Hormone Clinic Membership Program System | TRT HRT BHRT Tier Builder (Digital Download)

✨ Run a hormone clinic membership program that renews cleanly, communicates boundaries clearly, and keeps TRT/HRT/BHRT members moving through visits, labs, and refills without constant one off explanations. This system is for clinics that want a predictable member experience and a predictable workload—so membership operations don’t depend on who answers the portal message.
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🧩 System/workflow, not a random bundle—it locks your program rules first (renewal term, cutoffs, proration approach, pause limits, payment failure timeline, response times) and then carries those decisions consistently across the entire member lifecycle. Most basic packs give a tier menu and a generic agreement; this system adds a Policy Decision Matrix, Tier Builder with a clarity test, renewal reminder + payment failure notice sequences, pause/cancel/tier change workflows with effective date confirmation and proration rules, clinical policies for refills/labs/messaging/no shows, a portal setup guide, a communication cadence calendar, and internal QA tools (audit scorecard, billing reconciliation, KPI scorecard) plus a dashboard tracker that functions as an action center. Start Here routing, a 60 minute implementation map, and troubleshooting are included so rollout stays clean for small teams.
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🔍 Use this to solve the membership problems that create friction and scope creep:
•    Renewals catch members by surprise → predictable reminders and cutoff language reduce disputes
•    Payment failures turn into awkward chasing → an escalation sequence creates clarity and faster resolution
•    Staff promise benefits outside a tier → benefits/boundaries language keeps delivery consistent
•    Pause/cancel requests are messy → confirmed effective dates keep records and billing aligned
•    Clinical requests spill beyond membership scope → policies set timelines and route the right next step
•    You can’t see what’s due this week → the tracker dashboard shows due soon/overdue next actions
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📦 You receive a complete membership operating system (31 templates + tracker, with US Letter and A4 print sets), grouped by purpose:
•    Program rule lock in tools (decision matrix + default placeholder mapping so every document matches)
•    Tier design + tier menu set (tier builder worksheet + tier comparison one pager for 1–3 tiers)
•    Member onboarding pack (welcome packet, portal setup guide, patient-facing FAQ, benefits/boundaries handout)
•    Agreement + billing authorization set (membership agreement + billing authorization/auto renew consent language)
•    Renewal + payment notices library (multi step renewal reminders and payment failure/card update notices with calm escalation)
•    Member request forms + confirmations (pause request, cancellation request, tier change request, side effect/adverse event report form)
•    Core policy suite (refill & medication delivery, labs ordering/results communication, secure messaging/response times, no show/late cancel)
•    Internal operations SOPs (program SOP mini manual, enrollment checklist, team roles + daily/weekly routines, communication cadence calendar)
•    Quality + reporting tools (monthly membership audit scorecard, monthly billing reconciliation checklist, program metrics/KPI scorecard, membership visit note template)
•    Tracker dashboard (Excel/Sheets action center with LOG + FOLLOW_UP + LISTS)
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🛠️ Recommended rollout order (built to finish in one working session):
1.    Complete the Policy Decision Matrix (renewal term, cutoffs, proration, pause limits, payment retry timeline, response times).
2.    Run QuickFill once so clinic header + your defaults populate consistently across member-facing language.
3.    Build tiers using the Tier Builder, then publish the Tier Comparison one pager with clear “included vs not included” boundaries.
4.    Customize the Membership Agreement + Billing Authorization/Auto Renew consent, then select your renewal reminder sequence and payment failure sequence.
5.    Choose one tracker (Excel or Sheets), set tier names/status lists, and test with 2–3 members end to end (enroll → renewal → pause/cancel).
6.    Train the team with the Enrollment Checklist + Daily/Weekly Routines, then maintain consistency with the Monthly Audit + Billing Reconciliation.
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💻 File types include editable DOCX templates, print ready PDF sets (US Letter + A4), and XLSX trackers; Microsoft Word and Excel are recommended, and a Google Sheets labeled tracker is included (some formatting may display slightly differently after import). 
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🔒 License + Use (Important) :
✔️ Use for your own clinic / practice (single business)
❌ Not for resale, redistribution, or “template bundle” re-packaging
If you operate multiple locations or offer patient materials as a service, you’ll need the appropriate license upgrade :
• “Extended Clinic License Upgrade (Multi‑Location / Multi‑Domain)”
• “Agency / Multi‑Client License Upgrade”
License upgrades are PER PRODUCT. If you buy multiple MedicalSystemsStudio products, purchase the matching quantity of license upgrades.
👉 Important notes :
- Digital download only (no physical product shipped).
- Due to the nature of digital products, returns/exchanges are not available.
- Provided for general business use and should be reviewed/approved for your clinic’s specific requirements and local regulations.