Setting up Subscription Memberships
This feature is currently in beta. 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 update...
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 upda...
Adding a subscription membership to a patient's account
Once the subscription/membership plan is established, it can now be added to a patient. 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 Patie...