If you have available subscriptions in your organization's account, it's easy to add a user and assign a subscription. If you do not have any subscriptions available or need a different subscription type, you can purchase one on the Organization Hierarchy page or through the Plans & Pricing tab, depending on your account type.

• Purchasing a subscription for a new user via Organization Hierarchy
• Purchasing a subscription for an existing user via Organization Hierarchy
• Purchasing a subscription for a new or existing user via the Plans & Pricing tab
  • Adding seats
  • Upgrading plans

Purchasing a subscription for a new user via Organization Hierarchy

1. Log in to your Medbridge account.
2. Select My Practice and then select Org Management.
3. On this page you can see how many subscriptions are available. If you have available subscriptions, select Add User to add the user and assign a subscription.
   
   
   
   If you need to purchase more subscriptions, select Organization Hierarchy.
4. In the upper left, select Add User.
5. Enter the user's name, email, and discipline. Be sure to also assign them to a clinic and enter their job title. 
6. Choose whether the user just needs a subscription, just needs a role, or needs both.
7. Select your organization to confirm the subscription will be owned by the organization and select Continue.
8. Under the Purchase section, select the subscription type you would like to purchase. You can only purchase subscription types your organization currently has enabled. If you are interested in additional subscription offerings, please contact your Account Manager or our admin support team.
9. You can enter a new card or use an existing card on file. When you've finished entering your card details, scroll down and select Continue. 
10. Review and confirm the purchase, then select Complete. 
11. Your new user will receive an activation email they can use to set up their account within the hour. Alternatively, you can select Send Activation Email to send them an email right away. You can also select View Profile to quickly assign the user a role if needed. 

You have now purchased a subscription for a new employee! 

Purchasing a subscription for an existing user via Organization Hierarchy

1. Log in to your Medbridge account.
2. Select My Practice and then select Org Management.
3. On this page you can see how many subscriptions are available. If you have available subscriptions, select Add User to add the user and assign a subscription.
   
   
   If you need to purchase more subscriptions, select Organization Hierarchy.
4. In the upper left corner, search for the user's name and select it.
5. Select Assign Subscription.
6. Select your organization to confirm the subscription will be owned by the organization. Then, select Continue.
7. In the Purchase section, select a subscription type. You'll only be able to purchase subscription types your organization currently has enabled. If you are interested in additional subscription offerings please contact your Account Manager or our admin support team.
8. You can enter a new card or use an existing card on file. When you've finished entering your card details, scroll down and select Continue.
9. Review the purchase and select Purchase Subscription to complete the transaction.
10. The user assigned a subscription will receive an email to activate their account. You can also select View Profile to quickly assign the user a role if needed.

Note that you can always see how many subscriptions you have available from the Organization Summary page. 

Purchasing a subscription for a new or existing user via the Plans & Pricing tab

Depending on your account type, you may see a Plans & Pricing tab. From this tab, admin users can potentially add seats or upgrade plans.

Adding seats

1. Log in to your Medbridge account.
2. Select My Practice and then select Org Management.
   
3. Select the Plans & Pricing tab.
   
   On this page, you can see plan cards with a short description of the features associated with each plan and the prorated price for a seat. There is also a count of the seats you have in your subscription for each plan.
4. To add-on new plans or more seats of plans you already have, use the + or - buttons to add an subtract how many seats to add on.
   
   
   
5. In the Order Summary, there are three different totals: the Subtotal, Today's Total, and the Add-ons and Upgrades Annual Cost.
   
   The Subtotal is the pre-tax total, Today's Total includes applicable tax and the prorated amount you will pay for the seats at the time of ordering, and the Add-ons and Upgrades Annual Cost is the total amount the seats will cost the organization annually. 
6. To process the purchase, select Buy Now. This will automatically process using the default payment card on file. You can then assign your newly purchased seats by selecting Assign Seats on the success screen.
   

Upgrading plans

1. Log in to your Medbridge account.
2. Select My Practice and then select Org Management.
   
3. Select the Plans & Pricing tab.
   
   On this page, you can see plan cards with a short description of the features associated with each plan and the prorated price for a seat. There is also a count of the seats you have in your subscription for each plan.
4. To upgrade certain seat types, select the drop down available on a plan card to see available upgrade options. In order to upgrade a plan, all seats in that plan must be upgraded. Medbridge will automatically adjust the subscriptions to the newly purchased seat type.
   
   Note: In this view, plans can only be upgraded, so the plans available will depend on your current plan. For example, Business Essentials can be upgraded to In-Home Essentials, Education Essentials or Pro, so all three options are available. However, Education can only be upgraded to Pro, so only Pro is available.
5. In the Order Summary, there are three different totals: the Subtotal, Today's Total, and the Add-ons and Upgrades Annual Cost.
   
   The Subtotal is the pre-tax total, Today's Total includes applicable tax and the prorated amount you will pay for the seats at the time of ordering, and the Add-ons and Upgrades Annual Cost is the total amount the seats will cost the organization annually. 
   
   If you are purchasing an upgrade, the amount shown in the Order Summary will be the difference between your new plan type and the original, prorated. 
   
6. To process the purchase, select Buy Now. This will automatically process using the default payment card on file. You can then assign your newly purchased seats by selecting Assign Seats on the success screen.
   

Errors

"Your payment has failed"

If there is a problem processing your card on file, you may see the error message "Your payment failed." Select Billing Portal to open the billing information page and adjust your payment card information as needed.

"It looks like something went wrong, please try again later."

If there is a connection error with the payment processor, you may see the error message "It looks like something went wrong, please try again later." Since the issue is likely with the payment processor itself and not your payment method, Medbridge recommends you try the purchase again at a later time.