How to Archive a Membership Plan

If you need to archive a membership plan in SigmaMD, follow these steps to ensure it is properly removed from active use.

Step 1: Check for Associated Patients

  • A membership plan cannot be archived if there are active patients associated with it.
  • Ensure that no patients are currently enrolled in the plan before proceeding.

Step 2: Remove Any Associated Enrollment Links

  • Navigate to the Enrollment Links section and either remove the membership from associated enrollment links or archive the enrollment links themselves before proceeding.
     

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Step 3: Archive the Membership Plan

  • Go to the Membership Plans screen.
  • Locate the membership plan you wish to archive.
  • Click the Archive button next to the membership name.

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Final Notes

  • Once archived, the membership plan will no longer be available for new enrollments.
  • If needed, you can unarchive the membership plan or create a duplicate from the archived version for future use.

For further assistance, contact our support team.