How to Add a Second Child to a Membership

If a family already has one child enrolled in a membership and you need to add another, follow the steps below.

Step 1. Add the Pediatric Patient (with Caregiver)

• Go to the Patients page and click Add patient.
• Enter the new child’s information, including date of birth.
• Because the patient is under 16, a caregiver is required before saving.
• Turn This patient has a caregiver to On and select an existing patient as the caregiver.
• Click Save.

Note: Pediatric patients can’t be created without an assigned caregiver.

Step 2. Locate the Active Membership

• Go to the sibling’s chart who is already part of an active membership.
• Under Payments in the Memberships section, find the plan where you want to add the new child.

• Click the three-dot menu and select View details.

  

  
  

Step 3. Edit Plan Seats

• On the membership details screen, click Edit next to Plan Seats.
• You’ll see all current seats and the patients enrolled in each one.

Note: If a seat has no members, an empty search field will be displayed.

Step 4. Add the New Child

• To add another patient to an existing seat, click Add patient.
  • This creates a new slot within the same plan seat.
  • The number of available slots depends on the membership’s configuration.

• Select a valid Start date for the new patient.
  • For employer-sponsored plans, the start date may be automatically defined by the employer’s contract.

Note: If the Add patient button is unavailable, the membership plan may have reached its seat limit. To add more members, the plan’s configuration must be updated by an admin user.

Step 5. Save Changes

Click Save at the bottom of the screen to confirm and apply all updates.