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EMPRISE CONCIERGE

Premium practice memberships,
from first inquiry to reimbursement-ready packet.

Emprise Concierge gives premium, concierge, and direct-care medical practices one operating layer for member acquisition, agreements, payments, renewals, reimbursement-ready documentation, and lifecycle continuity.

For practices where every membership, payment, agreement, renewal, receipt, superbill, and reimbursement packet needs to connect back to the relationship being managed.

Designed for HIPAA-ready workflows Audit-traced operations Human-approved reimbursement support
EMPRISE / CONCIERGE VIEW Member Ops
Lead pipelineOpen
Membership agreements18 awaiting signature
Payment statusCurrent
Renewal queue7 upcoming
Reimbursement packets14 ready
Plan-admin guidanceRequired

Aegis Platform · Retain continuity active across member lifecycle

What Emprise Concierge does

The commercial layer premium practices are missing.

Premium practices do not need another EHR. They need a connected operating layer for memberships, agreements, payments, renewals, reimbursement documentation, and relationship continuity.

Membership acquisition

Capture and qualify membership inquiries and convert prospects into signed agreements.

Agreement workflows

Structured member agreements with e-signature, version control, and audit trail.

Payment and renewals

Setup fees, recurring payments, renewal queues, and automated continuity reminders.

Reimbursement packets

Generate reimbursement-ready receipts, superbills, and HSA/FSA documentation.

Member lifecycle

Track every member from inquiry through active status, renewal, and reactivation.

Clinical system respect

Keep the EHR as the clinical system of record. Emprise owns the commercial layer.

Powered by PayDoc

PayDoc makes the financial side easier to explain.

PayDoc supports the payment and documentation workflows behind Emprise Concierge, helping practices create clearer patient-facing receipts, payment records, reimbursement packets, and plan-administrator-ready materials.

Patient-facing documentation

Payment records, receipts, and financial summaries patients can understand and use.

Superbill packet support

Out-of-network documentation workflows for patients who submit independently to their insurance.

HSA/FSA receipt workflows

Receipts and supporting materials structured for health savings account reimbursement.

PayDoc also serves Emprise Therapy and Harbor revenue cycle workflows. See PayDoc →

Powered by Aegis Retain

Aegis Retain keeps the relationship moving.

Aegis Retain powers the continuity layer behind Emprise Concierge: onboarding, renewal, lifecycle state, reimbursement packet state, retention, reactivation, and member analytics.

Inquiry → Agreement → Payment → Onboarding → Active Member → Renewal → Packet Ready → Retention

Onboarding automation

Renewal queue management

Reimbursement packet lifecycle tracking

Retention and reactivation workflows

Member analytics and plan performance

Aegis Retain is infrastructure.

Aegis Retain is the cross-vertical continuity engine that powers Emprise Concierge. It is not the healthcare product name. The product your members interact with is Emprise Concierge.

Reimbursement Support

Reimbursement-ready without becoming an insurance shop.

Emprise Concierge helps practices give patients clearer payment and reimbursement documentation without turning the practice into an insurance billing operation.

HSA/FSA receipt generation

DPC HSA-support guardrails

Superbill / out-of-network packet workflows

Patient-facing reimbursement portal concepts

Member-facing reimbursement FAQ content

Provider admin queue for packet corrections

Separation of membership fees from medical-service documentation

Eligibility metadata on plans, packages, services, and add-ons

What Emprise does not do

Emprise does not guarantee reimbursement outcomes, adjudicate claims, provide tax, legal, medical, or coding advice, or invent CPT or ICD codes. Providers, EHRs, or billing partners remain responsible for clinical coding and service documentation. Member-facing language uses "may be eligible" and "check with your plan administrator" — never absolute claims implying coverage or certainty.

EMPRISE CONCIERGE

Built first with dermatology practices.

Built first with dermatology practices — Emprise Concierge gives premium and private-pay practices a clear, member-friendly membership program backed by Aegis Retain continuity. Availability and exact benefits may vary by practice.

Who it serves

For patients and For practices

For patients

Membership benefits that are clearly described, transparently priced, and supported by reimbursement-ready documentation. Availability and eligibility may vary by practice and program tier.

Priority access requests

Priority request channel for appointments, follow-ups, and member services.

Annual skin-health visit positioning

Annual skin-health visit positioned as a member benefit when offered by the practice.

Cosmetic consultation credit presentation

Cosmetic consultation credits presented clearly inside the member's portal when the practice offers them.

Post-procedure follow-up access

Defined post-procedure follow-up access pathways set by the practice — no insurance role required.

Preferred communication pathway

A clear way to reach the practice that does not depend on phone tag or generic inboxes.

Member education and skincare perks

Member-only education content, events, and skincare or product perks where the practice provides them.

Reimbursement-ready documentation

Receipts, HSA/FSA-style documentation, and superbills the patient can submit to their plan administrator. Membership fees may be eligible for reimbursement — check with your plan administrator.

For practices

One operating layer for membership presentation, agreements, payments, renewals, and reimbursement-ready documentation. Aegis Retain provides the continuity engine; Emprise Concierge gives the practice the patient-facing surface.

Concierge program presentation

Present membership tiers, included benefits, and eligibility qualifiers with consistent, compliant copy.

Member relationship visibility

See every member's lifecycle stage, agreement state, payment state, renewal state, and packet state from one operator workspace.

Retain-backed continuity

Aegis Retain owns the continuity record across the member lifecycle — renewals, retention, packet state, reactivation tasks, and analytics.

Future Composer-configured offers

Practice-side configuration of programs, plans, and offers will arrive through Composer once its membership-offer flow ships — the same shapes presented here will hot-swap to live, practice-configured offers.

Membership options

Three program shapes practices commonly start with.

Example presentation tiers. The practice configures actual programs, plans, and pricing — these cards are display examples. Availability and exact benefits may vary by practice.

Essential Access

Entry-tier membership for clear access and reimbursement-ready documentation.

Pricing set by the practice

  • Priority access requests
  • Reimbursement-ready membership receipt
  • Annual member summary
  • Member-only education content

Membership fees may be eligible for HSA/FSA reimbursement — check with your plan administrator. Availability may vary by practice.

Talk with the practice

Premier Access

Mid-tier membership adding skin-health positioning and consultation credits.

Pricing set by the practice

  • Everything in Essential Access
  • Annual skin-health visit positioning
  • Cosmetic consultation credit presentation
  • Preferred communication pathway
  • Member event invitations

Membership fees may be eligible for HSA/FSA reimbursement — check with your plan administrator. Availability may vary by practice.

Request information

Signature Access

Top-tier household-eligible membership with full reimbursement-support packet workflow.

Pricing set by the practice

  • Everything in Premier Access
  • Household-eligible membership shape
  • Post-procedure follow-up access
  • Reimbursement-support packet workflow
  • Member skincare or product perks where offered

Membership fees may be eligible for HSA/FSA reimbursement — check with your plan administrator. Availability and exact benefits may vary by practice.

Join the interest list

These are display examples — not live offers. Enrollment, activation, and recurring billing route through the canonical Aegis Platform flows once the practice's configuration lands.

How it works

From practice setup to member lifecycle.

Step 1

Practice defines an offer

The practice configures its concierge program through the canonical Composer-backed configuration path. Programs, plans, and offers live in Aegis Platform; Emprise Concierge presents them.

Step 2

Patient reviews available options

The patient reviews available membership options on the practice's Concierge page with consistent eligibility qualifiers, transparent pricing presentation, and the patient-facing copy invariants enforced.

Step 3

Enrollment and activation

Enrollment and member activation are handled through future canonical flows in the Concierge → Aegis Platform Commerce → Aegis Retain chain. This tranche presents the options only; live enrollment is not active here.

Step 4

Membership lifecycle is tracked

Every member's lifecycle stage — inquiry, agreement, payment, activation, renewal, packet ready, retention, reactivation — is tracked through Aegis Retain, the cross-vertical continuity engine that powers Emprise Concierge.

What to expect

What to expect

Emprise Concierge is a membership offering. It is not insurance. The offering does not guarantee reimbursement, coverage, or clinical outcomes. Availability and exact benefits may vary by practice.

Emprise Concierge is not insurance and does not guarantee reimbursement. Membership fees may be eligible for HSA/FSA reimbursement — check with your plan administrator.

Availability and exact benefits may vary by practice. Emprise Concierge does not guarantee appointment availability or clinical outcomes.

Emprise Concierge does not adjudicate insurance claims and does not provide tax, legal, medical, or coding advice. The practice's EHR remains the clinical system of record. Practices retain responsibility for clinical coding and care decisions.

Who it is for

Built for high-touch medical models.

Any premium or direct-care practice where the commercial operating layer has historically lived in email threads, paper forms, and disconnected billing tools.

Concierge medicine

Annual membership models with retainer fees, enhanced access, and patient experience expectations.

Direct-care and DPC practices

Per-member-per-month models that need clean payment rails, renewals, and patient-facing documentation.

Executive health programs

High-touch programs requiring polished agreements, receipts, and reimbursement support at scale.

Private-pay specialists

Specialists operating partially or fully outside insurance, where patient financial clarity is competitive.

What it is not

Not an EHR. Not a claims engine.

Emprise Concierge connects the commercial, documentation, and continuity workflows around the provider-patient relationship. It does not replace clinical systems.

Clinical systems stay clinical

Clinical notes

Prescribing

Diagnosis creation

Lab management

Care-plan management

Medical decision support

A substitute for your EHR

Financial systems stay financial

Claim adjudication

Reimbursement guarantee

Tax advice

Coding advice

Insurance enrollment

Payer contracting

Launch a better membership operation.

We'll walk through how Emprise Concierge connects to your practice workflows and what onboarding looks like.