Recurring revenue shouldn’t live in a spreadsheet.
Most practices bolt a membership program onto software that was never built for one: a subscription tool over here, a charge list over there, and a staff member reconciling what each patient has left.
P2P AI treats the membership as part of the record, not a workaround beside it.
One Plan. Every Step.
From the package you build to the visit a member books, the membership and the record are the same system.
Build the plan
Price by month, quarter, year, or program. Decide what each plan includes and how those entitlements release: all at once, evenly, monthly, or in phases you define.
Member self-service
Patients enroll with a saved payment method, book without calling the front desk, and message their care team, all in the portal they already use.
Coverage, applied
Every booking is priced against the membership before it is confirmed (included, discounted, or cash-pay), and coverage applies automatically at checkout.
Commitment periods
Set the commitment length and a grace window, so a plan’s terms are explicit from day one.
Early-termination terms
None, a percentage, or a fixed number of months (defined per package).
Organization- or clinic-scoped
A multi-location group can share one set of plans, or let each clinic run its own.
Custom-built plans
Basic info, pricing, benefits, visit types, services, and products, then a full review before anything goes live.
Enrollment to payment, without the follow-up.
The patient enrolls
A patient joins a plan in the portal and saves a payment method. No paperwork passes through the front desk.
Charges schedule themselves
Monthly, quarterly, and annual recurring charges follow the billing model set on the package.
A daily processor collects
Recurring charges run on schedule, with double-billing protection, so a retry or an overlap never charges a patient twice.
The record stays complete
Every charge lands against the membership. No invoice chasing, no month-end reconciliation ritual.
Everyone can see what’s left.
P2P AI maintains a live benefit ledger across every active membership,
so the front desk stops guessing and the patient sees coverage before they confirm.
Released, scheduled, consumed
A live ledger per membership. Your front desk stops guessing at what a patient has left.
Coverage before confirming
In the portal a patient sees whether a visit is included, discounted, or cash-pay before they book it.
Auto-applied to the invoice
Coverage applies automatically at checkout. Fully covered charges still generate an invoice, so the record stays complete.
One chart
Charting, labs, medications, and treatment plans live in the same record the membership draws from.
One ledger
Benefits, invoices, and payments reconcile against each other instead of against a spreadsheet.
One portal
Patients enroll, book, message, and pay in the place they already use, and see what a plan covers before they confirm.