Articles
Setting up Subscription Memberships
Setting up a subscription membership Before placing a patient on a subscription or membership plan, you must set it up for your practice. Once set up, it can be easily used for your patients. No updates will be needed until/unless you want to ...
Editing, Archiving, and Duplicating Subscription Memberships
Editing a Subscription Membership category You can edit any of your existing subscription memberships whenever the need arises. Navigate to Account > Custom Fields > Custom Memberships Locate the membership category that needs updating. ...
Adding a subscription membership to a patient's account
Once the subscription/membership plan is established, it can be added to a patient's chart. Navigate to a patient's chart via Patient > Patient List. Select the Demographic tab from the list on the left of the screen. A heading for Patien...
Deleting a Subscription Membership Plan
If you need to cancel an existing subscription membership plan, you can easily do so by following the instructions below: Navigate to the patient's chart > Demographics section > Payments > DrChrono Payments > Patient Payment Plan header ...